Insurance Finance Operations Analyst

Position: Insurance Finance Operations Analyst Jan25 (Permanent)
Location: Elmbridge

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

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
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
Skills Needed

About The Company

We offer UK employee…