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, brokers, 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
Hybrid working options
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
What you will need
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
Healix
All around the world, Healix safeguards people's health and wellbeing.
We offer UK employee healthcare benefits, and travel, medical and security assistance in every corner of the globe. Our purpose is to help people in difficult situations – whether that’s a cancer diagnosis, a need for medical assistance when they’re far from home, or being caught up in conflict or natural disaster. We talk to them, support them, and make sure they get the help they need. If necessary, we’ll pull them out and bring them home. We’re co-ordinators and problem-solvers: experts at navigating the global health and security landscape. Our teams of doctors, nurses, travel and medical co-ordinators and security experts make sure that your people will be looked after, whatever happens supported by technology designed help individuals, not slot them into a predetermined solution. We work with governments, broadcasters, NGOs, international corporations, major insurers and more. No two clients are the same: we adapt our services to their needs. More importantly, we adapt to the practical and human needs of the individuals we protect. Most of us are on the front line; we keep our back office lean. We don’t use scripts, and we don’t time calls. We never lose sight of the fact that we’re dealing with real people.
Instead, we focus on ensuring our highly trained specialists have the space and time they need to be effective. We let them use their initiative to get the job done, because the situations they face often throw up unexpected challenges – and no protocol survives contact with the real world. Our clients have thousands of employees and customers, at home and abroad, so they need a business big enough to handle any situation. But they chose Healix because they also need an organisation that’s personal enough to care. Our people are driven to do things in the best way, not the way they have always been done. We work hard, and our efforts are rewarded with great development opportunities and a supportive team spirit. We want to nurture this friendly and dynamic company culture so that we can continue to attract diverse talent with a breadth of knowledge and world-class skills. As a part of Healix, you can expect a range of excellent benefits and an environment where people really do care.
Our benefits
Commitment to career development We are committed to helping our people build and develop successful careers. Our employees are given direct responsibility and opportunity to develop and grow whilst working on challenging and worthwhile projects in a rewarding and supportive environment. We invest in the continuous development of our team, offering on-going training and professional enhancement opportunities for those wishing to diversify or take additional responsibilities.
Health insurance
Vacation, Paid time off
Retirement plan and/or pension
Office perks
Employee development programs
Employee discounts
Gym membership or wellness programs
Opportunity to travel
Casual dress
Cycle to work
Free work laptop
Referral bonus
Open office
Competitive salary
Life insurance
Employee Assistance Scheme
Wellbeing Scheme
Social Opportunities
Progression opportunities
Insurance Finance Operations Analyst
All around the world, Healix safeguards people's health and wellbeing.