Role status: Permanent

Locations: Brisbane, Sydney and Melbourne (open to either of those states)

About the Company

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:

Do you want to be an integral part of an evolving structure that promotes career development? Do you want to be part of a smaller team with a flat structure where you can have autonomy to re-engineer processes?

In this role,



you will be responsible for the assessment and placement of life insurance risks presented to ClearView and the management of all parties to the risk contract. You'll support our and take ownership of daily tasks in this function that are crucial for delivering effective support to the business in the realms of governance and reporting.

A day in the life:

- Assessment of risks

- Conveying terms to advisers and insureds

- Liaison with third parties immediately involved in the risk contract (doctors, accountants, reinsurers)

- Liaison with distribution staff

- Marketing responsibilities -building strong professional partnerships with suppliers / advisers

- Mentoring Underwriters and Tele Interview Consultants

Key external relationships:

- Advisers

- Reinsurers

Key internal relationships:

- Distribution

- CMO

- Claims

- New business

Qualifications Required

- Diploma of Financial Planning

- Diploma of Life Insurance

- ALUCA qualifications

- Chartered Insurance Institute / Academy of Life Underwriting qualifications

What you'll need to succeed:

- Verbal ability and warmth

- Empathy in communication

- Ability to self-manage

- Strong ability to manage conflict and stressors

- Strong analytical skills

- Practically minded

- Outcome focused

Benefits:

- 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.

📌 Principle/Senior Underwriter (Brisbane, Sydney or Melbourne)
🏢 ClearView Wealth
📍 Brisbane