Case Manager Relationships

Help Australians navigate some of life’s most difficult moments.

At MUFG Pension & Market Services, we connect millions of people with their assets safely, securely and responsibly.

Within this global organisation, MUFG Retirement Solutions plays a critical role in Australia’s superannuation system. We support many of the country’s largest super funds, helping everyday Australians access and manage the benefits that protect them and their families. When members experience serious illness, disability or loss, the claims process becomes one of the most important interactions they will ever have with their super fund.  That’s where you come in.

As a Case Manager – Relationships, you’ll guide members and beneficiaries through complex insurance claims with professionalism, empathy and clarity—ensuring they feel supported, informed and respected throughout the process.

Hybrid working | Melbourne

The impact you’ll make

In this role, you’ll manage insurance claims across:

• Death
• Terminal Illness
• Income Protection
• Permanent Incapacity
• Total and Permanent Disablement (TPD)

You’ll work closely with insurers, trustees and internal specialists to ensure claims are managed fairly, efficiently and in line with legislative requirements.

Most importantly, you’ll help members navigate some of life’s most challenging circumstances with confidence and dignity.

 

What the role looks like day-to-day

You’ll take end-to-end ownership of claims, acting as the primary point of contact for members and stakeholders.

Your work will include:

• Managing a portfolio of claims from initial notification through to final resolution
• Maintaining regular phone contact with members and claimants to provide updates and support
• Investigating claims thoroughly, particularly death claims where identifying beneficiaries is critical
• Coordinating documentation and working with insurers and trustees to progress claims efficiently
• Handling complex or sensitive conversations with empathy and professionalism
• Ensuring claims are processed within service standards and compliance requirements
• Contributing to continuous improvement initiatives to enhance the member experience
• Collaborating with colleagues across operations, client teams and insurers

This is a role where strong communication, empathy and ownership make a real difference.

 

What we’re looking for

You’re someone who can balance compassion with professionalism while managing complex cases and multiple priorities.

You’ll bring:

• Experience in group life insurance claims, including Death, TPD, Income Protection or Permanent Incapacity
• Alternatively, experience in personal injury or similar case management environments
• Strong analytical and problem-solving capability
• Excellent written and verbal communication skills
• The ability to build rapport quickly with members and stakeholders
• Confidence managing sensitive or difficult conversations
• Strong organisational skills and the ability to manage competing priorities

Desirable:

• Knowledge of group superannuation and relevant legislation (SIS Act, Insurance Act)
• RG146 compliance
• Tertiary qualifications in business, insurance, financial planning, legal or related fields

 

Why people choose MUFG Retirement Solutions

Our work sits at the centre of Australia’s retirement system, supporting millions of superannuation members through critical life events.

What makes working here different is the combination of scale, stability and meaningful impact.

You’ll find:

• Work that directly supports Australians at important moments in their lives
• The opportunity to develop specialist expertise in superannuation and insurance
• A collaborative environment where teams work together to deliver quality outcomes
• A business that is evolving rapidly as the superannuation industry continues to grow

 

Benefits that support you

We offer a range of benefits designed to support flexibility, wellbeing and career development:

• Hybrid working arrangements
• Purchased leave, parental leave, volunteer leave and wellbeing leave
• Gender transition leave
• Employee recognition program
• Talent referral program
• Salary sacrificing via superannuation
• Employee Assistance Program
• Learning and development opportunities, including educational assistance
• Employee discounts with providers including Bupa and Microsoft
• Novated car leasing

 

Our culture

At MUFG Pension & Market Services, we believe diverse perspectives lead to better outcomes for our clients and our people.

We are committed to building an inclusive environment where everyone feels respected, supported and able to contribute. We encourage applications from people of all backgrounds and experiences.

 

Ready to apply?

If you’re looking for a role where your work has real impact and where empathy and professionalism are valued equally, we’d love to hear from you.

Apply now with your resume and a cover letter outlining your experience and interest in the role.

Applicants must have the relevant work rights in Australia. Successful candidates will be required to complete background and police checks prior to commencement.

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. 

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. 

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.