Policy Maintenance Manager

2 weeks ago


Sydney, Australia ClearView Wealth Full time

Policy Maintenance Manager

ClearView are a Life Insurer focused on delivering fair, effective and sustainable financial products and services, while being easy to do business with for financial advisers and customers.

It is our people that make us leaders in our industry. We take time and care finding the right people that will help us grow; great people with great ideas, to ensure each and every member of our team has an opportunity to bring individuality and passion to their roles. ClearView provides an environment that rewards creative thinking, enabling us to deliver the best outcomes to our customers and partners, embedding our values of and in everything we do and decision we make.

**Role Summary**:
We are seeking an experienced and driven **Policy Maintenance Team Manager** to join our team at Clearview. In this pivotal role, you will lead, motivate, and develop a high-performing team dedicated to delivering exceptional service levels and driving employee engagement. Your leadership will foster a strong customer-centric culture and ensure the efficient and compliant management of our policy maintenance operations.

**Key Responsibilities**:

- **Team Leadership & Development**: Lead the policy maintenance team, embedding best practices and the 'approved ways of working' into broader operational teams at Clearview.
- **Performance Management**: Own and report on team performance, focusing on key performance indicators (KPIs) such as workflow, productivity, and compliance with service level agreements (SLAs), regulatory, and business objectives.
- **Stakeholder Management**: Build and maintain strong relationships with key internal and external stakeholders, managing competing priorities and promoting alignment with business goals.
- **Risk & Compliance**: Ensure governance activities meet risk and compliance requirements, including managing risk and controls, and handling incidents and complaints effectively.
- **Policy Maintenance Hub Management**: Oversee the Policy Maintenance Hub, ensuring it is well-managed and up to date with all relevant policies, procedures, and controls.

**Secondary Responsibilities**:

- Support employee engagement strategies, including performance management and career development planning.
- Provide leadership in managing end-to-end process changes and improvements.

**Key Relationships**:

- **External**: Financial advisers, customers, third-party providers (technology, material suppliers), regulatory and industry bodies.
- **Internal**: Life Operations Leadership Team, State Managers, Distribution Team, Product Solutions Manager, Risk & Compliance teams.

**To be successful in this role, you will have**:

- **Leadership Experience**: Demonstrated experience in managing and developing operational teams within a Life Insurance environment.
- **Stakeholder Management Skills**: Strong relationship-building capabilities, ensuring clear communication and alignment with business objectives.
- **Regulatory Knowledge**: A sound understanding of the Life Insurance Code of Practice and relevant regulatory environments (desirable: RG146 Accreditation).
- **Process Improvement**: Experience in managing and executing end-to-end process changes to improve performance and compliance.
- **Resilience**: Strong conflict resolution and decision-making skills, with the ability to handle competing priorities under pressure.

**Qualifications**:

- 3-5 years of management experience in an operational team within a Life Insurance environment.
- RG146 Accreditation or equivalent (desirable).
- Knowledge of the Life Insurance Code of Practice and regulatory operating environments.

**Why us?**

ClearView is an innovative culture where ideas are welcomed, and results are recognised. Join us and you will be joining a group of likeminded, passionate people who turn up every day to share, help and be better than yesterday...together

**Some of our benef** **its include**:

- **Workplace** **flexibility** - We have a hybrid remote-working model to give 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
- **Additional Leave** - We offer up to another full week of Annual leave
- **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
- **Employee Assistance** - Free and confidential counselling services to all employees and their families
- **Study Assistance** - ClearView promotes learning and will provide financial assistance for approved learning and time off work to study and complete exams

If you're an experienced leader with a passion for driving performance and improving customer service in a dynamic environmen



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