Job Description

Sales Operations Administrator

Hours of work:

10:00am - 6:30pm Monday - Thursday, 9:30am - 4:30pm Friday

Website:

Job Type:

Permanent

Salary:

26,000

Are you looking for a new challenge where you can make a real impact on business performance? Do you thrive on working with data, supporting a high-performing sales team, and ensuring accuracy across financial reporting?

We have an exciting opportunity to join Waddle as a Sales Operations Administrator. In this role, you'll play a crucial part in supporting our sales function by managing data, producing accurate reports, and ensuring operational processes run smoothly. Your work will enable our Senior Protection Advisors to perform at their best while maintaining the integrity of financial and performance information.

The Role

As a Sales Operations Administrator, you will manage policy notifications, oversee commission processes, maintain financial records, and provide key reporting and analysis to support decision-making. You will liaise with management to resolve discrepancies, streamline processes, and ensure smooth operations across the sales function.

Key Responsibilities

Manage provider email inboxes and allocate notifications to Senior Protection Advisors. Enter and maintain financial and sales data accurately in company spreadsheets. Support commission cycle processes, including validation, reconciliation, and distribution of statements. Monitor payment statuses with providers via phone or portals. Manage spreadsheets and calendars for policy recollections and client communications. Ensure clawback deductions are accurately recorded for commission calculations. Process client communications regarding policy updates and payment statuses. Provide day-to-day administrative support to the sales team, including sales submissions and client record updates. Prepare sales activity reports, financial summaries, and trackers for leadership visibility. Maintain and improve spreadsheet models, dashboards, and reporting templates. Identify and implement process improvements to enhance efficiency and reduce manual tasks.

About You

Proven experience in sales support, financial reporting, or a similar analytical/administrative role. Strong Excel skills (complex formulas, pivot tables, data validation). High attention to detail with the ability to manage large volumes of data accurately. Confident in producing and interpreting financial or performance reports. Excellent communication skills, able to work with internal stakeholders and senior staff. Strong organisational skills with experience managing multiple tasks and deadlines. Understanding of commission structures or sales operations preferred but not essential.

Personal Attributes

Analytical, detail-driven, and proactive. Solutions-focused with a strong sense of ownership and accountability. Able to work independently and collaboratively within a fast-paced, target-driven environment.

About Waddle

Waddle is a fast-growing life and protection insurance company with over twelve years of experience in the industry. Renowned for our client-first approach and unique processes, we've built a strong reputation within the insurance sector for delivering a trusted, high-quality service.

Our commitment to doing the right thing has earned industry-wide recognition, including Intermediary of the Year 2025, Outstanding Customer Outcome at Legal & General's 2025 Business Awards, and Cover's Excellence in Customer Service Award - achievements that reflect the expertise, professionalism, and values of our team.

Over the past seven years, we've continued to expand, now proudly operating from two offices in the heart of the Uplands, Swansea, with a talented and ever-growing team of 50 professionals. At Waddle, we believe that our people are our greatest asset. That's why we invest heavily in training and development from day one. Our comprehensive training programme begins as soon as you join and continues throughout your career with us. You'll have access to a mix of in-house and external learning opportunities, including the chance to gain professionally accredited qualifications such as CIPD, ILM, CeMAP, and R05.

Our Culture

We've built a workplace culture that's collaborative, inclusive, and supportive, where every voice is heard, and every contribution matters. We take pride in maintaining a warm and friendly atmosphere, one that encourages both professional growth and personal wellbeing.

Both of our offices are proudly dog friendly, our four-legged friends bring smiles to the team and help make every day a little brighter (you can even meet them on our website!).

What to Expect When You Join Us

Become part of a vibrant, collaborative team where ideas and creativity are encouraged across all departments. Receive one-to-one mentoring as you learn your role, with continuous training to keep your knowledge up to date. Enjoy an exciting career path, with clear opportunities to progress into senior roles. Contribute to live projects and make an impact from day one. Join a social and active workplace that genuinely cares about employee wellbeing.

Why Work for Us

At Waddle, we go beyond the standard perks, we focus on making work enjoyable, rewarding, and meaningful.

Here's what you can look forward to:

Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan. Dog-Friendly Offices - A variety of office pups brighten our days and keep morale high. Regular Home-Cooked Meals - From summer BBQs to homemade curries and baking sessions, we love great food and good company. Comprehensive Training & Development - All training is fully funded by Waddle, supporting your growth both within and beyond the company.
Job Types: Full-time, Permanent

Pay: From 26,000.00 per year

Benefits:

Company events Discounted or free food Health & wellbeing programme On-site gym
Work authorisation:

United Kingdom (required)
Work Location: In person