Client Finance Operations Lead
1 day ago
Join Sanderson Recruitment's Client Finance Operations team of a leading global insurance brokerage as a Service Delivery Excellence Manager.
This role is ideal for a candidate with a background in finance or insurance broking accounts who is looking to make a significant impact in a dynamic and growing business.
The successful candidate will focus on enhancing insurer relationships, ensuring service excellence, and contributing to the delivery of high-quality outcomes.
- Supporting managers and senior managers in managing the interface between client finance teams, client-facing broking businesses, and insurers.
- Acting as the technical escalation point within the client finance teams, ensuring optimal levels of service for insurers.
- Building and strengthening insurer relationships by reviewing processes, fostering collaboration, and leading partnership meetings.
- Developing and monitoring KPIs/SLAs, ensuring the team meets performance targets.
- Producing management reports on key targets, projects, and insurer issues.
- Escalating and coordinating the resolution of issues with business units or technical teams.
- Managing credit control requests from insurers, ensuring timely and accurate responses.
- Supporting premium query resolution, tracking actions to completion, and coordinating business and insurer performance reviews.
- Assisting managers with training gap analysis, performance feedback, and annual appraisals.
Key Requirements:
- A background in finance or client finance operations.
- Strong knowledge of insurance broking accounts and FSA client money rules.
- Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with industry software such as Power BI, Brokersure BE/EA, and A4B.
- Strong numerical and analytical skills, with the ability to interpret financial data and facilitate decision-making.
- Excellent verbal and written communication skills, with the ability to build and maintain professional relationships.
- A collaborative approach and the ability to work effectively as part of a team.
Estimated Salary: £60,000 - £70,000 per annum (dependent on location and experience).
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