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Case Manager
full-timeMelbourne

Summary

Location

Melbourne

Type

full-time

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About this role

BE THE DIFFERENCE
At AIA we do things differently to make a healthy difference in people’s lives. That difference starts with every individual at AIA. We provide an environment and culture that helps our people live well and enjoy a meaningful life, at work and at home. We’re serious about helping people live Healthier, Longer, Better Lives by encouraging them to make positive lifestyle changes one step at a time. If you want to make a healthy difference everyday - for yourself and others - then we want to hear from you.

The Opportunity:
Join AIA in delivering on our purpose, vision and strategy by providing exceptional service to our clients. In this role, you will manage and assess death benefit claims in line with fund rules, legislation and trustee discretion. A key part of the position involves facilitating and evaluating claim assessments, including reviewing submissions from potential beneficiaries, to ensure fair and compliant distribution of benefits. You will play an important role in delivering high-quality, timely support to members and their beneficiaries.

This is fantastic Opportunity to kickstart your career in Life Insurance. Successful candidates will be provided with a career pathway to progress within one of Australia’s largest Insurance Claims teams

To do this successfully you will:

  • Experience in superannuation, insurance or financial services, ideally with a background in claims assessment
  • Knowledge of superannuation death benefit regulations and claim staking processes
  • Strong analytical and critical thinking skills to deliver fair and balanced decisions
  • Exceptional attention to detail and confidence in managing complex documentation
  • Excellent communication and interpersonal skills, with a compassionate and professional approach
  • Proficiency in workflow management platforms, claims systems and MS Office
  • RG146 compliance or other relevant financial services qualifications (highly regarded)
  • Legal or paralegal experience, particularly in estate or trust law (advantageous)
  • Previous experience working with trustees or within a trustee office environment (preferred)

Successful applications will have:

  • Experience managing claim staking portfolios and assessing superannuation death benefit claims in line with policies and regulations
  • Ability to prepare clear, empathetic communication, including complex information and adverse decisions
  • Strong stakeholder engagement skills to liaise with claimants, legal representatives and internal teams
  • Focus on delivering excellent customer experience, efficiency and quality outcomes
  • Capability to maintain accurate records, manage risk and adhere to policies and compliance requirements
  • Skills to prepare trustee recommendations with transparency and fairness
  • Commitment to continuous improvement and supporting audit, performance and industry standards

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives — and it starts with our own people.

  • Access world-class training and development to grow your skills
  • Explore career development through internal mobility opportunities
  • Work for a business that helps millions of Australians and make a difference every day
  • Enjoy additional leave days each year to recharge and refresh
  • Benefit from health and wellbeing initiatives that truly support you
  • Be part of a supportive and inclusive team culture
     

We also offer unique perks that make AIA a great place to work:

  • AIA Vitality program and partnerships with Fitness First, BFT, Virgin Active, Endota and more
  • Employee Share Purchase Plans to invest in your future
  • Social and wellbeing activities like Run Club, Engagement Committees and Social Clubs

At AIA Australia, we’re proud to guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group — the largest independent publicly listed pan-Asian life insurance group — our ambition is to engage one billion people to live Healthier, Longer, Better Lives by 2030.

Lots of companies say they’re different. What makes us truly different at AIA is the difference we make in people’s lives. We’re proud that this difference has been recognised in the 2024 ANZIIF Awards, where we were named Life Insurance Company of the Year.

AIA Financial Services is a subsidiary of AIA Australia.

AIA is different. Are you?

If you want to be part of an organisation that helps people live better every single day, apply via the link.

Other facts

Tech stack
Claims Assessment,Analytical Skills,Attention To Detail,Communication Skills,Interpersonal Skills,Stakeholder Engagement,Risk Management,Superannuation Knowledge,Legal Knowledge,Workflow Management,Continuous Improvement,Customer Experience,Documentation Management,Empathy,Trustee Recommendations

About AIA

AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets – wholly-owned branches and subsidiaries in Mainland China, Hong Kong SAR(1), Thailand, Singapore, Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau SAR(2), and a 49 per cent joint venture in India. In addition, AIA has a 24.99 per cent shareholding in China Post Life Insurance Co., Ltd.

The business that is now AIA was first established in Shanghai more than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$328 billion as of 30 June 2025.

AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia, AIA serves the holders of more than 43 million individual policies and over 16 million participating members of group insurance schemes.

AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes “1299” for HKD counter and “81299” for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol “AAGIY”.

(1) Hong Kong SAR refers to the Hong Kong Special Administrative Region.
(2) Macau SAR refers to the Macau Special Administrative Region.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Insurance

What you'll do

  • The Case Manager will manage and assess death benefit claims in accordance with fund rules and legislation. This includes facilitating claim assessments and ensuring fair distribution of benefits to members and their beneficiaries.

Ready to join AIA?

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Frequently Asked Questions

What does a Case Manager do at AIA?

As a Case Manager at AIA, you will: the Case Manager will manage and assess death benefit claims in accordance with fund rules and legislation. This includes facilitating claim assessments and ensuring fair distribution of benefits to members and their beneficiaries..

Why join AIA as a Case Manager?

AIA is a leading Insurance company.

Is the Case Manager position at AIA remote?

The Case Manager position at AIA is based in Melbourne, Victoria, Australia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Case Manager position at AIA?

You can apply for the Case Manager position at AIA directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about AIA on their website.