Operations Executive

LJ Recruitment; Sheffield; On-site; GBP 21,000 - 25,000; Full time

Job summary

A leading wholesale insurance broker seeks an Operations Executive in Sheffield. This full-time role focuses on managing reconciliations, producing MI reports, and supporting admin staff. Ideal candidates will possess strong analytical and organizational skills, and a flair for IT, particularly in Excel. Competitive salary on offer, alongside opportunities for career progression.

Benefits

Competitive salary up to £25,000 DOE

Career development and internal progression opportunities

Free on-site parking

Free Costco membership

On-site canteen

Employee Assistance Programme

Qualifications

• Strong planning and organisational skills to meet deadlines.
• Analytical and process improvement mindset.
• Confident communicator with strong IT skills.

Responsibilities

• Manage monthly payment reconciliation and MI reporting.
• Support and train admin staff for accurate data handling.
• Liaise with clients and insurers for audits and communications.

Skills

Planning

Organisational skills

Analytical thinking

Attention to detail

Communication

IT skills

Tools

Excel

Microsoft 365

Job description

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Location: Sheffield - Full-Time - Office-Based

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
• 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.