Case Manager – End-to-End NB Portfolio (Hybrid, Melbourne)

Zurich Australia; Melbourne; Hybrid; AUD 90.000 - 115.000; Vollzeit

Benefits dieser Stelle

5 weeks leave per year

Hybrid working arrangement

Wellbeing payment

WFH setup allowance

Shine portal access

Global mobility opportunities

Volunteer program

Tree planting initiative

Zusammenfassung

Zurich Australia in Melbourne is seeking a Case Manager to own a portfolio of advisers and their new business applications, building strong relationships and acting as the primary contact throughout the journey.

You will collaborate with Underwriting and Sales to move cases through to completion, delivering a smooth, responsive experience for advisers and their clients while managing competing priorities with ownership and attention to detail.

Qualifikationen

• 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.

Aufgaben

• Own a portfolio of advisers and their new business applications.
• Build strong relationships and act as a key contact throughout the application journey.
• Work proactively with advisers to understand priorities, provide updates, anticipate issues.
• Move cases through to completion in partnership with Underwriting and Sales.
• Deliver a smooth, responsive experience for advisers and their clients.
• Manage portfolio end-to-end.

Kenntnisse

Relationship-building

Customer service

Portfolio management

Communication

Proactive problem-solving

Organization

Attention to detail

Cross-functional collaboration

Jobbeschreibung

Zurich Australia in Melbourne is seeking a Case Manager to own a portfolio of advisers and their new business applications, building strong relationships and acting as the primary contact throughout the journey.

You will collaborate with Underwriting and Sales to move cases through to completion, delivering a smooth, responsive experience for advisers and their clients while managing competing priorities with ownership and attention to detail.