Planning and Performance Analyst

Zurich Australia; City of Melbourne; Hybrid; AUD 130,000 - 170,000; Full time

Benefits offered by this job

Five weeks annual leave (Z leave)

Hybrid work arrangement

Wellbeing initiative financial support

Go-green offices and global mobility

Job summary

Zurich Australia is hiring a Planning and Performance Analyst within the Claims business in Melbourne. You will turn data into meaningful insights, shaping performance, planning and the future direction of a key customer-facing function.

You will design reporting solutions, analyse KPIs, and develop forecasting models to drive operational excellence and strategic initiatives across a digital transformation program.

Qualifications

• Design and implement performance measurement frameworks and reporting solutions.
• Analyse data to identify opportunities for improvement in General Insurance.
• Plan and schedule back-office capacity with productivity dashboards.
• Collaborate with Claims leaders to monitor outcomes and support strategic initiatives.
• Forecasting and financial planning experience across corporate environments.
• Experience connecting business strategy to measurable performance outcomes and AI/digital initiatives would be highly regarded.

Responsibilities

• Design reporting solutions delivering actionable operational, financial, customer and compliance insights.
• Analyse performance trends, KPIs and metrics to drive improvements.
• Undertake workforce capacity planning and dashboards for back-office functions.
• Partner with Claims leaders to monitor outcomes and support strategic initiatives.
• Support planning and forecasting activities with accurate analysis and stakeholder collaboration.
• Develop forecasting models and performance tools to strengthen decision-making.
• Contribute to AI, automation and advanced analytics initiatives.

Skills

Power BI

SQL

Forecasting

Data analysis

Stakeholder collaboration

General Insurance domain

Education

Bachelor's degree in a related field

Tools

SQL

Power BI

Job description

A new transformational adventure awaits you…
How does 5 weeks of annual leave, a fulfilling career you'll genuinely enjoy, and working for a reputable organization that promotes wellbeing and drives digital transformation sound to you?
As one of Forbes 2024 'World's Best Employers' and Fortune's 'World's Most Admired Companies' for 2025, Zurich - a leader in the insurance industry, is on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.
Join us on this thrilling journey as we work towards our vision of becoming Australia's leading digital insurer. If you're eager to be part of a values-driven global organisation that's experiencing real growth and transformation, and if you share our commitment to making a tangible difference and taking continuous steps towards a sustainable future for our people, customers, communities, and our planet, then keep reading!
Let's create a brighter future together, let's make a difference
It's important to know, what you do matters. At Zurich, we don't just cover, we care.
From October 2026, Zurich will enter the Australian personal home insurance market while expanding our existing motor footprint through a newly enhanced partnership with Honey Insurance. This is a significant milestone for our business, combining Zurich's underwriting strength and claims expertise with Honey's digital-first approach to deliver a faster, smarter and more seamless experience for customers.
As a Planning and Performance Analyst within our Claims business, you'll play a key role in helping shape the performance, planning, and future direction of one of Zurich's most important customer-facing functions. Working closely with leaders and stakeholders across the business, you'll turn data into meaningful insights that support better decisions, improved customer outcomes, and stronger business performance.
This is an opportunity to influence continuous improvement at scale by developing performance frameworks, delivering valuable insights, and supporting initiatives that drive operational excellence. You'll be part of a team focused on innovation, forecasting, and digital transformation as we continue to enhance the way we support our customers and communities.
You will also be responsible for the following:

• Designing and enhancing reporting solutions that deliver actionable operational, financial, customer and compliance insights.
• Analysing performance trends, KPIs and key business metrics to identify opportunities for improvement.
• Undertaking workforce capacity planning and scheduling of back-office functions, including development and maintenance of operational productivity dashboards.
• Partnering with Claims leaders to monitor performance outcomes and support delivery of strategic initiatives
• Supporting planning and forecasting activities through accurate analysis and stakeholder collaboration
• Developing forecasting models and performance monitoring tools that strengthen decision-making
• Contributing to AI, automation and advanced analytics initiatives that create measurable business value

Important to your success - let's grow together
You are someone who brings a strong customer-first mindset, with the ability to balance empathy and sound judgement. You enjoy working collaboratively, are open to learning, and take pride in making a genuine difference in the moments that matter.
To be successful, you will have the following:

• Experience designing and implementing performance measurement frameworks and reporting solutions
• Proven experience analysing and interpreting data within a General Insurance environment
• Experience with back-office workforce planning and scheduling.
• Strong financial analysis, forecasting and planning experience gained over multiple years in a corporate environment
• Advanced capability using SQL and Power BI to develop insights, reporting and performance dashboards
• Demonstrated ability to connect business strategy with measurable performance outcomes and initiatives
• Experience working with digital, automation or AI-driven solutions would be highly regarded

Belong. Zurich is here to support you
There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.

• 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.

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, maintain work/life balance, and thrive in a supportive environment.
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.