Operations Consultant ( Policy Maintenance Administrator)

ClearView Wealth; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

5 weeks annual leave

Hybrid work (3 days in office / 2 from

Wellbeing payments

New starter e-voucher

Career development

Job summary

ClearView Wealth, now part of Zurich Australia, is seeking an Operations Consultant (Policy Maintenance Administrator) to manage policy alteration requests for life insurance products. The role combines processing, customer and adviser inquiries, and general office tasks in a hybrid Sydney environment.

You will join a supportive team with strong growth opportunities, comprehensive benefits including extended leave, wellbeing programs, and flexible work arrangements as the business integrates

Qualifications

• Prior Administration experience, preferably in Financial Services/Insurance.
• Strong attention to detail.

Responsibilities

• Process policy alteration requests for Inforce Policies.
• Respond to adviser and customer queries in writing or by phone.
• Meet service standards and quality objectives.
• Support Rollovers team when needed.
• Filing and scanning documents.
• Handle banking tasks.
• Provide general office administration.

Skills

Administration experience

Attention to detail

Financial services knowledge

Job description

Operations Consultant ( Policy Maintenance Administrator)

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.

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.

The successful candidate will be responsible for:

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

The successful candidate will have:

• Prior Administration experience - experience within Financial Services/Insurance will be valued highly
• Great attention to detail

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.