Claims Case Manager

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

As a Deceased Estate Claims Case Manager, you will be assessing Death claims on behalf of our customers.

Our Deceased Estates team is responsible for the settlement of customer accounts in the event of them passing away. We provide support to the beneficiaries of the Estate regarding documentations required to finalise the claim ensuring we make it a seamless process for them during this difficult time.

This opportunity reports to Team Manager, Trustee Services.

Your Responsibilities

• Working through death claims across products serviced by Colonial First State – this includes investment and superannuation products.
• Processing new claims and issue the relevant claim kit.
• Communicating effectively with customers to ensure they are clear on claim requirements and processes.
• Building effective relationships with customers, third parties and internal stakeholders.
• Ensuring all decisions made in relation to a claim are in line with SIS Legislation.
• Answering all incoming queries relating to Death claims
Processing payments upon finalisation of a claim

Your Capability and Experience

• You are an empathetic individual who can support customers through difficult situations, ensuring they remain priority through the death claim process.
• You will also display strong stakeholder relationship building skills, able to keep all parties informed during the claims process.
• Ability to understand and solve complex problems.
Relevant tertiary qualification will be highly valued, as is RG146 Compliance

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Exclusive discounts on retail, travel and entertainment
Additional leave day to celebrate your birthday

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal land (Sydney).