Team Leader - Claims & Estates

The role

You will lead the Claims & Estates team in the assessment and administration of deceased member accounts, permanent incapacity, terminal illness, and financial hardship claims. The role combines people leadership with hands-on superannuation and death claim technical expertise.

What you will do

• Lead, coach and develop the team with regular feedback and guidance
• Act as a technical point of reference for superannuation, death claims, systems, and controls
• Provide hands-on support with escalations and complex cases
• Oversee workloads, queues and priorities to meet service commitments and quality standards
• Balance customer outcomes, accuracy, turnaround times, operational risk and compliance
• Identify inefficiencies, risks and opportunities to improve processes and workflows
• Support the implementation of operational and system changes
• Identify and escalate incidents, breaches and control issues
• Partner with Manager and internal stakeholders to deliver operational outcomes

Required qualifications

• Extensive experience in Claims & Estates
• 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
• Ability to coach team members through technical matters, complex cases and quality standards
• Understanding of regulatory, compliance and operational risk requirements including superannuation legislation, AML/CTF, CDD and privacy requirements
• Strong judgement, organisation, communication and problem-solving capability
• Ability to balance service delivery with quality, risk and customer outcomes
• RG146 compliance

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
• Paid volunteering
• End-of-trip amenities and daily breakfast in Melbourne

About the company

Netwealth is an Australian FinTech business that provides an award-winning platform and NextGen technology for advisers and investors. The company focuses on innovation, agility, and supporting its people through growth and career development.