Client Finance Operations Lead

1 day ago


Brighton, Brighton and Hove, United Kingdom Sanderson Recruitment Full time £60,000
About the Role

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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