Description
Polo Managing Agency (PMA) is a third‑party managing agency operating within the Lloyd’s market, supporting syndicates on behalf of third‑party capital providers. As the business continues to grow, significant investment has been made in financial systems and data capabilities, particularly through the development of a Data Warehouse (DWH).
This role acts as the key link between Finance and the Data team, supporting both business‑as‑usual processes and ongoing development of the DWH. The position ensures the integrity of financial data, supports syndicate reporting, and drives improvements in processes and controls. It is a remote role with occasional visits to the London office.
Department
Managing Agency
Location
London
Key Responsibilities
- Liaise between Data Team and Finance Team
- Check calculations of Gross written and earned premium (and associated acquisition costs) performed by the DWH
- Identify errors in calculations and required manual adjustments for the close process
- Identify control weaknesses and recommend improvements
- Assist in implementing DWH for new syndicates, including new writing and earnings patterns
- Establish and document effective controls over the process and data in the DWH and downstream into Finance modules (currently Excel)
- Develop exception reporting using AI where appropriate
- Identify and help develop new calculations in the DWH (e.g., switching‑to‑signed)
- Identify and test reports from the DWH required by PMA for third‑party syndicates
- Help develop the use of AI to reduce reliance on Excel downstream of DWH (e.g., data exception reporting)
Skills, Knowledge And Expertise
- Knowledge of insurance accounting
- Experience working in a project environment
- Ability to liaise with people of varying levels and skill‑sets (IT, Data, Finance, Actuarial)
- Good reconciliation skills
- Methodical work practices
- Experience dealing with large volumes of data and excellent Excel skills
- Good written and verbal communication skills
- Knowledge of AI or willingness to learn and share knowledge to modernise processes
Behaviours Aligned To The PoloWorks PRIDE Values
- Pioneering – we don’t stand still
- Responsible – we do the right thing
- Inclusive – we all play a role
- Delivery Focused – we provide services we are proud of
- Empowering – we equip people to be their best
Benefits
As well as a competitive salary, discretionary annual bonus, and a minimum 26 days of annual leave (with the option to buy more), you will also receive an excellent benefits package, including flexible hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay. You will also have access to company volunteering days, an Electric Vehicle leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, and regular sports and social events.
Benefits Band 3
