Kate Griffith Email & Phone Number

Wollongong, Australia

- Strong understanding of legislative requirements and trustee obligations, partnering with clients to overlay client specific data needs; analysis of data and creation of complex SQL to identify data breakages and process improvement opportunities- Design and implementation of new data remediation process including creating procedures, and ensuring.

Wollongong, Australia

• Leading and managing up to 16 direct reports with focus on staff engagement and development
• Working within targets and deadlines with a sound understanding of workflow practices and service standards
• Engaging with internal stakeholders, Senior Management and clients to implement changes in work practices and process improvements
• Understanding of planning and budgeting procedures and principles
• Identifying opportunities to improve services to the business and clients… Show more
• Identifying opportunities to improve services to the business and clients, researching and making proposals to trustees

• Providing support to the Head of the Office of the Superannuation Trustee
• Representing the Trustee as a key stakeholder in business improvement and regulatory change projects, and coordinating stakeholder engagement in various Trustee projects
• Attendance at board meetings and production of board papers under deadline pressure
• Drafting formal trustee communications, process guides and procedural documents.
• Facilitating and scheduling meetings for various trustee committees… Show more
• Facilitating and scheduling meetings for various trustee committees including Investment Committee, Claims Review Committee and Unit Pricing Committee; compiling agendas, drafting minutes and ensuring delivery of.

• Case management of superannuation Death, Disability and Terminal Illness claims
• Administration including processing benefit payments, premium refunds, preservation/unit adjustment, creating exit documents and related member correspondence
• Compiling monthly and quarterly claims reporting, identifying trends and providing proactive advice to the business to address emerging issues
• Negotiating and liaising with internal and external insurers to facilitate timely resolution of… Show more
• Negotiating and liaising with internal and external insurers to facilitate timely resolution of claims
• Complex investigation and resolution of superannuation related complaints

• Senior member of the Contact Centre team
• Additional responsibilities included quality monitoring, training inductees in systems and procedures
• Dealing with escalated calls and complaints

Diploma In Superannuation, Superannuation

High School