At a Glance
- Tasks: Manage client pipelines and ensure seamless service delivery for high-net-worth clients.
- Company: Join Health Well Solutions, a leading medical insurance brokerage with 40 years of expertise.
- Benefits: Competitive salary, direct access to leadership, and a unique market position.
- Other info: Dynamic environment with opportunities for professional growth and influence.
- Why this job: Make a real impact in a high-visibility role within a growing firm.
- Qualifications: 3+ years in operations, strong organisational skills, and proficiency in CRM systems.
The predicted salary is between 35000 - 45000 £ per year.
Join a high-growth, FCA-regulated brokerage at the intersection of bespoke medical insurance and preventative healthcare. Working directly with the Managing Director, you will own the end-to-end client pipeline, ensuring seamless service delivery for high-net-worth clients. This is a central, high-impact role in a firm with over 40 years of expertise.
Location: London, UK
Why this role is remarkable:
- Direct access to senior leadership and the Managing Director, providing a unique perspective to influence business scaling.
- Unique market position through an exclusive partnership with Health Span, combining traditional brokerage with advanced preventative health screenings.
- High-visibility impact where you move beyond simple administration to own the operational heartbeat of a specialist, growing firm.
What you will do:
- Manage the full client pipeline from initial enquiry to policy placement, coordinating directly with insurers and senior advisers.
- Maintain operational control by tracking workflows, improving CRM data quality, and identifying bottlenecks before they impact client service.
- Ensure rigorous compliance in an FCA-regulated environment by managing sensitive data and maintaining audit-ready documentation and internal logs.
The ideal candidate:
- 3+ years of operational experience within UK Private Medical Insurance (PMI), financial services, or a regulated health‑tech environment.
- Exceptional organizational discipline with the ability to manage complex, multi‑stakeholder pipelines without needing close supervision.
- Professional communication skills and technical proficiency in CRM systems and Excel to maintain high standards for a sophisticated client base.
Operations Lead – Private Medical Insurance, London employer: Jack & Jill
Health Well Solutions is an exceptional employer, offering a dynamic work environment in the heart of London where you can directly influence the growth of a specialist medical insurance brokerage. With over 40 years of expertise, employees benefit from direct access to senior leadership, unique market positioning through exclusive partnerships, and ample opportunities for professional development in a high-impact role that goes beyond traditional administration.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Lead – Private Medical Insurance, London
✨Tip Number 1
Network like a pro! Reach out to connections in the private medical insurance sector or related fields. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its unique market position. Understand their partnership with Health Span and be ready to discuss how you can contribute to their operational heartbeat.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed complex pipelines or improved workflows in previous roles. This will demonstrate your ability to handle the end-to-end client pipeline effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Operations Lead – Private Medical Insurance, London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Operations Lead. Highlight your experience in managing client pipelines and any relevant operational roles you've held in the past. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private medical insurance and how you can contribute to our team. Be sure to mention your experience with compliance and CRM systems, as these are key for us.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you’ve achieved! Use numbers and specific examples to demonstrate how you've improved processes or enhanced client satisfaction in previous roles. We love seeing results!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Jack & Jill
✨Know Your Stuff
Make sure you brush up on your knowledge of private medical insurance and the specific services offered by Health Well Solutions. Familiarise yourself with their unique market position and how they combine traditional brokerage with preventative healthcare. This will show that you're genuinely interested in the role and understand the industry.
✨Showcase Your Experience
Prepare to discuss your previous operational experience in detail, especially any roles within UK Private Medical Insurance or regulated environments. Be ready to share specific examples of how you've managed client pipelines and improved workflows, as this will demonstrate your capability to handle the responsibilities of the Operations Lead.
✨Demonstrate Organisational Skills
Since the role requires exceptional organisational discipline, think of ways to illustrate your ability to manage complex tasks. You could mention tools or methods you use to stay organised, or share a story about a time you successfully juggled multiple stakeholders without supervision.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the company's growth plans, the team dynamics, or how they measure success in this role. This not only shows your interest but also gives you a better understanding of what to expect if you join the team.
