Company

Clearview WealthSee more

addressAddressSydney, NSW
salary SalaryPermanent
CategoryInsurance

Job description

Job Description:
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
Why us?
ClearView provides an environment that rewards creative thinking, enabling us to deliver the best outcomes to our customers and partners, embedding our values of Integrity, Persistence, Authenticity and Collaboration in everything we do and decision we make.
We also offer
  • Work place 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
  • Meditation sessions - in person and remote (optional)
  • 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
Refer code: 1515636. Clearview Wealth - The previous day - 2024-02-21 05:58

Clearview Wealth

Sydney, NSW
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