Insurance

• Manage and develop existing and new products and/or services
• Ownership of related customer and colleague journeys
• Develop product strategy and drive change through execution teams
• Make key decisions in the product lifecycle
• Own associated outcomes for customers, colleagues, and the bank
• Develop customer level strategies & solutions
• Act as Subject Matter Expert in the Product/Proposition team
• Guide and advise stakeholders at all levels
• Evaluate technical feasibility, legal compliance, and potential risks
• Monitor market trends and feedback from internal employees and customers
• Manage launch plans and technical deployments for products
• Monitor key metrics such as adoption rates and revenue generation

Product & Proposition Manager – Insurance

• Lead the UK Insurance Technology function, making sure it supports business goals and delivers great outcomes for customers
• Define and deliver a clear technology strategy, architecture and roadmap aligned to Bupa’s wider strategy
• Drive large-scale technology and business transformation, including new ways of working such as agile (a flexible, iterative approach to delivery)
• Oversee the delivery of technology programmes, making sure projects are on time, within budget and achieve the expected benefits
• Work closely with senior leaders across the business to prioritise and deliver key initiatives
• Create a strong, open culture that encourages continuous improvement and supports teams to do their best work
• Build strong relationships with partners and suppliers to support delivery and innovation
• Take full responsibility for technology budgets, performance and value for money
• Make sure risks are managed well, including information security, operational resilience and regulatory compliance
• Lead, develop and inspire senior leaders and teams, building capability for the future

CIO, UK Insurance

• Shape how we protect revenue and improve billing accuracy
• Take the lead on improving the customer journey from billing through to payment
• Define and drive the wider revenue assurance approach
• Ensure billing is complete, accurate, and on time
• Put strong controls in place to reduce revenue leakage, errors, and risk
• Influence senior leaders and help shape the wider direction of Retail and Customer Operations

Revenue and Billing Assurance Lead

• Supporting a designated client portfolio
• Acting as the first point of contact for clients
• Building strong relationships and supporting clients with queries as they arise

Insurance Account Handler

• Build a recognised market profile as a representative of WTW’s Global Specialty market strategy consulting and other technical solutions.
• Develop trusted relationships with client stakeholders through clear communication, strong execution, and commercial awareness.
• Work across a broad portfolio of strategic assignments to deepen your market, analytical, and client advisory capabilities.
• Identify key insights and communicate findings in a compelling and structured way to senior client leaders.
• Collaborate across practices and regions to deliver integrated, strategy-led solutions to clients’ wider business challenges.
• Champion WTW’s professional standards in both analysis and client interactions.
• Leverage your professional network to support business growth and introduce clients to WTW’s services and propositions.
• Develop and enhance WTW’s Global Specialty strategy propositions using our intellectual capital, analytical tools, and global expertise.
• Lead or contribute to the development of thought leadership, including articles, presentations, and other market-facing content.
• Scope, design, and present proposals that clearly articulate the strategic and commercial value of Global Specialty’s capabilities.
• Lead cross-functional teams on market strategy, portfolio strategy, and commercial advisory engagements alongside Directors and MDs.
• Build strong internal relationships and work effectively across multi-disciplinary teams.
• Coach team members throughout project lifecycles, helping them develop skills and deliver impactful outcomes.

Global Specialty Insurance Director – Strategy Consulting

• Deliver holistic insurance reviews by assessing client needs and recommending suitable related products for both new and existing customers.
• Meet business targets by achieving new business, retention goals, service KPIs and maintaining required workflow standards.
• Maintain strong technical expertise through continuous learning of products, market trends and underwriting guidelines to manage complex cases and referrals.
• Achieve agreed performance objectives by consistently meeting individual KPIs and contributing to team success.
• Underwrite and manage claims effectively by adhering to underwriting authority levels, handling claims promptly and keeping clients fully informed through to settlement.

Insurance Consultant

• Advise on (re)insurance coverage and disputes, leveraging experience gained at a leading regional or City firm
• Predominantly provide specialist advice on Warranty & Indemnity claims and broader Transactional Liability risks; as required, also advising on Financial Lines claims (eg Directors & Officers, Financial Institutions Professional Indemnity/Civil Liability and/or Crime)
• Lead the instruction of financial and forensic experts specialised in accounting, loss and valuation issues in the context of Transactional Liability claims
• Manage multi-jurisdictional mandates and co-ordinate with international legal teams
• Deliver high-quality legal services in a timely and professional manner, ensuring compliance with all regulatory and professional standards
• Deliver high-quality written work product tailored to client needs and spanning across detailed written reports, client Memos, PowerPoint presentations and focused email content
• Communicate effectively and build strong relationships with clients, colleagues, and stakeholders
• Collaborate within a high-performing team, sharing knowledge and contributing to collective success
• Identify and pursue opportunities for repeat business and client growth, actively developing a network of internal and external contacts
• Support and lead business development initiatives within the insurance sector, contributing to the team’s strategic goals
• Demonstrate strong technical, commercial, and sector knowledge, with a clear understanding of global re/insurance market dynamics and emerging trends

Senior Associate, Insurance Disputes

• 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

• Deliver the Council’s insurance function – from policy renewals to tendering, procurement, and specialist advice.
• Investigate and manage claims - including gather evidence, negotiate settlements, and keep cases moving smoothly.
• Shaping our risk strategy - support the Risk Management Strategy and help services make informed decisions.
• Influencing and advising - help schools and departments understand their insurance obligations and make choices that reduce risk.
• Training and building confidence - share knowledge, empower colleagues, and raise the profile of insurance across the organisation.

