
Project Manager
1 week ago
Join a fast-growing life insurance comparison business in Australia, committed to transforming the way Australians access life insurance. With insurer partnerships in place and a lead generation strategy ready to deploy, the company is now moving into its build-and-launch phase. We're seeking an experienced and proactive Project Manager to lead the operational setup of the business. This is a unique opportunity to be involved from day one — with a clear path to evolve into the Operations Lead role as the company scales.
Role OverviewThis is a foundational role ideally suited for someone who thrives in startup or early-stage environments. You will take ownership of designing, building, and implementing the business's end-to-end operational systems — from workflow design to compliance, technology infrastructure, and team setup.
- Liaise with partnered insurers to understand integration, application handling, and data/reporting requirements.
- Collaborate with legal and compliance teams to ensure alignment with the General Advice model and license obligations.
- Map out and document the entire customer journey: from lead capture through to referral to insurers.
- Design and implement operational workflows, quality controls, and reporting dashboards.
- Build, test, and manage the required systems (CRM, telephony, call recording, lead tracking, etc.).
- Evaluate and implement tools and platforms to support CRM, customer communications, analytics, call systems, social media, and marketing tracking.
- Work with website and marketing teams to optimise conversion paths and user experience.
- Assist in preparing job descriptions and recruiting staff across sales, support, and marketing.
- Assist in onboarding and training new team members, particularly on systems, processes, and compliance requirements.
- Coordinate with internal marketing and external lead generation partners to ensure lead quality, flow, and tracking.
- Set up systems to attribute, manage, and optimise leads.
- Establish and maintain strong operational and compliance procedures aligned to AFSL and ASIC guidelines.
- Monitor and audit processes for compliance and continuous improvement.
- Proven experience in project management, business operations, or startup environments.
- Familiarity with financial services, insurance, or other regulated industries preferred.
- Strong grasp of operational processes, compliance frameworks, and systems implementation.
- Resourceful, hands-on, and comfortable with ambiguity.
- Excellent stakeholder management and communication skills.
- Technically capable — not necessarily a developer, but confident implementing tools and platforms.
- Background in life insurance or general insurance.
- Experience with CRMs
- Knowledge of lead generation or affiliate marketing pipelines.
- Experience building or leading customer operations or support teams.
- A rare chance to shape a business from the ground up.
- Clear path to grow into a senior leadership role as Operations Lead.
- Work directly with visionary founders and industry partners.
- Be part of a mission-driven company aiming to simplify life insurance access for Australians.
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