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Insurance Operations Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Moody's Full time

Moody's is a global leader in integrated risk assessment, empowering organizations to make informed decisions.

The role of Insurance Operations Specialist will focus on managing and implementing operational processes to provide valuable financial insights to senior management.

This position offers the opportunity to be part of a team that develops and improves data collection systems and processes, enhancing the efficiency of the insurance business across all function units.

The successful candidate will join a fast-growing business within a top-tier global ERM software provider, serving the banking and insurance industries, with opportunities for development and involvement in challenging projects.

A willingness to engage, learn, and contribute to functional and technical challenges on internal projects is essential. This role provides a great opportunity to gain rapid exposure to blue-chip clients while helping a new team develop its implementation and deployment processes.

The position may require occasional travel to Americas, EMEA, and APAC regions.

Key Responsibilities

  1. Support the management and maintenance of historical databases containing key financial metrics.
  2. Run reports with insights to key management or financial data to help understand business performance across all insurance product lines.
  3. Utilize our Customer Relationship Management (CRM) system to monitor Sales orders, ensuring clients can access software and deliverables, completing delivery records, and maintaining accurate data.
  4. Ensure accurate data is maintained throughout the sales cycle and influence others to do likewise.
  5. Adhere to operational standards to support MA business.

Financial Analysis

  1. Liaise with internal departments within MA to provide key financial information, ensuring accurate client data is maintained.
  2. Support the development of new financial reports and analysis.

Technical Requirements

  1. Strong knowledge of Microsoft Office is required.
  2. Knowledge of data analysis tools/techniques such as Power Bi, Tableau/Oracle is beneficial.

Qualifications:

  1. Undergraduate/first-level degree in Finance/Accounting, Business Administration/Management, or similar - degree with a quantitative element is beneficial.
  2. A strong business-focused orientation with the drive and enthusiasm required to achieve results.
  3. Experience in a customer service, administration, business/IT Support, Finance, or Operational role providing quality support with a focus on attention to detail and accuracy is beneficial.
  4. Clear written and verbal communication skills with the ability to communicate complex business and technical concepts to a wide audience.
  5. Proactive problem solver with a strong attention to detail, quality, and accuracy.
  6. Fluency in English is essential. Fluency in other languages is beneficial but not required.