Contact Centre Advisor

ClearView Wealth; Sydney; Hybrid; AUD 65,000 - 75,000; Full time

Benefits offered by this job

5 weeks annual leave

Hybrid work pattern: 3 days in office,

Wellbeing payment

Starter e-voucher

World-class training

Global mobility opportunities

Job summary

ClearView Wealth, now part of Zurich, is hiring a Call Centre Consultant in Sydney to join its hybrid team. You’ll be the first point of contact for advisers and clients, handling calls and emails with a focus on service quality.

Full training is provided, with in-office time in the first 8 weeks and a 3-on/2-off hybrid pattern thereafter. You’ll contribute to a high-performing, client-centric culture within a global network.

Qualifications

• Minimum 12 months in a customer service role across retail, hospitality or corporate environments.
• Strong written and verbal communication; ability to build relationships.
• Ability to prioritise and manage multiple tasks; proactive learner.

Responsibilities

• Primary Contact: Manage adviser and client calls and emails directed to ClearView.
• Become an Expert: develop in-depth knowledge of Life products and procedures.
• Collaborate: work with internal teams to promote a client-focused approach.
• Deliver Results: partner with Operations to ensure accurate and timely outcomes for clients.
• Ensure Compliance: uphold legal standards and address gaps with proactive solutions.

Skills

Customer service experience

Exceptional communication

Organisational skills

Positive attitude

Job description

ClearView is now part of Zurich, bringing together the best of both worlds.

ClearView is entering an exciting new chapter following its acquisition by Zurich Australia. Join ClearView and help shape what’s next.

As we bring our businesses together, ClearView will continue to operate as a distinct business. For new employees joining, you’ll be employed by Zurich and work within the ClearView business.

This creates a unique opportunity to contribute to a business with a strong identity, great culture, and entrepreneurial spirit, while also benefiting from the scale, stability and global opportunities that come with being part of Zurich.

As Zurich and ClearView come together, you’ll have the opportunity to play a key role in shaping the future, contributing to our long-term growth ambitions, digital transformation agenda and commitment to delivering outstanding outcomes for customers.

We understand that candidates may have questions about the transition. We’re committed to being open, transparent and supportive throughout the recruitment process, ensuring you have the information you need to make an informed decision about joining us and being part of what comes next.

Hours:

Our contact centre team operates on a rotating roster from 8 am

• 6 pm, Monday
• Friday, the shifts are rotating (e.g 8:30-4:30, 9:00
• 5:00
• 10:00am
• 6:00pm)

Training

Full training will be provided, during the first 8 weeks training, you will be required to be in the office more days per week, thereafter, it will be 3 days/hybrid option.

What’s the Role?

As a Call Centre Consultant, you will be at the heart of our operations, providing essential support for our Advisers, clients, and customers.

You’ll be the first point of contact, to efficiently handle incoming calls and emails. You will collaborate with the wider team to deliver exceptional service, resolve enquiries, and ensure a seamless experience for all our advisors and clients.

Key Responsibilities

• Primary Contact: Manage adviser and client relationships by handling calls and emails directed to ClearView.
• Become an Expert: Develop in-depth knowledge of Life products and procedures, becoming a go-to resource for all things related to our offerings.
• Collaborate: Work closely with various internal teams to promote a client-focused approach, from attracting new clients to building lasting relationships.
• Deliver Results: Partner with the Operations team to ensure accurate and timely outcomes for our clients.
• Ensure Compliance: Uphold legal standards and address any gaps or weaknesses with proactive solutions.

What We’re Looking For

• Customer Service Experience: At least 12 months in a customer service role (retail, hospitality, or corporate environments are all welcome!).
• Exceptional Communication Skills: Ability to build positive relationships and work collaboratively.
• Organisational and Negotiation Skills: Strong skills in managing priorities and engaging in projects.
• A Positive Attitude: Dedication, eagerness to learn, and a proactive approach to your work.

Why us?

• Enjoy 5 weeks of annual leave for permanent staff through our Z leave initiative, along with 15 days of personal/carer’s leave as we empower our people to manage their own wellbeing. Plus, access to Family Care (parental leave).
• Benefit from a hybrid working arrangement – 3 days in the office and 2 days working from home per week for full-time employees.
• Access programs to stay healthy and feel healthier, receive an AUD$500 wellbeing payment per year, and a AUD$295 new starter e-voucher for your work-from-home setup (flex work - hybrid working), along with other great benefits through our Shine portal.
• Grow and thrive in your career with our award-winning training programs. We support and encourage your development because our strength lies in our people, and we value your individuality.
• Work with global, diverse, and inclusive teams; explore your passions, fuel innovation, drive equity, collaborate, and make a positive difference beyond your role.
• Take advantage of global mobility opportunities across more than 200 countries worldwide.
• Volunteer and work in our state-of-the‑art Green Star rated offices (when you are in the office) and dress for your day.
• We plant a tree for every new employee.
• Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive Workplace; Gold AWEI Employer, Pride in Diversity… to name a few.

Zurich is an equal opportunity employer.

We are committed to ensuring that our recruitment process is fair and accessible for all candidates.

If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.