Planning & Performance Analyst — Hybrid, 5 Weeks Leave

Zurich Australia; Sydney; Hybrid; AUD 110,000 - 135,000; Full time

Job summary

Zurich Australia is seeking a Planning and Performance Analyst within our Claims function. You will shape performance, planning and direction for a key customer-facing area, turning data into insights to support smarter decisions and better outcomes.

You’ll drive forecasting, dashboards and analytics to enable operational excellence and contribute to AI-driven initiatives that create measurable value for customers and the business.

Qualifications

• Experience designing and implementing performance measurement frameworks and reporting solutions.
• Proven ability to analyse data within a General Insurance environment.
• Experience with back-office workforce planning and scheduling.
• Strong financial analysis, forecasting and planning experience in a corporate environment.
• Advanced capability using SQL and Power BI to develop insights, reporting and dashboards.
• Demonstrated ability to connect business strategy with measurable performance outcomes.

Responsibilities

• 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.

Skills

Data analysis

Forecasting

Performance measurement

Stakeholder collaboration

Financial analysis

Workforce planning

Tools

SQL

Power BI

Job description

Zurich Australia is seeking a Planning and Performance Analyst within our Claims function. You will shape performance, planning and direction for a key customer-facing area, turning data into insights to support smarter decisions and better outcomes.

You’ll drive forecasting, dashboards and analytics to enable operational excellence and contribute to AI-driven initiatives that create measurable value for customers and the business.