Insurance Finance Operations Analyst

Healix Group; Esher; Hybrid; GBP 40,000 - GBP 55,000; Full time

Job summary

A growing insurance firm in the UK seeks an Insurance Finance Operations Analyst. This pivotal role involves reconciliation of policy sales and implementing finance operations improvements. Ideal candidates will have experience in insurance finance operations, strong reconciliation skills, and a proactive approach to problem-solving. The position offers the opportunity to shape finance operations within a close-knit, supportive team and pursue a clear career path as the business grows.

Benefits

Competitive salary and benefits

Career advancement opportunities

Supportive team environment

Qualifications

• Experience in insurance finance operations or premium accounting.
• Good understanding of the insurance premium lifecycle.
• Proactive and hands-on with ownership mentality.

Responsibilities

• Reconcile policy sales, premiums, fees, and commissions.
• Monitor the full premium lifecycle, supporting insurer reporting.
• Identify control weaknesses and implement improvements.

Skills

Reconciliation skills

Premium accounting

Data analysis

Excel competency

Ownership mentality

Education

Part-qualified for AAT/ACCA/CIMA

Job description

Insurance Finance Operations Analyst

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 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
• 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)

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

About the company

All around the world, Healix safeguards people's health and wellbeing.

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
• Good understanding of the insurance premium lifecycle

Desired Criteria

• Experience in a growing business or fast-changing environment is
• Part-qualified or studying for an accounting qualification (AAT/ACCA/CIMA) helpful but not required

Skills you'll need