Policy Maintenance Manager

at  Clearview

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.

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.

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.
• Continuous Improvement: Support the Operations Manager in driving performance and cultural improvements across the team, while providing subject matter expertise for various projects and business initiatives.
• 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.Act as a subject matter expert in business improvement initiatives and projects.

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.