Team Leader - Claims & Estates

Netwealth's Claims & Estates team supports the assessment and administration of deceased member accounts across Wrap and Super, alongside Permanent Incapacity, Terminal Illness and Financial Hardship claims. The team also supports group insurance applications and amendments, group and retail insurance claims, insurer relationships and insurance product management. The Team Leader will lead this specialist team, combining people leadership with hands-on superannuation and death claim technical expertise.

Responsibilities

Lead the day-to-day delivery of the Claims & Estates team; Lead, coach and develop your team, providing regular feedback, guidance and a strong day-to-day leadership presence; Be a technical point of reference across superannuation, death claims, systems, controls and complex or high-risk matters; Provide hands-on support with escalations and help your team work through technically complex cases; Oversee workloads, queues and priorities to ensure service commitments and quality standards are met; Balance customer outcomes, accuracy, turnaround times, operational risk and compliance in a highly regulated environment; Identify inefficiencies, risks and opportunities to improve processes, workflows and ways of working; Support the implementation of operational and system changes and help your team successfully embed them; Identify and appropriately escalate incidents, breaches and control issues; Partner with your Manager and internal stakeholders to solve problems and deliver strong operational outcomes

Requirements

Extensive experience in Claims & Estates; Demonstrated, hands-on experience within superannuation or financial services; Strong technical knowledge of death benefit and insurance claim processes, systems and controls; Experience leading or supporting a team within an operational environment; The ability to coach team members through technical matters, complex cases and quality standards; A sound understanding of regulatory, compliance and operational risk requirements, including superannuation legislation, AML/CTF, CDD and privacy requirements relevant to Claims & Estates; Strong judgement, organisation, communication and problem-solving capability; The ability to balance service delivery with quality, risk and customer outcomes; RG146 compliance is required

Nice to have

A tertiary qualification in Business, Finance or a related discipline

Benefits

Paid parental leave; Fully funded school holiday program; CU Health (virtual healthcare); Income protection; Flu shots; Wellness weeks; Retail discounts; Financial wellbeing services; Social events, trivia nights and corporate sports; Employee Resource Groups (LGBTQIA+, DAWN, Culture Group, Carers Group); Paid volunteering and Netwealth Impact Group; Flexible hybrid model with 4 days in the office each fortnight; End-of-trip amenities and daily breakfast in Melbourne; Career development and support for internal mobility