Case Manager - New Business Services

About the role

Zurich is hiring a Case Manager for its New Business Services team in Melbourne. You will 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.

Key responsibilities

• Take ownership of a portfolio of advisers and their new business applications
• Build strong relationships and act as a key point of contact throughout the application journey
• Work proactively with advisers to understand their priorities and provide clear, timely updates
• Anticipate issues and help move cases through to completion
• Partner closely with Underwriting and Sales to bring the right people together and deliver a smooth, responsive experience for advisers and their clients

Required profile

• Enjoys building relationships and taking ownership of a portfolio of work from end to end
• 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, able to balance competing priorities
• Great attention to detail, with the adviser and customer experience always front of mind
• Collaborative mindset across Underwriting, Sales and operational teams

What we offer

• 5 weeks leave per year for permanent staff through the Z leave initiative, plus 15 days personal/carer's leave and access to Family Care
• Hybrid working: office 3 days and WFH 2 days per week for full-time employees
• Wellbeing programs, a $500 wellbeing payment per year and a $295 starter e-voucher for hybrid set-up
• Award-winning training programs and global mobility opportunities across more than 200 countries