Case Manager: End-to-End Adviser Portfolio (Hybrid)

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

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.