Operations Executive - Insurance

Salary: £25,000 DOE

Location: Sheffield - Full-Time - Office-Based

Career Progression

Are you looking to join a forward-thinking, innovative team that offers genuine opportunities for development and career progression?

We are working on behalf of a leading wholesale insurance broker that provides specialist insurance products, flexible schemes, and tailored services for brokers, networks, and IFAs.

They foster a culture of inclusivity and continuous development, ensuring every employee has the opportunity to thrive and succeed.

We are currently recruiting for a proactive and detail-focused Operations Executive to join their busy operations team. This role involves a mix of reconciliation, management information (MI) reporting, system updates, and administrative support across both direct and broker-distributed business.

Key Responsibilities:

• Manage monthly payment reconciliation, ensuring insurance premiums are collected and paid in line with provider agreements
• Produce monthly MI reports and maintain reporting systems
• Support and train admin staff to ensure accurate data handling and payment processing
• Maintain and update internal systems including policy sales portals and claims systems
• Assist brokers and direct clients with enquiries, invoicing, and web support
• Benchmark insurance products and pricing, ensuring compliant distribution
• Support operational reporting and attend relevant meetings
• Liaise with clients and insurers on audits, reporting, and communications
• Manage bank accounts including claims payments and reporting
• Assist with various ad hoc business support tasks as required

Requirements:

• Strong planning and organisational skills, with the ability to meet deadlines
• Analytical thinking and process improvement mindset
• Excellent attention to detail and high levels of accuracy
• Ability to work independently and as part of a team
• Strong IT skills, particularly in Excel and Microsoft 365 applications
• Confident communicator with both internal and external stakeholders

What's on Offer:

• Competitive salary up to £25,000 DOE
• Career development and internal progression opportunities
• Healthcare cash plan
• Pension scheme
• Free on-site parking
• Free Costco membership
• On-site canteen
• Employee Assistance Programme

This is an exciting opportunity for someone looking to grow within the insurance sector in a varied and valued role. If you enjoy working in a collaborative environment where your input makes a genuine impact - we would love to hear from you.