Case Manager

Zurich Insurance Company; Melbourne; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

5 weeks leave

Hybrid work

Wellbeing payment

Starter e-voucher

Training programs

Global mobility

Tree planting

Awards & recognition

Job summary

Zurich is seeking a Case Manager in Melbourne to own a portfolio of advisers and their new business applications, acting as the main contact throughout the journey. You’ll work with Underwriting and Sales to ensure a smooth, timely process and a strong adviser experience.

The role emphasizes relationship-building, ownership, and proactive coordination across teams to deliver high-quality service for advisers and clients in a dynamic digital insurer environment.

Qualifications

• Relationship-building and customer service skills.
• Confidence managing a portfolio of advisers and cases.
• Clear, confident communication that builds trust with advisers and stakeholders.
• Proactive, solutions-focused approach with a strong sense of ownership.
• Strong organisation and ability to balance competing priorities.
• Attention to detail with focus on adviser and customer experience.

Responsibilities

• Take ownership of a portfolio of advisers and their new business applications, building strong relationships and acting as a key point of contact throughout the application journey.
• Collaborate with Underwriting and Sales to deliver a smooth, responsive experience for advisers and clients.
• Proactively engage with advisers to understand priorities, provide timely updates, anticipate issues, and move cases toward completion.

Skills

Relationship-building

Portfolio management

Communication

Ownership

Organization

Attention to detail

Collaborative mindset

Job description

A new transformational adventure awaits you…

How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a trustworthy organisation that empowers wellbeing and is accelerating digital transformation sound like to you?

As one of Forbes 2024 ‘World’s Best Employers’ and Fortune's ‘World's Most Admired Companies’ for 2025, Zurich - a leader in the insurance industry - is on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.

This exciting adventure will drive positive impact towards our vision to be Australia’s leading digital insurer. So, if you want to be part of a values led global organisation, where real growth and transformation is happening, along with our track record of making a real difference of continuously taking steps toward a sustainable future for our people, customers, communities, and our planet…read on!

Let’s create a brighter future together, let’s make a difference

It's important to know, what you do matters. At Zurich, we don't just cover, we care.

A fantastic opportunity is waiting for you to join Zurich’s New Business Services team as a Case Manager in our Melbourne office.

As a Case Manager, you’ll take ownership of a portfolio of advisers and their new business applications, building strong relationships and acting as a key point of contact throughout the application journey.

You’ll work proactively with advisers to understand their priorities, provide clear and timely updates, anticipate issues, and help move cases through to completion. Partnering closely with Underwriting and Sales, you’ll bring the right people together to deliver a smooth, responsive experience for advisers and their clients.

This is a great opportunity for someone who enjoys building relationships, taking ownership, and managing a portfolio of work from end to end.

Important to your success – Unlock your potential

• Relationship-building and customer service skills


• Confidence managing a portfolio of advisers and cases


• Clear, confident communication that builds trust with advisers and stakeholders


• A proactive, solutions-focused approach with a strong sense of ownership


• Strong organisation, with the ability to balance competing priorities


• Great attention to detail, with the adviser and customer experience always front of mind


• A collaborative mindset across Underwriting, Sales and operational teams

Belong. Zurich is here to support you

There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.

• 5 weeks leave per year for permanent staff through our Z leave initiative, as well as 15 days personal/carer’s leave (as we empower our people to manage their own wellbeing), plus access to Family Care (parental leave)


• Hybrid working arrangement - office 3 days and WFH 2 days p/w standard for FT employees


• Access programs to stay healthy and feel healthier along with receiving a AUD$500 wellbeing payment per year, plus a AUD$295 new starter e-voucher for your WFH set up (flex work - hybrid working), and other great benefits through our Shine portal


• Grow, and thrive in your career (we support and encourage it) with award winning training programs. As our strength is our people and we value your individuality


• Work with global, diverse, and inclusive teams; Explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role


• Global mobility opportunities across more than 200 countries worldwide


• Volunteer and work in our state-of-the-art Green Star rated offices (when you are in the office) and dress for your day


• We plant a tree for every new employee


• Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive workplace; Gold AWEI employer, Pride in diversity… to name a few.

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, have work/life balance, and thrive in a supportive environment.