PoloWorks

Business Analyst

• Capture and document business requirements, processes, and data needs for new and existing change initiatives.
• Work with stakeholders across Polo Works functions including operations, finance, underwriting support, and technology.
• Support analysis and mapping of data flows between core insurance process and systems, including intelligent document processing tools, Policy Administration Systems (PAS), orchestration, and reporting tools.
• Produce clear and structured documentation such as business requirement specifications, user stories, business cases, and process maps.
• Assist in the development of data dictionaries, schemas, data lineage documentation, and reporting requirements.
• Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.
• Support test planning and execution including defining test cases and participating in UAT.
• Contribute to the ongoing improvement of business processes, identifying areas for optimisation or automation.
• Facilitate stakeholder meetings, requirements workshops, and project stand-ups.
• Assist in the evaluation and onboarding of new vendors or technology solutions where required.
• Work with project managers to track progress, highlight risks and ensure successful delivery of business outcomes.

Digital Business Analyst

Financial Planning and Analysis

• Transaction processing and analysis for Accounts Payable & Accounts Receivable
• Bank transaction processing and issue resolution
• Weekly & period end reconciliation and reporting on key ledger & bank accounts
• Maintenance of Time & Materials (timesheet system) business application
• Monitor the integrity of transactions within Time & Material system and develop reporting processes
• Management of business passthrough charges process
• Credit card expenses reconciliation to Expensify
• Monthly & quarter end reporting and routines
• Support external and internal audit process
• Reporting routines from various applications which support the Finance Function
• Continuous development and improvement of processes and reporting
• Ad-hoc projects and tasks as required
• Ability to cover Team members’ key tasks during absence & holiday

Finance Operations Associate – 6 Month FTC

Manager

• Lead the end-to-end oversight of delegated authority arrangements, including binders, lineslips, master policies, consortia and Delegated Claims Administrators (DCAs), ensuring effective governance, control, and regulatory compliance.
• Own and manage the due diligence, onboarding, approval, renewal, and termination processes for all delegated authority and DCA arrangements, ensuring adherence to Agency’s policies and procedures, and industry best practice.
• Oversee the onboarding and ongoing governance of Syndicate Service Companies.
• Ensuring the Delegated Authority portfolio and associated Syndicates operate to Lloyd’s and other Regulatory prescribed requirements, including the Delegated Code of Practice, the Intermediaries Byelaws and the Principles for doing business.
• Develop and maintain strong working relationships with key internal and external stakeholders, including Underwriting, Claims, Compliance, Finance, Actuarial, Operations, Syndicates, Lloyd’s, Coverholders, DCAs and brokers, to support business objectives and effective oversight.
• Monitor, challenge, and escalate Key Performance Indicators and Service Level Agreement’s in accordance with the relevant Statements of Work between Polo Commercial Insurance Services, Syndicates and Polo Managing Agency.
• Ensuring all relevant processes and procedure documents are up to date, approved annually by the Board (or Committee as necessary) and remain compliant with Lloyd’s Principles of Doing Business and Minimum Standards and/or other regulatory requirements.
• Providing guidance and support for delegated authority and customer issues, responding to queries from Lloyd’s, Coverholders, Brokers, Syndicate(s), and other stakeholders.
• Managing the oversight of customer outcomes and customer commitments for Delegated Authorities, Claims, Complaints and Conduct risk with appropriate support from the Polo Works Claims and Compliance and PMA/Syndicate Conduct risk teams.
• Providing the management and oversight of regular reporting, including regulatory returns, relating to service standards, binder performance, claims DCA performance, and customer outcomes/commitment KPIs.
• Oversight of reporting to the Delegated Authority Oversight Group (DAOG) and Syndicate Monitoring Committee (SMC), with escalation to the Board and other committees where required.
• Manage Coverholder and DCA audits, ensuring findings are appropriately reported, actions agreed, and remediation tracked to completion.

Delegated Authority Oversight Manager

Project Manager

• Coordinate across multiple workstreams to define and implement new business and technical solutions, working with a range of internal teams.
• Initiate projects, define deliverables and establish plans and governance models.
• Deliver projects across multiple workstreams (displaying industry recognised techniques and methodologies) to agreed time, cost, quality, TCF and compliance objectives.
• Execute and manage the project plan on a day-to-day basis, monitor progress and take all necessary actions and escalations where appropriate.
• Establish, lead, and manage cross functional and multi-disciplined teams (e.g. Business Operations, IT, Risk, Audit, etc).
• Resource projects appropriately and early escalation of potential slippage.
• Routinely engage with and communicate with Senior stakeholders.
• Prepare reports for weekly steering group meetings.
• Support the senior management decision making process.
• Work in accordance with Polo’s policies, client and regulatory requirements and operational frameworks.
• Engage in Polo leadership forums to share progress, lessons learned and best practices.