Insurance Manager

• Own end‑to‑end GI Bancassurance sales performance, including volumes, income, conversion, and profitability.
• Define and deliver the Bancassurance trading strategy, aligned to bank distribution priorities and customer propositions.
• Maximise conversion of bank‑generated leads through digital, app, branch, telephony, and assisted sales journeys.
• Embed GI propositions into core bank customer journeys, using customer insight and behavioural data.
• Act as the senior GI interface to Consumer Relationships leadership, positioning GI as a core driver of customer value.
• Own the GI trading strategy across Bancassurance, Corporate Partners, and Aggregators.
• Maintain GI market share, whilst setting clear channel roles and priorities, protecting and strengthening bank‑led opportunities.
• Provide executive‑level insight on trading performance, market dynamics, and risks.
• Lead digital sales optimisation, particularly within bank‑owned channels.
• Partner with Marketing to optimise campaign effectiveness and return on investment.
• Use advanced data and analytics to find opportunities, diagnose performance, and drive action.
• Operate as a senior leader, engaging with and influencing outcomes across Consumer Relationships and Lending, GI Platform and IP&I Support Teams.
• Provide exceptional leadership to the team, mentoring, coaching and developing colleagues to deliver high performance.
• Lead large‑scale change and transformation to improve sales effectiveness and customer experience.

Head of Trading – General Insurance

• Deliver structured 1:1 and group coaching sessions across voice, secure message, webchat, and complaints functions.
• Facilitate onboarding and capability development for new and existing colleagues.
• Conduct quality assurance reviews of customer interactions.
• Participate in consistency meetings and peer reviews to uphold audit accuracy and calibration across the team.
• Perform root cause and trend analysis to identify areas for improvement.
• Act as a subject matter expert (SME) for product and process knowledge.
• Maintain team engagement through side-by-sides, feedback loops, and regular coaching communications.
• Collaborate with the Training & Knowledge Content Specialist to ensure training materials reflect current processes.

Customer Outcomes Assurance Coach

• Provide professional support and advice to clients ensuring high levels of service and client satisfaction
• Answering client queries, deal with renewals and mid term adjustments in a professional and timely manner
• Ensuring all policy administration is dealt with in a professional and timely manner
• Adhering to all Company, regulatory and compliance guideline requirements
• Maintaining and develop own technical competence

Insurance Adviser

• Assessing customer’s needs, answering general enquiries and providing suitable advice
• Maximising renewal retention on allocated renewals and taking responsibility for replacing business where necessary to retain the client
• Completing amendments and cancellations as instructed, assisting with claims and resolving accounts and direct debit queries
• Providing a high level of customer service, treating the customers fairly and adhering to rules, codes of conduct and guidelines as issued by the firm and FCA
• Ensuring all administration and paperwork is undertaken in accordance with company procedures and timescales

Insurance Advisor

• The assurance review schedule as the DC book grows, keeping risk ratings accurate and ensuring each customer receives the right level of scrutiny.
• The review and closing out post-live conditions for newly onboarded DCs where applicable.
• Issuing assurance review requests, including scoping the right questions and sample requests based on entity type, operating model, and risk rating.
• In-depth reviews of DC responses, identifying gaps and weaknesses in their financial crime controls.
• The production of formal review reports with clear findings and a recommendation on whether a DC's risk rating should be maintained, increased, or decreased.
• Drafting and issuing recommendations to DCs, then tracking and following up until full closure is confirmed.
• The engagement with external stakeholders, including CEOs, MLROs, Compliance Managers, especially when sharing difficult findings or recommendations.

Fincrime Assurance Associate

• Provide the insurance due diligence advisory services to Lenders in respect of major projects worldwide
• Help identify and develop/nurture new business opportunities through both internal and external client relationships
• Work with the Lenders and their advisors (legal, technical and financial) to review the overall project, identify potential risks and insurance coverage needs
• Review the proposed risk treatment and provide commentary to the Lender on changes or improvements required
• Negotiate enhancements or additions to the existing policies on the behalf of Lenders

Lender's Insurance Advisor – LIA

• Ensure the smooth running of assigned portfolio on a day to day basis
• Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
• Be the first point of contact for day to day enquiries from clients, providers and other internal and external sources
• Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate
• Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries
• Prepare template client reports as request by Account Executive
• Resolve any identified discrepancies in provider documentation before sending to clients
• Periodically attend client meetings with the Account Executive, subject to agreement of the Account Handler Team Leader and team resourcing
• Maintain client records and data in line with Everywhen systems and protocols
• Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and Everywhen colleagues.

• You'll report directly to our Financial Crime Oversight Manager as part of a small team focused on keeping our oversight function rigorous, proportionate, and trusted.
• You'll be running your own caseload: scoping reviews, conducting them, and producing findings reports that directly inform risk decisions.
• You'll engage with a wide range of external stakeholders and have the opportunity to shape how the function develops, including getting involved in projects such as automation.
• In your first 6 months, you'll have taken ownership of your review caseload, with reports consistently produced to a high standard and recommendations tracked through to closure.
• The assurance schedule will be on track — no bottlenecks, no overdue reviews. By 12 months, you'll have built genuine, trusted relationships with DCs and internal stakeholders, becoming a credible point of contact that people feel comfortable raising issues with.

Assurance Associate

• Following up on new business enquiries and arranging cover, via email and telephone
• Processing mid-term adjustments
• Dealing with clients’ day to day enquiries on a daily basis, responding promptly and managing expectations
• Contacting customers on renewals and completing renewal requests
• Ensuring all Client records reflect the current risk on cover at all-time including accuracy of sums insured, perils, excesses, extensions and exclusions
• Ensuring the smooth flow of digital data by re‑keying and validating customer details from our online platform into Acturis
• Involvement in digital marketing campaigns (ad-hoc)
• Running reports via Acturis, spotting trends and ensuring accuracy

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