Policyholder Analyst

Job reference RA2664 - Grade E/Universal

Job summary

ReAssure, part of Phoenix Group are looking to recruit a dedicated Policyholder Analyst to join our team within the Finance function.  The position will preferably be based in Telford on a six month fixed term contract basis.  This vacancy represents an opportunity to join one of Telford’s largest employers, within an ever changing environment where you will discover the potential to perform and grow.

In this role as Policy Holder Assistant Accountant, you will be responsible for supporting the accurate and timely production of deliverables to internal and external stakeholders.

Key responsibilities include: 

  • Application of commercial and financial knowledge to deliver results to the Finance managers and relevant business functions.
  • Uphold the accuracy, integrity and quality of the assets, liabilities and P&L data being reported.
  • Ensure departmental deliverables are produced accurately, timely and of requisite quality through appropriate co-ordination and planning of resources.
  • Develop effective relationships with key internal and external contacts and be seen as a subject matter expert, and support for all other roles within the team.
  • Drive continuous end to end improvement to ensure both financial accuracy and correct policy holder outcome.
  • Co-ordinate detailed analysis, problem solve and root cause to ensure the correct customer outcome in line with SLA’s and timetables.
  • Application of specialist knowledge to resolve queries or short term challenges, through engagement with stakeholders, responding to issues to a satisfactory completion considering a customer based approach.
  • Direct and co-ordinate team deliverables in the attainment of departmental targets or service standard.

 Key skills/experience required: 

  • Demonstrates good organisational skills, with an analytical and methodical approach to work
  • Ability to work very well in a team or independently, consulting and co-ordinating others appropriately in the wider function and business.
  • Ability to apply specialist knowledge to improve processes.
  • Computer literate and competent with all required operating systems and Microsoft Office products
  • At least 5 years’ experience in a finance department (or relevant qualification)
  • Experience of system interrogation. 

ReAssure is a highly respected name in the heritage Life Insurance and Pensions market. We are a 3000+ strong team built on a wide range of skills and a wealth of experience. Originally founded in 1963, we’re at a busy crossroads of regulatory and market changes in the insurance industry. We have a proven track record of successfully integrating blocks of pension, insurance and investment business.

As one of Britain’s Top Employers in financial services, we offer opportunities for you to challenge and develop yourself in a company that looks after our colleagues, customers and communities.

ReAssure is an equal opportunities employer. We celebrate diversity and are committed to building a team that represents a variety of backgrounds, perspectives, and skills; and creating an inclusive environment for all employees.

ReAssure offer an attractive benefits package for all permanent and fixed term employees, including 27 days’ holiday + bank holidays, contributory pension scheme, Private Medical Insurance plus a range of flexible benefits for you to choose from.

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Job category/type
Finance/Fixed Term Contract


Date posted

Application closing date