Senior Business Finance Specialist

Senior Business Finance Specialist (Health Insurance & General Insurance)

At Tide we help SMEs save time (and money) in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions from invoicing to accounting.

Tide is transforming the small business banking market with over 1.6 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data-driven decisions to help SMEs save both time and money.

Tide facts:

• Tide is available for UK, Indian, German and French SMEs
• Over 1.6 million members: 800,000 UK and 800,000 in India and growing rapidly
• Over $200 million raised in funding
• Over 2500 Tideans globally - we're diversity champions
• We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram and New Delhi, India

ABOUT THE TEAM

The Member Accession Marketing Team (India) plays a crucial role in driving Tide's growth in the Indian market by acquiring and onboarding new members from small and medium-sized enterprises (SMEs). The team tailors marketing strategies to engage potential members, guide them through seamless onboarding, and ensure they are well-equipped to leverage Tide's suite of financial and administrative tools. By creating localized campaigns, building strong relationships, and leveraging data for continuous improvement, the team fosters long-term member engagement, ensuring Tide becomes the go-to platform for Indian SMEs.

ABOUT THE ROLE

The Senior Business Finance Specialist - Health Insurance will be responsible for recruitment, leading and supporting a team of DSAs, Loan Aggregators, Brokers, Top Insurance Advisors/Agents, Freelancers ensuring they meet their sales targets, delivering performance reviews, and providing coaching. This is a go to market job.

Some of the things you'll be doing:

• You will be an individual contributor role who will play a crucial part in generating revenue through health and general insurance sales
• You will be overseeing operational activities, enforcing company policies , and driving business efficiency.
• Motivating, coaching, and leading a team of DSAs, loan aggregators, brokers, top insurance advisors/agents & freelancers to ensure consistent performance.
• Acting as a "feet on the street" resource. Conduct regular 1:1's and team meetings to review performance, provide feedback, and foster development.
• Staying up to date with business development and new product lines.
• Manage day-to-day activities, prioritize tasks, and assess risks/impacts within existing processes.
• Identifying areas for improvement and work with management to implement changes that enhance business efficiency.
• Ensuring compliance with company policies, including attendance and performance standards.
• Supporting the Manager in enforcing performance management. Achieve attendance, retention, and sales targets by using company methodologies and team input.
• Creating and maintaining individual training and development plans for all team members. Inspire and lead the team to achieve high levels of customer satisfaction.
• Managing escalations and ensure quality customer service.
• Supporting the Sales lead in delivering business targets and objectives. Help create a performance-oriented culture and collaborate with management to drive positive change and efficiency.
• Staying updated with industry changes and communicate relevant insights back to the Manager, ensuring alignment with industry standards and best practices.
• Delivering operational parts within agreed-upon budgets, service levels, and business targets. Report to senior management on any operational risks and issues.

WHAT WE ARE LOOKING FOR:

• Proven experience in selling Health, Group, and Affinity products.
• Strong experience in team management, including coaching and communication skills.
• Minimum of 5 years of experience in handling the team of DSAs, loan aggregators, brokers, top insurance advisors/agents & freelancers ?
• Solid background from Insurance excellent leadership abilities with strong people development skills.
• Proficient in performance management, coaching, and providing constructive feedback. Experience managing demanding customers and handling escalations effectively.
• Energetic, motivational, and creative approach to leadership and problem-solving.
• Ability to work in a fast-paced environment while prioritizing tasks effectively.

WHAT YOU WILL GET IN RETURN

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities

At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members' diverse needs and lives.

We are One Team and foster a transparent and inclusive environment, where everyone's voice is heard.

At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone's voice is heard.

• Tide does not charge any fees at any stage of the recruitment process.
• All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel.
• Communication from Tide will only come from an official email address.
• Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf.

If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at
Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.

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