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About the Role

As a Planning and Performance Analyst within the Claims business, you will play a key role in shaping the performance, planning, and future direction of a critical customer-facing function. You will transform data into meaningful insights to support better decisions, improve customer outcomes, and enhance business performance. This role offers an opportunity to influence continuous improvement by developing performance frameworks, delivering insights, and supporting initiatives that drive operational excellence within a team focused on innovation, forecasting, and digital transformation.

Responsibilities

Designing and enhancing reporting solutions that deliver actionable operational, financial, customer and compliance insights
Analysing performance trends, KPIs and key business metrics to identify opportunities for improvement
Partnering with Claims leaders to monitor performance outcomes and support delivery of strategic initiatives
Supporting planning and forecasting activities through accurate analysis and stakeholder collaboration
Developing forecasting models and performance monitoring tools that strengthen decision-making
Contributing to AI, automation and advanced analytics initiatives that create measurable business value

Requirements

Demonstrated ability to connect business strategy with measurable performance outcomes and initiatives
Proven experience analyzing and interpreting data within a General Insurance environment, then partnering with the business to implement a performance management framework
Advanced capability using AI tools, SQL and Power BI to develop insights, reporting and performance dashboards
Strong financial analysis, forecasting and planning experience gained over multiple years in a corporate environment
Experience working with digital, automation or AI-driven solutions is highly regarded
Strong customer-first mindset with the ability to balance empathy and sound judgment
Enjoy working collaboratively, open to learning, and take pride in making a genuine difference

Skills

AI tools
SQL
Power BI
Financial analysis
Forecasting
Planning
Data analysis
Performance management
Reporting
Digital transformation
Automation
Advanced analytics

Location

Australia

Work Type

Hybrid working arrangement (3 days in office, 2 days remote)
Full-time

Experience Level

Multiple years in a corporate environment

Benefits

5 weeks of annual leave (Z leave initiative)
15 days of personal/carer’s leave
Family Care (parental leave)
AUD$500 wellbeing payment per year
AUD$295 new starter e-voucher for work-from-home setup
Award-winning training programs
Global mobility opportunities
Volunteer opportunities
State-of-the-art Green Star rated offices
Tree planted for every new employee

About the Company

Forbes 2024 ‘World’s Best Employers’
Fortune’s ‘World’s Most Admired Companies’ for 2025
Leader in the insurance industry
Values-driven global organisation experiencing real growth and transformation
Committed to making a tangible difference and taking continuous steps towards a sustainable future
Entering the Australian personal home insurance market from October 2026
Expanding motor footprint through a partnership with Honey Insurance
Combines underwriting strength and claims expertise with a digital-first approach
Employer of choice awards/memberships: WGEA, Family Inclusive Workplace, Gold AWEI Employer, Pride in Diversity

Equal Opportunity

Zurich is an equal opportunity employer.
Committed to ensuring that our recruitment process is fair and accessible for all candidates.
Encourage candidates to notify us of any special accommodations required for the recruitment process.