Trustee Claims Review Manager

A new transformational adventure awaits you… 

How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a trustworthy organisation that empowers wellbeing and is accelerating digital transformation sound like to you? 

As one of Forbes 2024 ‘World’s Best Employers’ and Fortune's ‘World's Most Admired Companies’ for 2025, Zurich - a leader in the insurance industry - is on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet. 

This exciting adventure will drive positive impact towards our vision to be Australia’s leading digital insurer. So, if you want to be part of a values led global organisation, where real growth and transformation is happening, along with our track record of making a real difference of continuously taking steps toward a sustainable future for our people, customers, communities, and our planet…read on!

Let’s create a brighter future together, let’s make a difference  

It’s important to know, what you do matters. As in your role you will help more people live well and enjoy confident lives.

A great opportunity has arisen to join Zurich as a Trustee Claims Review Manager.

In this diverse role, you will be responsible for drafting recommendations for Trustee decisions on approved and declined superannuation claims, and identifying/ providing clear requirements to our administration providers for any additional documents needed to satisfy superannuation and taxation obligations.

Your key responsibilities will include:

• Working closely with the Trustee Services Manager, internal stakeholders, and our third party administrator to enable an effective experience from insurance decision to superannuation payment, ensuring full compliance with relevant regulatory obligations, legislation and codes of practice
• Performing independent reviews of approved and adverse superannuation claims and associated superannuation tasks, ensuring appropriate requirements are received for satisfaction of insurance policy, Trust Deed, SIS and Tax requirements, challenging insurer decisions where required, and preparing recommendations for Trustee or delegated authority decisions
• Requesting information from members to provide any additional requirements needed to satisfy any superannuation obligations prior to payment
• Collaborating with internal stakeholders and our third party administrator for the effective and timely provision of claims handling services
• Liaising with the Trustee on claims outside of the delegated authority to ensure all beneficiaries are appropriately updated and information requested to ensure claim staking can be performed promptly.

Important to your success – let’s grow together

• Strong experience within superannuation, with a technical background in superannuation life insurance claims and the regulatory environment in which they operate.
• Demonstrated experience in assessing both approved and adverse Death, Total and Permanent Disablement, Terminal Illness, and Income Protection superannuation claims.
• Experience drafting recommendations to superannuation Trustees for life insurance claim decisions.
• Strong understanding of Trustee obligations, LICOP and ISVCOP
• A solution focused mindset and ability to work autonomously in an agile environment
• Exposure to internal and external dispute resolution processes with regards to superannuation claims will be advantageous.
• Ability to drive continuous improvement and process enhancement initiatives
• Excellent communication and stakeholder management skills

 Belong. Zurich is here to support you 

There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.

• 5 weeks leave per year for permanent staff through our Z leave initiative, as well as 15 days personal/carer’s leave (as we empower our people to manage their own wellbeing), plus access to Family Care (parental leave)
• Hybrid working arrangement - office 3 days and WFH 2 days p/w standard for FT employees
• Access programs to stay healthy and feel healthier along with receiving a AUD$500 wellbeing payment per year, plus a AUD$295 new starter e-voucher for your WFH set up (flex work - hybrid working), and other great benefits through our Shine portal
• Grow, and thrive in your career (we support and encourage it) with award winning training programs. As our strength is our people and we value your individuality
• Work with global, diverse, and inclusive teams; Explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role
• Global mobility opportunities across more than 200 countries worldwide
• Volunteer and work in our state-of-the-art Green Star rated offices (when you are in the office) and dress for your day
• We plant a tree for every new employee
• Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive workplace; Silver AWEI employer, Pride in diversity… to name a few.

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, have work/life balance, and thrive in a supportive environment.

Zurich is an equal opportunity employer.  We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.

So, if you want to come on an adventure that will build a brighter future together, and feel a sense of togetherness, then please apply today to start your adventure!