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    Client Reporting Analyst - London, United Kingdom - Charles Taylor

    Charles Taylor
    Charles Taylor London, United Kingdom

    1 week ago

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    Description

    Background

    Charles Taylor is a leading global provider of professional services and technology solutions to the insurance industry. We are a profitable, growing organisation that is highly regarded in the insurance industry, employing some of the industry's 'best in class' professionals and technical experts. Our services and solutions support every stage of the insurance lifecycle and every aspect of the insurance operating model, across all major commercial insurance lines as well as technical areas of personal insurance. We serve a diversified blue-chip international customer base that includes national and international insurance companies, mutuals, captives, MGAs, Lloyd's syndicates and reinsurers, along with brokers, distributors and corporate insureds.

    Charles Taylor is PE-backed, following a majority investment by Lovell Minnick Partners in January 2020, and has strong ambitions for organic and acquisition-led growth.

    Our delivery of high quality, tailored services and solutions to our clients is backed by our core values of support, excellence in people, client partnership, quality of work, entrepreneurship and positive change. We look for employees who exemplify these values to join us and help drive our growth.

    For more information, please visit

    The Role

    We are seeking a proactive and detail-oriented individual to join our Commercial team as a Client Reporting Analyst. In this position, you will play a vital role in the production and delivery of monthly and quarterly reports, ensuring accuracy and timeliness while managing a variety of stakeholders.

    You will be responsible for understanding client requirements, coordinating data extraction from various databases, and providing insightful analysis, ensuring CT meets its client SLA/KPI reporting requirements. Additionally, you will interact with internal staff to gather requirements, prioritise tasks, and communicate client needs effectively.

    Your role will also involve the coordination of and compiling of 'Request for Information' documents and responses to client Due Diligence questionnaires, ensuring they are presented professionally and accurately. You will coordinate the preparation of responses, managing all aspects of the tender process to meet deadlines.

    The ideal candidate will possess strong numerical and analytical skills, with the ability to thrive in a fast-paced environment with tight deadlines. Excellent communication skills and the ability to build and maintain key internal relationships are essential.

    Key Responsibilities

    You will be required to have a full understanding of the data, systems and client requirements, using this knowledge to take ownership of producing and delivering a number of monthly and quarterly reports, for delivery to clients accurately and in a timely manner.

    • Ownership, collation and the timely delivery of high quality and accurate monthly and quarterly reports to clients, meeting SLAs/KPIs
    • Validate data accuracy and completeness in reports, confirming compliance with agreed client Service Levels
    • Effectively communicate client needs to stakeholders across the business to meet both current and future reporting requirements.
    • Draft and maintain documentation for reporting requirements and processes for all regular reporting and ensuring that best practice is established and followed
    • Build and maintain key internal relationships with other parts of the business to support effective processes introducing automation where possible
    • Active participation in meetings demonstrating a focus on delivering an excellent client focused service
    • Support other ad-hoc client reporting initiatives as required
    • Coordinate the completion of client questionnaires for client Due Diligence and Requests for Information, ensuring that other contributors provide information on time to a high standard
    • Proof read and edit material to ensure responses are presented in a professional and concise manner
    • Review and enhance existing commercial materials to prepare for future tenders and due diligence exercises

    Values

    Our values define who we are, what we stand for and how we behave. They guide how we work with our colleagues and our clients, today and in the future. By living our values every day when we come to work, we deliver better results for the world of insurance. I NTEGRITY : We do the right thing COLLABORATION : We are one AGILITY : We learn, evolve, and adapt CARE : We are compassionate and human ACCOUNTABILITY : We take ownership

    Required Skills

    • Numerically literate, with an analytical mind and an aptitude for problem solving – must be confident with numbers and using excel on a day-to-day basis
    • Excellent communication skills, comfortable with working with and presenting to senior stakeholders
    • Strong attention to detail, demonstrating high levels of accuracy and thoroughness
    • Highly organised, with ability to effectively prioritise and meet deadlines
    • Self-driven attitude to gaining knowledge and experience in a global organisation
    • Able to work in a small team and interact with global stakeholders from various backgrounds and cultures

    Why join Charles Taylor?

    We are very proud of the fact that nine out of ten of our people recommend Charles Taylor as a place to work. We pride ourselves on having a positive work environment where our people are empowered to make the best decisions and where learning is valued highly and shared across our business.

    We are very committed to ensuring our people are given continuous learning and development. As well as structured induction programmes and job training, we provide study support for relevant professional qualifications and have a Core Learning & Development Curriculum.

    Charles Taylor is a fun and inclusive place to work where people are truly valued and encouraged to enjoy a host of social and sporting activities available. Quiz nights, tennis tournaments, football matches and a range of other events take place throughout the year

    Equal Opportunity Employer

    At Charles Taylor, we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex or sexual orientation.

    Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.

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