Case Manager Relationships

Overview

We are seeking an experienced Case Manager – Relationships to join our team. In this role, you will provide dedicated service to insurers and the client Trustee, supporting members through Death, Terminal Illness, Income Protection, Permanent Incapacity and Total & Permanent Disablement claims.

This position requires professionalism, empathy, and strong case management skills to ensure members receive accurate and timely information, delivered with respect and sensitivity.

• Make a meaningful impact by guiding members through complex and sensitive claims.
• Join a professional, collaborative team with a strong focus on service excellence.
• Access career growth, training and flexible working arrangements.

Key Responsibilities

• Manage a portfolio of claims with ownership and accountability
• Provide clear, respectful and proactive communication to members
• Establish rapport and build trust to support positive experiences
• Minimise delays through effective coordination and document management
• Handle sensitive and complex conversations with empathy and care
• Collaborate with colleagues and stakeholders to achieve quality outcomes
• Contribute to service improvements and process enhancements
  Ensure compliance with all legislative and regulatory requirements

Skills & Experience

• Case management or assessment experience (group life or personal injury)
• Knowledge of group insurance and superannuation (Death, TPD, TIB, PI)
• Strong analytical, problem-solving and decision-making skills
• Proven ability to manage multiple priorities effectively
• Excellent communication skills, both written and verbal
• Empathy and resilience when dealing with sensitive matters
• RG146 compliant (or willingness to obtain)
  Tertiary qualifications in business, insurance, legal, financial planning or related disciplines (desirable)

What We Offer

• Meaningful work supporting members during critical life events
• Professional, supportive and collaborative team environment
• Career development opportunities within the insurance and superannuation sector
• Hybrid and flexible working arrangements
  Commitment to training and ongoing professional development

Some of our Employment Benefits

• FlexiWorks – enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft
  Novated Car Leasing

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.