Finance Operations Assistant (Premium) - FTC

Finance Operations Assistant (Premium) - FTC

Fixed Term Contract (12 Months )

Role Summary

The Finance Operations Assistant (Premium) supports the effective financial management of Tedaisy by implementing processes that ensure compliance with regulations and enhance operational accuracy and efficiency

Responsibilities

• Adhere to and promote the Company’s financial procedures and compliance standards
• Assist with the clearance of current processing backlogs
• Execute the collection of unpaid premiums in line with company policies
• Monitor and manage failed payments, proactively contacting customers via email and SMS to arrange settlement before commencing policy cancellation procedures
• Administer policy cancellations for non-payment in accordance with company processes, ensuring customers are clearly informed of the implications
• Check customer premium payments and process refunds for overpayments accurately and promptly
• Maintain accurate financial records using internal systems and spreadsheets, ensuring all actions are well-documented
• Work closely with internal teams such as Customer Services, Retentions, and Claims to facilitate smooth financial operations
• Support automation initiatives to streamline premium collection and reconciliation processes
• Respond to financial queries from colleagues, clients, and stakeholders professionally and accurately

Experience, Qualifications & Skills

• Working knowledge of financial processes within the insurance industry (or similar), with an understanding of relevant regulations and compliance requirements
• Maths GSCE or equivalent
• Previous experience in a finance or insurance operations role (e.g. Finance Assistant, Accounts Assistant, or similar) is preferable
• Strong attention to detail and excellent organisational skills
• Confident in using Microsoft Excel and other spreadsheet tools to manage and analyse data
• An analytical mindset with the ability to identify discrepancies and trends
• A proactive and collaborative approach to problem solving and team interaction

What We Offer

• 23 days holiday per year (increasing with length of service)
• Your birthday off (paid)
• Full study support package (tuition, exam fees, study leave).
• 4 x salary life assurance
• Company pension
• Healthcare including 24/7 GP advise & mental health helpline
• Discounts at hundreds of brands you know and love
• Employee assistance programme
• Competitive salary + monthly bonus (based on target earnings)
• Discretionary lunch provided to assist with cost of living