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Senior Planning

4 months ago


City of London Greater London, United Kingdom mbf Full time

The production of accurate and complete regulatory returns, internal reporting and business forecasting for syndicates and MGA’s. Provide support to functions within the Underwriting Management team to assist in the monitoring and analytics of the performance of managed clients.

Learn more about the general tasks related to this opportunity below, as well as required skills.

Key tasks:

• Production of regulatory reporting for Lloyd’s syndicates. Liaise with the clients and
• provide accurate and appropriate data as requested within agreed deadline.
• Coordination of the business planning process with close liaison with clients, Lloyd’s and other internal departments.
• Produce and analyse relevant MI as required, notably for board reporting purposes. Extract and manipulate data from relevant data warehouses and format into new reports.
• Monitoring of managed clients underwriting performance against plans/procedures. Liaising with clients and regulators as required.
• Assist with the on-boarding of new clients and migration of existing clients as required.
• Liaise with clients and other functions and attending meetings as required.

Skills required:

• 2-3 years of experience in Insurance, ideally working in underwriting or related fields
• An understanding of how a Lloyd’s syndicate operates within the market and as part of a managing agency