Operations Consultant

ClearView; Sydney; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Workplace flexibility

Employee Referral Program

Extended Parental Leave

Additional Leave

Volunteer Day

IPAC rewards

LinkedIn Learning

Reward & Recognition

Staff Discounts

Study Assistance

Fitness First Bond Street

Job summary

ClearView seeks a detail-oriented administrator to handle policy alteration requests for Life Insurance products. You will respond to adviser and customer inquiries, ensuring high service standards while adhering to financial services procedures.

The role supports a hybrid work model with opportunities across claims and administration, suitable for those with Life Insurance knowledge and customer-service experience.

Qualifications

• Life Insurance knowledge is preferred.
• Strong customer service orientation and communication skills.
• Good time management and ability to handle multiple tasks.
• Attention to detail and accuracy in processing requests.
• Ability to work well in a team and resolve complaints effectively.
• Proficiency with Microsoft Office applications.

Responsibilities

• Process policy alteration requests for Inforce Policies and Life Insurance products.
• Respond to Adviser and Customer queries in writing and/or telephone.
• Meet all service standards and quality objectives.
• Follow WHS policies and intranet guidelines.

Skills

Life Insurance

Customer Service

Time Management

Communication

Attention to detail

Teamwork

Complaint resolution

MS Office

Tools

MS Office

Job description

Full-time or Part-time (3–5 days per week) | Hybrid Working

Looking for a role that offers flexibility, meaningful work and the opportunity to build your career in Life Insurance?

Whether you're looking for a full-time opportunity or prefer to work 3–4 days per week, we'd love to hear from you. We're committed to finding the right person and are happy to offer flexible working arrangements that support work-life balance

We also welcome candidates from a variety of claims backgrounds. If you've worked in Life Insurance (Retail or Group), Superannuation, or Workers' Compensation.

Role Summary:

This role is responsible for the processing of policy alteration requests and functions for ClearView’s Life Insurance products in accordance with Financial Services procedures and guidelines.

Primary Responsibilities:

• The administration of all alteration requests for Inforce Policies
• Responding to Adviser and Customer queries in writing and/or telephone
• Meeting all service standards and quality objectives
• ClearView takes its Work, Health and Safety (WHS) obligations seriously. All employees must follow policies which are located on our intranet Connect.
  

Secondary Responsibilities

• Learning process and assisting the Rollovers team from time to time
• Filing/scanning
• Banking
  
• General Office Administration

Qualifications & Skills Required

• Life Insurance knowledge
• Customer Service Orientation
• Time Management
• Communication skills - both verbal and written
• Attention to detail
• Ability to work as one team
• Complaint resolution skills
• Microsoft Office Experience
  

Why Us? Our benefits:

ClearView is an ASX-listed Australian life insurance business. For over a decade we’ve served our customers with a clear vision: to help Australians and their families achieve peace of mind about their future while being a positive force for our people, partners, customers and community.

Values: Integrity, Collaboration, Authenticity, Persistence

Some Of Our Benefits Include"

• Workplace flexibility - We have a hybrid working model, giving you to opportunity to work from home 2 days per week. This gives you the support you need to help balance your career with the things that make your life rich - such as family, health and doing the things you love.
• Employee Referral Program - successfully refer a friend and receive $1,000
• Extended Parental Leave - 16 weeks paid Parental leave cover on top of government leave for all genders
• Additional Leave - More Time to Recharge – Receive 5 weeks of annual leave, with bonus leave days and additional paid leave over the festive period.
• Volunteer Day - 2 days of paid leave to volunteer in the community per year
• IPAC rewards - an extensive rewards program offering discounts and cash-back deals at over 350+ retailers
• LinkedIn Learning - Over 6,000 Courses and accreditations available to all staff, 24/7 - helping you to grow and progress in your career
• Reward & Recognition Program - Quarterly & Annual Awards celebrating employees and teams who are exceptional in living the ClearView values
• Staff Discounts - 27.5% discount on ClearView's life insurance product, ClearChoice
• Study Assistance - ClearView promotes learning and will provide financial assistance for approved learning and time off work to study and complete exams
• Fitness First Bond Street - 25% discount for our Sydney staff