Case Manager: End-to-End Adviser Portfolio | Hybrid

Zurich; Melbourne; Hybride; AUD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

5 weeks leave

Hybrid work

Wellbeing payment

WFH setup voucher

Global mobility

Tree planting program

Résumé du poste

Zurich in Melbourne is seeking a Case Manager to own a portfolio of advisers and their new business applications. You will build strong relationships and serve as a key contact throughout the application journey, moving cases to completion with proactive updates and cross-functional collaboration.

You will partner with Underwriting and Sales to deliver a smooth, responsive experience for advisers and clients, embracing ownership, strong communication, and a proactive, detail‑oriented approach in

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, 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.

Responsabilités

• Take ownership of a portfolio of advisers and their new business applications, guiding cases end-to-end.
• Build strong relationships and act as a key contact throughout the application journey.
• Provide clear and timely updates, anticipate issues, and move cases through to completion.
• Partner closely with Underwriting and Sales to deliver a smooth, responsive experience for advisers and clients.
• Balance competing priorities while maintaining exceptional adviser and customer outcomes.
• Work collaboratively with cross-functional teams to ensure successful case handling.

Connaissances

Relationship-building

Portfolio management

Communication

Proactive problem solving

Organisation

Attention to detail

Collaboration

Description du poste

Zurich in Melbourne is seeking a Case Manager to own a portfolio of advisers and their new business applications. You will build strong relationships and serve as a key contact throughout the application journey, moving cases to completion with proactive updates and cross-functional collaboration.

You will partner with Underwriting and Sales to deliver a smooth, responsive experience for advisers and clients, embracing ownership, strong communication, and a proactive, detail‑oriented approach in