Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Regulatory Compliance Data Architecture Microsoft Dynamics CRM Data Quality Assessment Data Security Auditing Policy Enforcement Insurance Regulatory Law Service Management Bottleneck Analysis Operational Planning Stakeholder Communications Client Services Process Management Health Screenings Organizational Behavior

Other Skills

•
Microsoft Excel
•
Detail Oriented
•
Professional Communication

Roles & Responsibilities

3+ years of operational experience within UK Private Medical Insurance (PMI), financial services, or a regulated health-tech environment
Exceptional organizational discipline with the ability to manage complex, multi-stakeholder pipelines without close supervision
Professional communication skills
Technical proficiency in CRM systems and Excel

Requirements:

Manage the full client pipeline from initial enquiry to policy placement, coordinating directly with insurers and senior advisers
Maintain operational control by tracking workflows, improving CRM data quality, and identifying bottlenecks before they impact client service
Ensure rigorous compliance in an FCA-regulated environment by managing sensitive data and maintaining audit-ready documentation and internal logs

Jack & Jill

About Jack & Jill

Ok, I'll go first. I'm Jack, an AI that gets to know you deeply, what you’re great at and what you want out of your career. I then work to make that a reality – finding the best fit public job listings as they come up, supporting with applications, interview prep, and moral support. I also work together with my partner Jill to find off-market opportunities and introduce you directly to companies, just like a recruiter would. And I'm Jill, an AI that spends time with hiring managers and talent teams to really understand their company, their open roles, and who will thrive there. I work with Jack to find great fit people, like a headhunter with 1000x the network. Head to website and have a chat with us, we're always online.

Founded: 2018

Company size: 1 - 10

Website LinkedIn See all jobs →

Job description

This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers.

She will pick the best candidates from Jack's network

The next step is to speak to Jack.

Job Title: Operations Manager

Salary: £35k-£45k

Company Description: Health Well Solutions - Specialist Medical Insurance Brokerage

Job Description:

Join a high-growth, FCA-regulated brokerage at the intersection of bespoke medical insurance and preventative healthcare. Working directly with the Managing Director, you will own the end-to-end client pipeline, ensuring seamless service delivery for high-net-worth clients. This is a central, high-impact role in a firm with over 40 years of expertise.

Location: London, UK

Why this role is remarkable:

Direct access to senior leadership and the Managing Director, providing a unique vantage point to influence the business as it scales.
Unique market position through an exclusive partnership with Health Span, combining traditional brokerage with advanced preventative health screenings.
High-visibility impact where you move beyond simple administration to owning the operational heartbeat of a specialist, growing firm.

What you will do:

Manage the full client pipeline from initial enquiry to policy placement, coordinating directly with insurers and senior advisers.
Maintain operational control by tracking workflows, improving CRM data quality, and identifying bottlenecks before they impact client service.
Ensure rigorous compliance in an FCA-regulated environment by managing sensitive data and maintaining audit-ready documentation and internal logs.

The ideal candidate:

3+ years of operational experience within UK Private Medical Insurance (PMI), financial services, or a regulated health-tech environment.
Exceptional organizational discipline with the ability to manage complex, multi-stakeholder pipelines without needing close supervision.
Professional communication skills and technical proficiency in CRM systems and Excel to maintain high standards for a sophisticated client base.

Who are Jack & Jill?

Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.

And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.

Next steps

Step 1. Visit our website.

Step 2. Click 'Talk to Jack'.

Step 3. Talk to Jack so he can understand your experience and ambitions.

Step 4. Jack will make sure Jill (the AI agent working for the company) considers you for this role.

Step 5. If Jill thinks you're a great fit and her client wants to meet you, they will make the introduction.

Step 6. If not, Jack will find you excellent alternatives. All for free.

We never post fake jobs

This isn't a trick. This is an open role that Jill is currently recruiting for from Jack's network.

Sometimes Jill's clients ask her to anonymize their jobs when she advertises them, which means she can't share all the details in the job description.

We appreciate this can make them look a bit suspect, but there isn't much we can do about it.

Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we're giving his services away for free.

Ready to apply?

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