Technical Onboarding Manager

Location: Remote

Contracted Hours: 37.5 hours

Reports To: Head of Live Service

Direct Reports: None

About PremFina

PremFina is the fastest growing and most trusted provider of premium finance in the UK. We’re here to revolutionise the way people and businesses pay for insurance, helping them to spread the cost and transforming the industry for the better, by creating a world where insurance is more accessible and affordable for everyone.

In an industry that’s been run by the big corporates for years, we’re embracing the latest technology, AI and new ideas to bring a fresh approach and a better experience to our customers. We partner with brokers, providing them with innovative tools and financing options that drive business growth and enhance the customer experience.

We currently have a team of over 150 people, but we still operate like a start up with a flat organisational structure and agile work environment. Along with our investors, we have ambitious growth plans for our future and joining PremFina means being part of a forward-thinking organisation where your ideas matter, your growth is supported, and your success is celebrated.

Ready to make an impact? Discover how you can grow your career with PremFina.

About the role

This role plays a key part in onboarding new clients onto both production and lower environments. Working closely with Sales to gather accurate client information, the role also works with technical teams to ensure each client is onboarded smoothly, accurately, and configured correctly, to deliver a great experience from day one.

About you

As a self-motivated, solution driven, and customer obsessed individual, you’ll thrive on making the complex; simple. You’ll have a proven ability to solve problems at pace, a passion for continuous learning and development, and with a can-do attitude you will always never settle for second best; seizing every opportunity that comes your way.

Specifically, you’ll:

• Be the type of person who can manage, prioritise and deliver against time-critical tasks and projects, and someone who has a consistent track record of high-performance delivery. You’ll be a natural, hardworking problem solver who works in partnership with others to deliver the best possible outcome for our brokers, customers and colleagues.

• Be the type of person who is looking to broaden their experience working across a team of dynamic individuals, all focussed on delivering for our brokers, customers and colleagues.

• Be customer obsessed and thrive on achieving the impossible. Never daunted by a no, you’ll always challenge yourself to be a better version of yourself, creating and winning opportunities to help you and the business succeed.

Key Responsibilities

• Support PremFina to deliver against its vision and values, and by working in partnership with others across the business to ensure broker, customer and colleague outcomes are achieved.

• Ensure you always put yourself in the shoes of our brokers and customers and in doing so, ensure we comply with regulations, law and internal policy.

• Work with the technology team within onboarding, to load and configure customers on test and production platforms.

• Support the Head of Live Service in creating strong ties with all teams working collaboratively across the organisation in embedding technology application capabilities

• Support Sales in maintaining and enhancing the wider broker onboarding journey in line with agreed organisation SLAs and OKRs.

• Track and update the Broker Onboarding Trello boards, Fresh Service and ADO tickets with progress updates and information requests

• Work together with Sales to obtain the detailed information required to configure the customer, for example, company information, business profiles, schemes and users

• Where a customer requires API integration, the broker will be configured in the lower environment as part of onboarding

• Ongoing activities would include adding global configuration data, adding/amending scheme data, amending rates during Bank of England rate adjustments

• Strive to ensure that processes and appropriate levels of knowledge and best practice are shared between teams.

• Assumes full accountability for delivering excellence through everything they do

How you will work

Love the flexibility of working from home? If the answer is yes, this role is perfect for you! This is a fully remote, work from home position with only very occasional travel to our London office for ad hoc meetings or social events.

We will give you all the tech you need, but due to the remote nature of this job, you do need the ability to work remotely (virtually). You will also need access to a reliable and fast internet connection.

The role requires you to work between the hours of 09:00 - 5:30pm, Monday to Friday (37.5 hours a week).

Do you have what it takes?

If the role sounds interesting so far, this is what we are looking for in our new colleague:

• Excellent verbal and written communication skills

• Confident, Self-motivated, and disciplined with the drive to work autonomously

• Excellent team player with a positive, confident can-do attitude

• Flexible approach to tasks and workload

• Ideally, we’d love to hire someone who has experience working in Financial Services or a scale-up

• Working in Azure CRM

• Experience using API development or testing tools like Postman

• Excellent Excel skills

• Experience using Azure DevOps for task management

• Experience using a service management tool like Jira/Freshworks

• Experience using documentation tools like Confluence

Company Benefits

• Competitive Salary

• Discretionary Bonus

• 25 days holiday a year

• An ‘All About Me’ Day a year: An additional paid days leave for you to spend how you wish on top of the holiday allowance

• Private Health Insurance

• Pension Contribution

• Financial protection including Life cover, Critical Illness and Income Protection

• Salary Sacrifice Schemes

• Share Incentive Scheme

• Perkbox: Perkbox is our benefits platform offering discounts, rewards, and wellbeing resources.

Is this role for you?

If you are interested in the role and would like to apply, send an email to careers@premfina.com. We look forward to hearing from you!