Operations Team Leader - Existing Business

Role title: New Business Team Leader - Existing Business

A newly created position, reporting into our New Business Manager in our operations division at ClearView! This is an integral role in our business and will be responsible for the proficient management of workflow, quality, service deliverables and team performance as well as developing strong relationships with internal and external stakeholders.

Role Summary

You will Lead and develop the New Business team (5 direct reports) to provide a superior level of customer service resulting in the efficient and timely collection of outstanding application requirements to complete new life insurance policies.

Primary Key Responsibilities:

• Lead and assist the development of the New Business
• People leadership of direct reports
• Manage, monitor, and control workflow
• Develop, measure and monitor quality targets
• Identify and develop process improvement opportunities and efficiency gains.
• Provide technical expertise to support the team with case management
• Lead and participate in cross-business project teams for innovation, automation, and process initiatives
• Help manage resource capacity, capability, and performance
• Act as point of escalation for stakeholders about service issues/delays

Secondary Responsibilities

• Ensure team delivers to and/or exceeds service delivery expectations by liaising, interacting, band building relationships with internal and external stakeholders (underwriting, new business, maintenance, call centres, advisers and staff, customers, medical practitioners and other third parties)
• Data analysis, monitor and reporting on statistics and outputs.
• Manage resources for additional team accountabilities such as training and development and project requirements.

Direct Reports

• 5

Key external relationships

• Financial advisers
• UHG (United Health Group)

Key Internal Relationships

• New Business Manager
• New Business Team Leader - Fastrack New Business & Priority Service & Suspense Management
• Operations management
• Distribution - BDM's / BDA's
• Product
• Call Centre
• IT
• Finance
• Legal & Compliance

Qualifications Required

• Experience in people management
• Qualifications in management or leadership will also be highly regarded.

Attributes or Skills Required

• Passionate about providing superior customer service & complaint resolutions.
• Prioritisation and organisational skills
• Strong analytical and problem-solving skills.
• Proven leadership experience
• Life Insurance experience (preferred, not essential)
• Interpersonal skills with demonstrated ability to build and maintain both external and internal stakeholder relationships.
• Excellent verbal communication and telephone technique - ability to lead and close conversation.
• Problem solving ability.
• Decision making ability within delegated authority.
• Ability to make data driven decisions

Why us? Our benefits:

ClearView is an ASX-listed Australian life insurance business. For over a decade we've served our customers with a clear vision: to help Australians and their families achieve peace of mind about their future while being a positive force for our people, partners, customers and community.

Our flat structure offers 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!

Values: Integrity, Collaboration, Authenticity, Persistence

Some of our benefits include:

• Workplaceflexibility - We have a hybrid working model, giving you to opportunity to work from home 2 days per week. This gives 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 paid 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
• LinkedIn Learning - Over 6,000 Courses and accreditations available to all staff, 24/7
• Reward & Recognition Program - Quarterly & Annual Awards celebrating employees and teams who are exceptional in living the ClearView values
• Staff Discounts - 27. 5% discount on ClearView's life insurance product, ClearChoice
• Study Assistance - ClearView promotes learning and will provide financial assistance for approved learning and time off work to study and complete exams

• Seniority levelAssociate

• Employment typeFull-time

• Job functionFinance
• IndustriesInsurance

Referrals increase your chances of interviewing at ClearView Wealth Limited by 2x

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