Our client is seeking an experienced and results-driven Account Manager to join our Scheme Operations team. This role is ideal for a strong relationship builder with solid financial, reporting, and operational expertise who can manage scheme administration, deliver meaningful insights, and ensure exceptional service to business partners. If you enjoy combining financial analysis, operational efficiency, and client relationship management, this is an excellent opportunity to make a real impact.
Purpose of the Role
• Implement and manage best-practice scheme administration systems and processes
• Deliver accurate, complete, and value-adding financial and operational reports
• Build and maintain strong business partner relationships
• Ensure compliance with regulatory requirements, policies, and procedures
• Support strategic and operational objectives
Key Responsibilities
Scheme Account Management
• Oversee the overall efficiency and effectiveness of scheme operations
• Drive continuous improvement through streamlined processes
• Collaborate with policy administration, IT, and project teams
• Embed Treating Customers Fairly (TCF) principles
Financial Reporting & Analysis
• Align accounting processes with scheme operations
• Prepare, review, and analyse financial and operational reports
• Identify trends, anomalies, and areas for improvement
• Manage premium collections and reporting submissions
• Assist with budgets, statutory returns, and year-end reporting
• Enhance reporting quality, automation, and data integration
Relationship Management
• Maintain strong and productive stakeholder relationships
• Deliver excellent service and proactive communication
• Liaise with auditors and resolve findings
Leadership & Team Management
• Lead, mentor, and develop a small team
• Drive performance, accountability, and service excellence
• Manage training, performance reviews, and team development
• Foster a collaborative, high-performance culture
Education / Experience
• B.Com Degree or equivalent Accounting Diploma (required)
• Postgraduate qualification or CIMA (advantageous)
• Minimum 5 years’ related experience in a corporate environment
• Demonstrated supervisory and management experience
• Proven track record in leading, managing, and coaching a team
• Advanced Excel skills essential
• Proficient in report preparation and analysis
• Strong communication skills
• Financial services industry experience advantageous
Due to the high volume of applications we receive, if you haven’t heard back from us within two weeks, please consider your application unsuccessful this time around.
We truly appreciate the time and effort you put into your application and thank you for your interest in the opportunity.
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