At a Glance
- Tasks: Dive into finance operations, solve reconciliation puzzles, and improve processes in insurance.
- Company: Join a close-knit team at a growing insurance business.
- Benefits: Enjoy hybrid working, competitive salary, and clear career progression.
- Why this job: Shape the finance function and make a real impact on operations.
- Qualifications: Experience in finance operations and strong reconciliation skills are essential.
- Other info: Be part of a supportive environment where your ideas truly matter.
The predicted salary is between 36000 - 60000 Β£ per year.
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, weβd love to hear from you.
What Weβre Looking For
- Experience in insurance finance operations, premium accounting, or similar finance-operations role
- Strong reconciliation skills β 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 / Google 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 Youβll Be Doing
Premium Accounting & Reconciliation
- 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 β bind β bordereaux β cash collection β 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)
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
- Part-qualified or studying for an accounting qualification (AAT/ACCA/CIMA)
Insurance Finance Operations Analyst Jan25 in Esher employer: Healix International
Contact Detail:
Healix International Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Insurance Finance Operations Analyst Jan25 in Esher
β¨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
β¨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
β¨Tip Number 3
Prepare for interviews by practising common questions related to finance operations and reconciliation. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your problem-solving skills.
β¨Tip Number 4
Donβt forget to follow up after your interview! A quick thank-you email reiterating your interest can keep you fresh in their minds and shows your enthusiasm for the role. Plus, itβs just good manners!
We think you need these skills to ace Insurance Finance Operations Analyst Jan25 in Esher
Some tips for your application π«‘
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in insurance finance operations and any relevant skills, like reconciliation and data management. We want to see how you fit into our world!
Show Off Your Problem-Solving Skills: In your application, give examples of how you've tackled tricky reconciliation puzzles or improved processes in previous roles. We love a proactive approach, so let us know how you take ownership of challenges!
Be Clear and Concise: When writing your application, keep it straightforward. Use bullet points for key achievements and make sure your language is easy to follow. We appreciate clarity, especially when it comes to numbers!
Apply Through Our Website: Donβt forget to submit your application through our website! Itβs the best way for us to receive your details and ensures youβre considered for the role. We canβt wait to hear from you!
How to prepare for a job interview at Healix International
β¨Know Your Numbers
Brush up on your reconciliation skills before the interview. Be ready to discuss specific examples where you've solved complex financial puzzles or improved processes in your previous roles. This will show that youβre not just familiar with the numbers, but that you thrive on tackling challenges.
β¨Understand the Premium Lifecycle
Make sure you have a solid grasp of the insurance premium lifecycle. Familiarise yourself with each stage from quote to insurer settlement. Being able to articulate this knowledge will demonstrate your understanding of how finance and operations intersect in the insurance world.
β¨Show Your Proactive Side
Prepare to share instances where you took ownership of a project or identified control weaknesses in your previous roles. Companies love candidates who are proactive and can drive improvements, so highlight your hands-on approach and any successful initiatives you've led.
β¨Get Comfortable with Data
Since you'll be working with data from multiple systems, practice discussing how you've managed and analysed data in the past. Be ready to explain how you spot inconsistencies and ensure accurate data flows, as this is crucial for the role.