Operations Manager

Clearview Wealth; Sydney; Hybrid; AUD 150,000 - 200,000; Full time

Benefits offered by this job

5 weeks annual leave

15 days personal/carer’s leave

Family Care program

Hybrid 3 days in office, 2 days WFH

AUD$500 wellbeing payment per year

AUD$295 new starter e-voucher

Job summary

ClearView Wealth, now part of Zurich, seeks a leader to run the Policy Maintenance Operations team in a Life Insurance context. You’ll ensure high-quality, compliant outcomes while driving performance and continuous improvement across the function.

In this role you’ll manage governance and risk activities, coach a team, and collaborate with internal and external partners to meet regulatory and business objectives within a hybrid work arrangement.

Qualifications

• Minimum 3 to 5 years' leadership experience within an operational environment in the Life Insurance industry (ideally).
• RG146 accreditation, or the ability to obtain accreditation, is desirable.
• Sound understanding of the Life Insurance Code of Practice, regulatory frameworks, and risk and compliance obligations.

Responsibilities

• Lead the day-to-day operations of the Policy Maintenance team, driving service excellence and embedding agreed ways of working across the broader Operations function.
• Own and manage team performance against key operational metrics, including productivity, workflow management, quality outcomes, regulatory compliance, service standards.
• Develop and maintain strong stakeholder relationships, effectively balancing competing priorities while fostering collaboration and alignment to organisational goals.
• Proactively oversee governance, risk, and compliance activities to ensure adherence to regulatory and business requirements.
• Champion a strong risk and compliance culture by promoting accountability and that risk management is everyone's responsibility.
• Lead, coach, and develop team members through performance management and career development activities.
• Provide subject matter expertise across projects, regulatory changes, and continuous improvement programs.
• Maintain ownership of the Policy Maintenance Hub, ensuring policies and procedures remain accurate and accessible.

Skills

Leadership

Stakeholder engagement

Communication

Regulatory compliance

Process improvement

Education

RG146 accreditation

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.

About the role:

The role has responsibility for leading the day-to-day operations of the Operations (Policy Maintenance) team, ensuring the delivery of high-quality, efficient and customer outcomes. The role drives team performance, manages risk and compliance obligations, and fosters a culture of accountability and continuous improvement.

Primary Responsibilities:

Lead the day-to-day operations of the Policy Maintenance team, driving service excellence and embedding agreed ways of working across the broader Operations function.

Own and manage team performance against key operational metrics, including productivity, workflow management, quality outcomes, regulatory compliance, service standards.

Develop and maintain strong stakeholder relationships, effectively balancing competing priorities while fostering collaboration, transparency, and alignment to organisational goals.

Proactively oversee governance, risk, and compliance activities to ensure adherence to all regulatory and business requirements, including risk management, controls assurance, incident management, and complaints resolution.

Champion a strong risk and compliance culture by taking ownership of role-specific obligations, promoting accountability, and reinforcing that risk management is everyone's responsibility.

Lead, coach, and develop team members through effective performance management and career development activities that support employee engagement and retention.

Provide subject matter expertise and operational leadership across projects, regulatory change initiatives, business transformation activities, and continuous improvement programs.

Maintain ownership of the Policy Maintenance Hub, ensuring policies, procedures, controls, and operational documentation remain accurate, current, compliant, and accessible to support effective team performance.

Drive a culture of accountability, customer focus, continuous improvement, and operational excellence across the team.

Direct Reports

Up to 12 people

Key external relationships

Financial advisers and customers

Third party providers – Technology and Material suppliers

Regulatory and industry bodies (as required)

Key Internal Relationships

Life Operations Leadership Team

State Managers and Distribution Team

Product and Pricing

Risk and Compliance 1st and 2nd Line

Qualifications Required

Minimum 3 to 5 years' leadership experience within an operational environment in the Life Insurance industry (ideally), with a proven track record of delivering customer, people, and business outcomes.

RG146 accreditation, or the ability to obtain accreditation, is desirable.

Sound understanding of the Life Insurance Code of Practice, relevant regulatory frameworks, and risk and compliance obligations within a regulated financial services environment.

Attributes or Skills Required

Demonstrated experience leading and developing high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement.

Strong stakeholder engagement and relationship management capabilities, with the ability to influence outcomes and build effective partnerships across all levels of the organisation.

Excellent written, verbal, and interpersonal communication skills, with the ability to convey complex information clearly and effectively to diverse audiences.

Proven experience leading and implementing end-to-end process improvement and change initiatives, delivering sustainable business outcomes.

Highly developed planning, organisational, and prioritisation skills, with the ability to effectively manage competing demands and meet deadlines.

Demonstrated resilience, problem-solving, and conflict resolution skills, with the ability to remain calm and effective in a fast-paced environment while managing multiple priorities and stakeholder expectations.

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.