Client Finance Operations Specialist

2 days ago


Brighton, Brighton and Hove, United Kingdom Sanderson Recruitment Full time

About the Job:

We are seeking an exceptional Service Delivery Excellence Manager to join our Client Finance Operations team at Sanderson Recruitment. As a key member of the team, you will play a vital role in maintaining strong insurer relationships, ensuring service excellence, and contributing to the delivery of high-quality outcomes.

Responsibilities:

  • Collaborate with managers and senior managers to manage the interface between client finance teams, client-facing broking businesses, and insurers.
  • Provide technical escalation support within the client finance teams, ensuring optimal levels of service for insurers.
  • Strengthen insurer relationships through process reviews, collaboration, and leadership of partnership meetings.
  • Develop and monitor KPIs/SLAs to ensure the team meets performance targets.
  • Produce management reports on key targets, projects, and insurer issues.
  • Coordinate the resolution of issues with business units or technical teams.
  • Manage credit control requests from insurers, ensuring timely and accurate responses.
  • Support premium query resolution, track actions to completion, and coordinate business and insurer performance reviews.
  • Assist managers with training gap analysis, performance feedback, and annual appraisals.

Skills and Qualifications:

To succeed in this role, you will require:

  • 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.

What We Offer:

We offer a competitive salary of up to £60,000, depending on experience. Our location in Brighton provides hybrid working arrangements, enabling a great work-life balance. Join our team and take your career to new heights



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