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Finance operations assistant (premium) - ftc

Salisbury
Operations assistant
Posted: 10h ago
Offer description

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

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