Executive Assistant

• Assist in organising and administering meetings of the Board of Directors, Board Committees, and Shareholders
• Prepare and circulate meeting agendas, notices, board papers, and supporting documents
• Draft accurate minutes of board, committee, and general meetings and follow up on action items
• Assist in maintaining statutory registers, records, and minute books
• Support the timely filing of statutory returns, forms, and disclosures with regulatory authorities
• Maintain and update corporate records, including registers of members, directors, secretaries, charges, and shareholdings
• Assist with incorporation, restructuring, amendments to constitutional documents, and other corporate actions
• Support document management, including scanning, filing, and retrieval of physical and electronic records
• Assist in handling shareholder queries related to corporate information, meetings, and statutory documents
• Liaise with external parties such as auditors, legal advisors, regulators, and service providers under supervision
• Assist in implementing and maintaining corporate governance policies and procedures
• Support governance audits and internal reviews as required
• Provide day-to-day administrative support to the secretarial team
• Assist with ad hoc projects and assignments related to company secretarial and compliance matters

Assistant Company Secretary

Data Scientist

• Lead the design and implementation of a new enterprise data management framework
• Develop comprehensive data management strategies aligned with governance requirements
• Oversee migration to cloud environments like Microsoft 365, Azure, and AWS
• Ensure data quality, compliance, and implement monitoring processes
• Engage with stakeholders and lead change management activities
• Manage projects and coordinate cross-functional delivery teams

Data Manager – Contractor

• Support the Company Secretary in ensuring that the company complies with statutory and regulatory requirements
• Assist in corporate governance, secretarial administration, statutory filings, board and committee processes, and maintaining corporate records
• Assist in organising and administering meetings of the Board of Directors, Board Committees, and Shareholders
• Prepare and circulate meeting agendas, notices, board papers, and supporting documents
• Draft accurate minutes of board, committee, and general meetings and follow up on action items
• Assist in maintaining statutory registers, records, and minute books
• Support the timely filing of statutory returns, forms, and disclosures
• Maintain and update corporate records, including registers of members, directors, secretaries, charges, and shareholdings
• Assist with incorporation, restructuring, amendments to constitutional documents, and other corporate actions
• Support document management, including scanning, filing, and retrieval of physical and electronic records
• Assist in handling shareholder queries related to corporate information, meetings, and statutory documents
• Liaise with external parties such as auditors, legal advisors, regulators, and service providers under supervision
• Assist in implementing and maintaining corporate governance policies and procedures
• Support governance audits and internal reviews as required
• Provide day-to-day administrative support to the secretarial team
• Assist with ad hoc projects and assignments related to company secretarial and compliance matters

Junior Assistant Secretary

• To lead the team providing financial reporting processes for insurance companies across Polo Works, providing leadership and technical guidance to all staff working on these clients.
• Where remediation or process redesign is required, this role is expected to lead the change, working with internal and external stakeholders to resolve any issues.
• Primary review of the financial results for non-Lloyd’s clients, including oversight of the process to ensure integrity and delivery of all regulatory and statutory financial reporting for the entities under management.
• Responsibility for managing financial compliance.
• Working with Client Finance Managers, play a leading role in the onboarding of new clients, reviewing/establishing accounting policies, overseeing and establishing an appropriate level of documentation and controls within the client finance team, resolving reporting/processing issues and embedding this into BAU.
• Preparation of Board and Audit Committee papers, attending either meeting if required.
• Reviewing and (where relevant) improving financial controls on a rolling basis.
• Liaison with external auditors on the audit and any relevant internal audit reviews.
• Management of related tax return data requests.
• Management of the preparation, interpretation, maintenance and application of accounting policies in accordance with current accounting standards.
• Work closely with clients on the interpretation of any new accounting standards, preparing technical papers and aligning processes to meet the new requirements.
• Playing a leading role in finance projects, including IT Financial systems development where relevant.
• Oversight of the work in the team, but getting into detail, resolving issues and working with clients where required.
• Training and developing the team in insurance related skills at every opportunity.
• Working with the Head of Client Finance and the learning and development team to understand skills gaps, identify suitable training and strengthen team knowledge.