Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Dive into finance operations, solving puzzles and improving processes in insurance.
- Company: Join a growing insurance business with a supportive and dynamic culture.
- Benefits: Enjoy hybrid working, competitive salary, and clear career progression.
- Why this job: Shape the finance function and make a real impact in a fast-paced environment.
- Qualifications: Experience in finance operations and strong reconciliation skills are key.
- Other info: Be part of a close-knit team where your ideas truly matter.
The predicted salary is between 36000 - 60000 £ per year.
Location: Esher Green
Are you a hands-on finance professional who loves getting into the detail of how insurance operations and finance work together? Do you enjoy solving reconciliation puzzles, improving processes, and being at the heart of how money flows through an insurance business? If so, we’d love to hear from you. We are a growing insurance business with ambitious plans. As our Insurance Finance Operations Analyst, you will play a vital role in connecting policy administration, brokers, insurers, and finance to ensure everything fits together accurately, efficiently, and transparently. This is an ideal role for someone who thrives in a small-business environment: owning processes, improving them, and becoming the go-to expert in how premiums, bordereaux data, cashflow and operational finance come together.
What We’re Looking For
- Experience in insurance finance operations, premium accounting, or similar finance-operations role
- Strong reconciliation skills — you love solving problems in the numbers
- Good understanding of the insurance premium lifecycle
- Comfortable working with data from multiple systems and spotting inconsistencies
- Proactive, hands-on and able to take ownership
- Excel/Sheets competent (intermediate level or above)
- Experience in a growing business or fast-changing environment is a bonus
- Part-qualified or studying for an accounting qualification (AAT/ACCA/CIMA) helpful but not required
Why join us?
- A rare chance to shape an entire finance-operations function as the business grows
- Close-knit, supportive team where your ideas genuinely matter
- Clear career path as the finance function expands
- Hybrid working options
- Competitive salary and benefits
- Opportunity to become a future team lead or specialist
About The Role
What you’ll be doing
- Reconcile policy sales, premiums, fees and commissions between internal systems, MGAs, brokers and insurer statements
- Perform regular cash allocation and premium matching
- Resolve discrepancies through investigation and work closely with operational teams and partners
- Maintain clean, accurate ledger balances and sub-ledger links
Finance Operations
- Monitor the full premium lifecycle: quote → bind → bordereaux → cash collection → insurer settlement
- Support the production of insurer reporting and settlement bordereaux
- Track and forecast cash movements and operational finance metrics
- Prepare and maintain MI relating to operational finance performance
Process & Systems
- Identify control weaknesses and implement improvements
- Work with operations and underwriting teams to ensure accurate data flows
- Support integration projects between finance systems, policy platforms, and reporting tools
- Help refine reconciliations, workflows and documentation as the company scales
Cross-Business Collaboration
- Work closely with underwriting, sales, claims, and accounting functions
- Provide insight and clarity around premium movements and financial impacts
- Be a trusted point of contact for external partners (brokers, TPAs, MGAs, insurers)
Skills & Company
- Experience in insurance finance operations, premium accounting, or similar finance-operations role
- Good understanding of the insurance premium lifecycle
- Proactive, hands-on and able to take ownership
About The Company
We offer UK employee healthcare benefits, and travel, medical and security assistance in every corner of the globe. Our purpose is to help people in difficult situations – whether that’s a cancer diagnosis, a need for medical assistance when they’re far from home, or being caught up in conflict or natural disaster. We talk to them, support them, and make sure they get the help they need. If necessary, we’ll pull them out and bring them home. We’re co-ordinators and problem-solvers: experts at navigating the global health and security landscape. Our teams of doctors, nurses, travel and medical co-ordinators and security experts make sure that your people will be looked after, whatever happens supported by technology designed help individuals, not slot them into a predetermined solution. We work with governments, broadcasters, NGOs, international corporations, major insurers and more. No two clients are the same: we adapt our services to their needs. More importantly, we adapt to the practical and human needs of the individuals we protect.
Company Culture: Instead, we focus on ensuring our highly trained specialists have the space and time they need to be effective. We let them use their initiative to get the job done, because the situations they face often throw up unexpected challenges – and no protocol survives contact with the real world. Our clients have thousands of employees and customers, at home and abroad, so they need a business big enough to handle any situation. But they chose Healix because they also need an organisation that’s personal enough to care. Our people are driven to do things in the best way, not the way they have always been done. We work hard, and our efforts are rewarded with great development opportunities and a supportive team spirit. We want to nurture this friendly and dynamic company culture so that we can continue to attract diverse talent with a breadth of knowledge and world-class skills.
As a part of Healix, you can expect a range of excellent benefits and an environment where people really do care.
Required Criteria
- Experience in insurance finance operations, premium accounting, or similar finance-operations role
- Good understanding of the insurance premium lifecycle
- Proactive, hands-on and able to take ownership
Desired Criteria
- Experience in a growing business or fast-changing environment is a bonus
- Part-qualified or studying for an accounting qualification (AAT/ACCA/CIMA) helpful but not required
Closing Date Friday 27th February, 2026
Contract Type Full-time
Salary Based on Experience
Insurance Finance Operations Analyst in Esher employer: Capacity Insights
Contact Detail:
Capacity Insights Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Finance Operations Analyst in Esher
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance finance world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your reconciliation skills. Be ready to discuss specific examples of how you've solved financial puzzles in the past. Show them you’re the go-to expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and fit your skills. Tailor your approach to each company’s culture!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. Mention something specific from your conversation to remind them why you’re the perfect fit for their team.
We think you need these skills to ace Insurance Finance Operations Analyst in Esher
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Finance Operations Analyst role. Highlight your experience in finance operations and reconciliation skills, as these are key for us. Use specific examples that show how you've solved problems in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about insurance finance and how you can contribute to our growing team. Be sure to mention any relevant qualifications or experiences that align with the job description.
Showcase Your Skills: Don’t forget to highlight your Excel/Sheets competency and your understanding of the insurance premium lifecycle. We want to see how you’ve used these skills in previous roles, so be specific about your achievements!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Capacity Insights
✨Know Your Numbers
As an Insurance Finance Operations Analyst, you'll be dealing with a lot of data. Brush up on your reconciliation skills and be ready to discuss specific examples where you've solved complex numerical problems. This will show your potential employer that you can handle the intricacies of premium accounting.
✨Understand the Premium Lifecycle
Make sure you have a solid grasp of the insurance premium lifecycle. Be prepared to explain how each stage works and how they interconnect. This knowledge will demonstrate your understanding of the role and your ability to contribute effectively from day one.
✨Show Your Proactive Side
This role requires a hands-on approach, so come armed with examples of how you've taken ownership of processes in previous roles. Discuss any improvements you've implemented or challenges you've overcome, as this will highlight your proactive nature and problem-solving skills.
✨Excel Skills are Key
Since you'll be working with Excel or Sheets regularly, make sure you're comfortable discussing your proficiency. Bring up any advanced functions or tools you've used in the past, and if possible, prepare to demonstrate your skills during the interview. This will set you apart as a candidate who is ready to hit the ground running.
