Job Title:
Service Delivery Performance Manager


Location:
Brighton (Hybrid Working Available)


Salary:
Up to £60,000

About the Role

An excellent opportunity has arisen for a detail-oriented and analytical individual to join the Client Finance Operations team of a leading global insurance brokerage. This team plays a pivotal role in the reconciliation and management of client money, collaborating with both clients and insurance underwriters.

This role is ideal for a candidate with a background in finance or insurance broking accounts who is looking to make an impact in a dynamic and growing business. The successful candidate will focus on enhancing insurer relationships, ensuring service excellence, and contributing to the delivery of high-quality outcomes.

Key Responsibilities

• Supporting managers and senior managers in managing the interface between client finance teams, client-facing broking businesses, and insurers.
• Acting as the technical escalation point within the client finance teams, ensuring optimal levels of service for insurers.
• Building and strengthening insurer relationships by reviewing processes, fostering collaboration, and leading partnership meetings.
• Developing and monitoring KPIs/SLAs, ensuring the team meets performance targets.
• Producing management reports on key targets, projects, and insurer issues.
• Escalating and coordinating the resolution of issues with business units or technical teams.
• Managing credit control requests from insurers, ensuring timely and accurate responses.
• Supporting premium query resolution, tracking actions to completion, and coordinating business and insurer performance reviews.
• Assisting managers with training gap analysis, performance feedback, and annual appraisals.

Candidate Requirements

The ideal candidate will demonstrate a proactive and analytical mindset, strong attention to detail, and excellent communication skills. Specific requirements include:

• A background in finance or client finance operations.
• Strong knowledge of insurance broking accounts and FSA client money rules.
• Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with industry software such as Power BI, Brokersure BE/EA, and A4B.
• Strong numerical and analytical skills, with the ability to interpret financial data and facilitate decision-making.
• Excellent verbal and written communication skills, with the ability to build and maintain professional relationships.
• A collaborative approach and the ability to work effectively as part of a team.

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