PoloWorks

Analyst

• Co-ordinating Coverholder and Delegated Claim Administrator due diligence, ensuring that all files are complete and up to date.**
• Assisting with the co-ordination of external audits and managing the process through to closure of audit findings.**
• Liaising with insurers, Coverholders, audit firms and brokers to ensure that approvals and renewals are processed in line with SLAs.**
• The preparation of renewal slips and endorsements.**
• Production of reports and meeting packs.**
• Reviewing reports and chasing of outstanding queries.**
• Assisting with client proposals.**
• Ensuring all activities are completed in line with client expectations, regulatory requirements and best practices.

Delegated Authority Analyst

Financial Planning and Analysis

• Act as a key link between Finance and the Data team
• Support both business-as-usual processes and ongoing development of the DWH
• Ensure the integrity of financial data, supporting syndicate reporting, and driving improvements in processes and controls

Finance Operations Accountant – 12mth FTC

Accountant

• To control the finance processes for the allocated syndicates. This includes: financial management, financial close, regulatory reporting and internal controls, prior to review by the SFC . The role includes liaising closely with clients, plus internal and external stakeholders, to ensure robust processes are in place and the full range of finance tasks are completed to a good standard.
• Review syndicate bookkeeping entries and controls operated by the outsourced service provider (a Cheltenham based Polo service company).
• Prepare/Review Syndicate management accounts, including analytical review of results.
• Prepare/Review key balance sheet reconciliations.
• Prepare/Review Lloyd’s returns including QMA Delta, QMB, Flash, Interim and Year-end Report and Accounts (includes “tagging”).
• Prepare/Review Solvency UK returns.
• Prepare/Review Overseas Reporting including schedules F&P, US and Canadian SIS.
• Assist with planning and production of Syndicate annual report and accounts.
• Prepare management information for Syndicate Management Committees.
• Contribute to the development of systems for syndicate reporting.
• Respond to client and internal queries as required, maintaining a high level of service throughout.
• Liase with Auditors.
• Support project work, including new syndicate launches as required.

Syndicate Accountant

Insurance

• Process London Market Insurance underwriting data in alignment with established procedure guides.
• Analyse technical data and calculate transactions, including limits, premiums, and deductions.
• Manage internal and external queries to ensure data accuracy and processing efficiency.
• Develop and deliver training solutions, providing guidance, feedback, and support to the team.
• Organise and maintain documentation for data processing, prioritizing workflow effectively.
• Produce internal and client-facing reports with accuracy and clarity.
• Identify and recommend enhancements to technical procedure guides, ensuring approved changes are documented and communicated effectively.
• Provide solutions to clients when technical challenges arise.
• Actively contribute to a collaborative and solutions-focused team environment.
• Foster a positive and inclusive team culture by demonstrating engagement and accountability.
• Support line managers in achieving team objectives and resolving technical/process challenges.
• Build and maintain professional relationships with clients at all levels.
• Provide cross-functional support as needed and collaborate across multiple client accounts.

Insurance Specialist

• This position is in the Finance Operations Team within the Corporate Finance Department.

Delegated Authority Analyst

Finance Operations Accountant – 12mth FTC

Syndicate Accountant

Insurance Specialist

Assistant Management Accountant