Associate - Insurance Operations Analyst

Moody's Corporation; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

Moody's Corporation is seeking an Associate - Insurance Operations Analyst to enhance operations within the Insurance Line of Business. The ideal candidate will have a strong educational background in finance or business, excellent customer service skills, and experience with Salesforce. The role involves monitoring and improving client engagement and operational efficiency in a collaborative environment. If you have a proactive mindset and a dedication to delivering high-quality support, this opportunity could be a perfect fit for you.

Qualifications

• Experience in customer service or operations role is crucial.
• Dedication to providing excellent client service.
• Proactive problem solver with strong attention to detail.

Responsibilities

• Monitor sales orders using Salesforce and maintain accurate client entitlement data.
• Provide exemplary customer support and resolve client queries.
• Support continuous improvement by identifying potential operational improvements.

Skills

Attention to detail

Organizational skills

Communication

Customer service

Education

Undergraduate/first-level degree in Finance/Accounting, Business Administration/Management

Tools

Salesforce

Microsoft Office

Data analysis tools (Power BI, Tableau)

SQL

Job description

Associate - Insurance Operations Analyst

Join to apply for the Associate - Insurance Operations Analyst role at Moody's Corporation

Associate - Insurance Operations Analyst

Join to apply for the Associate - Insurance Operations Analyst role at Moody's Corporation

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• 7 Exchange Crescent, Conference Square, Edinburgh, EH3 8RD, GB
  
  

Location(s):

• 7 Exchange Crescent, Conference Square, Edinburgh, EH3 8RD, GB
  
  

Line Of Business: Insurance(INSURANCE)

Job Category:

• Sales & Marketing
  
  

Experience Level: Experienced Hire

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Working within the Insurance Operations function, the Insurance Operations Analyst is primarily responsible for providing support & assistance with the business related operational aspects of Insurance products to the Insurance Line of Business & wider MA organisation.

The operations analyst will be joining a fast growing business within a top tier global ERM software provider to the banking and insurance industries, with opportunities for development and involvement in challenging and rewarding projects.

Responsibilities include (but are not limited to):

• Using our customer relationship management (CRM) system - Salesforce - to monitor sales orders which have been completed and action these sales orders to ensure clients are able to access our software and receive their contractual deliveries. This involves:
• Maintaining accurate client entitlement data
• Completing delivery records for revenue recognition
• Adding future client deliveries to the schedule
• Documenting client interactions and other important transaction details
• Ensuring accurate data is maintained in the database throughout the sales cycle & influence others to do likewise.
• Running reports to generate insights for key management or financial data to help understand business performance across all insurance product lines.
• Support Sales & Service teams by fulfilling & tracking the delivery of all global insurance product access and license keys related to trial, term, subscription & ongoing contracts to ensure we deliver in accordance with contractual obligation and company policies.
• Set up client accounts for services accessed electronically and distribute software, license keys & content services via client support portal & FTP servers. Advise clients of product availability, supply access details & document proof of delivery for revenue recognition.
• Providing exemplary customer care by following up on product queries, access issues & user change requests submitted as support cases from internal & external clients.
• Working closely with other departments including product delivery teams, finance, Product Management, Sales and Client Service teams to ensure escalated client queries are resolved promptly and clients are fully satisfied.
• Supporting continuous improvement and operational efficiency by identifying & feeding back to management any potential issues with or improvements to existing operational processes.
• Understanding the end to end Sales, Delivery, Revenue recognition & Support processes & exert a positive influence on the importance of process adherence & data quality in all interactions with the Sales, Client Services & Finance teams.
• Adhere to agreed operational standards to support the MA business.
  
  

Qualifications:

• Undergraduate/first-level degree in Finance/Accounting, Business Administration/Management or a similar related field is preferred.
• Experience in a customer service, administration, business/IT Support or Operations role, providing quality support for internal and/or external clients with a strong focus on attention to detail and accuracy.
• Dedication to providing excellent client service, with experience providing support for clients and/or internal departments.
• An ability to efficiently organize and prioritise tasks during busy periods to ensure contractual obligations and client expectations are met.
• Excellent communication skills; fluency in English (both spoken and written) is essential and competency in at least one other European language is advantageous but not required.
• A strong team player who recognises the important of working closely with colleagues to ensure all clients receive a high level of service in line with our agreed service levels.
• A proactive problem solver with a strong attention to detail, quality and accuracy.
  
  

Technical:

• Strong knowledge of Microsoft Office is required.
• Knowledge of data analysis tools/techniques such as Power Bi, Tableau/Oracle is desirable but not essential.
• Experience of working with Enterprise IT, Database and CRM systems, (e.g. SQL and SalesForce.com) is desirable but not essential.
  
  

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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