Case Manager

AIA Australia; Sydney; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Training & development

Internal mobility opportunities

Health & wellbeing programs

Inclusive team culture

Job summary

AIA Australia in Sydney is looking for a claims professional to join our life insurance team. You will manage and assess death benefit claims, ensuring fair and compliant outcomes for members and beneficiaries.

Ideal candidates have experience in superannuation or financial services, know death benefit regulations, and communicate clearly with stakeholders. RG146 or related qualifications are highly regarded.

Qualifications

• Experience in superannuation or financial services with claims assessment background.
• Knowledge of superannuation death benefit regulations and processes.
• Strong analytical thinking and attention to detail.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage and assess death benefit claims in line with fund rules and legislation.
• Evaluate submissions from beneficiaries to ensure fair distribution of benefits.
• Provide high-quality, timely support to members and beneficiaries.

Skills

Claims assessment

Superannuation knowledge

Analytical thinking

Stakeholder engagement

MS Office

Education

RG146 qualification

Tools

Workflow platforms

Claims systems

Job description

BE THE DIFFERENCE At AIA we do things differently to make a healthy difference in people’s lives. That difference starts with every individual at AIA. We provide an environment and culture that helps our people live well and enjoy a meaningful life, at work and at home. We’re serious about helping people live Healthier, Longer, Better Lives by encouraging them to make positive lifestyle changes one step at a time. If you want to make a healthy difference everyday - for yourself and others - then we want to hear from you.

The Opportunity:

Join AIA in delivering on our purpose, vision and strategy by providing exceptional service to our clients. In this role, you will manage and assess death benefit claims in line with fund rules, legislation and trustee discretion. A key part of the position involves facilitating and evaluating claim assessments, including reviewing submissions from potential beneficiaries, to ensure fair and compliant distribution of benefits. You will play an important role in delivering high-quality, timely support to members and their beneficiaries.

This is fantastic Opportunity to kickstart your career in Life Insurance. Successful candidates will be provided with a career pathway to progress within one of Australia’s largest Insurance Claims teams

To do this successfully you will:

• Experience in superannuation, insurance or financial services, ideally with a background in claims assessment
• Knowledge of superannuation death benefit regulations and claim staking processes
• Strong analytical and critical thinking skills to deliver fair and balanced decisions
• Exceptional attention to detail and confidence in managing complex documentation
• Excellent communication and interpersonal skills, with a compassionate and professional approach
• Proficiency in workflow management platforms, claims systems and MS Office
• RG146 compliance or other relevant financial services qualifications (highly regarded)
• Legal or paralegal experience, particularly in estate or trust law (advantageous)
• Previous experience working with trustees or within a trustee office environment (preferred)

Successful applications will have:

• Experience managing claim staking portfolios and assessing superannuation death benefit claims in line with policies and regulations
• Ability to prepare clear, empathetic communication, including complex information and adverse decisions
• Strong stakeholder engagement skills to liaise with claimants, legal representatives and internal teams
• Focus on delivering excellent customer experience, efficiency and quality outcomes
• Capability to maintain accurate records, manage risk and adhere to policies and compliance requirements
• Skills to prepare trustee recommendations with transparency and fairness
• Commitment to continuous improvement and supporting audit, performance and industry standards

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives — and it starts with our own people.

• Access world-class training and development to grow your skills
• Explore career development through internal mobility opportunities
• Work for a business that helps millions of Australians and make a difference every day
• Enjoy additional leave days each year to recharge and refresh
• Benefit from health and wellbeing initiatives that truly support you
• Be part of a supportive and inclusive team culture

We also offer unique perks that make AIA a great place to work:

• AIA Vitality program and partnerships with Fitness First, BFT, Virgin Active, Endota and more
• Employee Share Purchase Plans to invest in your future
• Social and wellbeing activities like Run Club, Engagement Committees and Social Clubs

At AIA Australia, we’re proud to guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group — the largest independent publicly listed pan‑Asian life insurance group — our ambition is to engage one billion people to live Healthier, Longer, Better Lives by 2030.

Lots of companies say they’re different. What makes us truly different at AIA is the difference we make in people’s lives. We’re proud that this difference has been recognised in the 2024 ANZIIF Awards, where we were named Life Insurance Company of the Year.

AIA Financial Services is a subsidiary of AIA Australia.

AIA is different. Are you?