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- Tasks: Dive into finance operations, solving puzzles and improving processes in the insurance world.
- Company: Join a growing insurance business with ambitious plans and a supportive team culture.
- Benefits: Enjoy competitive salary, health insurance, hybrid working, and career development opportunities.
- Why this job: Shape finance operations and make a real impact in a high-growth environment.
- Qualifications: Experience in finance operations and strong reconciliation skills are essential.
- Other info: Be part of a dynamic team that values your ideas and offers clear career paths.
The predicted salary is between 36000 - 60000 £ 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, 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
If you’re driven, detail-oriented, and excited about becoming a core part of a high-growth insurance business, we’d love to hear from you.
About The Role:
What you’ll 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 → 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).
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
Skills Needed:
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 to 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. Most of us are on the front line; we keep our back office lean. We don’t use scripts, and we don’t time calls. We never lose sight of the fact that we’re dealing with real people.
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.
Company Benefits:
- Commitment to career development
- Health insurance
- Vacation
- Paid time off
- Retirement plan and/or pension
- Office perks
- Employee development programs
- Employee discounts
- Gym membership or wellness programs
- Opportunity to travel
- Casual dress
- Cycle to work
- Free work laptop
- Referral bonus
- Open office
- Competitive salary
- Life insurance
- Employee Assistance Scheme
- Wellbeing Scheme
- Social Opportunities
- Progression opportunities
Salary: Not disclosed
Insurance Finance Operations Analyst Jan25 in Esher employer: Healix
Contact Detail:
Healix Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Finance Operations Analyst Jan25 in Esher
✨Tip Number 1
Network like a pro! Reach out to people in the insurance finance world, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s operations. Understand their premium lifecycle and be ready to discuss how your skills can improve their processes. Show them you’re not just another candidate; you’re the one they need!
✨Tip Number 3
Practice your problem-solving skills with real-life scenarios. Think about how you would tackle reconciliation puzzles or discrepancies in data. Being able to demonstrate your thought process can really impress interviewers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our growing team.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Insurance Finance Operations Analyst. Highlight your experience in insurance finance operations and any relevant skills, like reconciliation and data management, that show you’re the perfect fit for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this role and how your background aligns with our needs. Don’t forget to mention your proactive approach and problem-solving skills!
Showcase Your Skills: We want to see your Excel/Sheets skills in action! If you have any examples of how you've used these tools to improve processes or solve problems, make sure to include them in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother 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 Healix
✨Know Your Numbers
Brush up on your reconciliation skills and be ready to discuss specific examples where you've solved complex financial puzzles. This role is all about the details, so showing that you can dive deep into the numbers will impress the interviewers.
✨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 industry and your ability to contribute effectively.
✨Show Your Proactive Side
Highlight instances where you've taken ownership of processes or identified areas for improvement in previous roles. The company values proactive individuals, so sharing your experiences will show that you're a great fit for their culture.
✨Excel at Excel
Since the role requires intermediate Excel skills, be ready to discuss your experience with spreadsheets. You might even want to prepare a few examples of how you've used Excel to analyse data or streamline processes in the past.
