Overview
We are seeking an Insurance Operations Associate with a strong focus on automation, data processing, and operational improvement. This role sits at the intersection of insurance operations and technology, supporting the delivery of bordereau reporting, complaints management, data quality initiatives, and business process automation.
The successful candidate will be responsible for reducing manual effort across operational workflows by developing scalable automations, validation routines, and reporting solutions. You will work closely with operational teams, stakeholders, and business users to improve efficiency, accuracy, and regulatory compliance across key insurance processes.
Bordereau & Data Operations
- Automate end-to-end bordereau workflows, including data ingestion, transformation, validation, reconciliation, and output generation.
- Build and maintain validation routines to identify:
- Duplicate records
- Missing or incomplete data
- Formatting inconsistencies
- Financial mismatches and reconciliation exceptions
- Investigate and resolve data quality issues.
- Perform reconciliation checks across multiple source systems and reports.
- Support operational reporting cycles and month-end activities.
Automation & Process Improvement
- Identify manual and repetitive processes suitable for automation.
- Develop maintainable solutions using:
- Python
- SQL
- Google Apps Script
- AI and workflow automation tools
- Design scalable workflows that reduce operational effort and improve accuracy.
- Drive continuous improvement initiatives across insurance operations.
Complaints & Workflow Automation
- Enhance automated complaints handling processes.
- Improve email classification, data extraction, and routing capabilities.
- Implement human-review controls and exception management processes.
- Ensure regulatory and operational controls are maintained throughout automated workflows.
Reporting & Management Information
- Automate recurring MI and operational reporting.
- Develop data transformation and reporting processes.
- Support data analysis and business reporting requests.
- Ensure reporting outputs are accurate, auditable, and delivered on time.
Documentation & Knowledge Transfer
- Create clear documentation covering business logic, validation rules, assumptions, and fallback procedures.
- Produce user guides and process documentation for operational teams.
- Enable non-technical colleagues to understand and maintain automated solutions.
Required Skills & Experience
- Experience within insurance, financial services, or another regulated environment.
- Strong SQL skills for data extraction, manipulation, and analysis.
- Commercial experience developing solutions in Python.
- Experience with data validation, reconciliation, and data quality management.
- Proven track record of automating manual operational processes.
- Strong analytical and problem-solving skills.
- Ability to engage with business stakeholders and gather requirements.
- Excellent communication and documentation skills.
Desirable Skills
- Bordereau reporting experience.
- Exposure to insurance operations and policy administration processes.
- Google Apps Script experience.
- Experience using AI tools and AI-driven workflows.
- Snowflake knowledge.
- Complaints handling or regulatory process experience.
- Experience with workflow automation platforms.
Key Technologies
- Python
- SQL
- Excel
- Google Apps Script
- Snowflake
- AI Automation Tools
- Workflow Automation Platforms
Key Competencies
- Process Automation
- Data Quality Management
- Reconciliation
- Reporting & MI
- Stakeholder Management
- Continuous Improvement
- Operational Excellence
- Attention to Detail
- Documentation & Knowledge Sharing
Contract Details
- 6-Month Initial Contract
- Inside IR35
- Manchester-based
- 2 Days Per Week Onsite
- Immediate or short-notice candidates highly desirable
Ideal Candidate
You'll have a blend of insurance operations knowledge and hands-on technical capability, with the ability to automate manual processes, improve data quality, and deliver scalable solutions that drive efficiency across the business. Experience working with bordereau data, reconciliations, reporting, and workflow automation will be highly beneficial.