A non compliant insurance renewal process brought up to date

A leading UK general insurance brand had realised that they not been sending out policy terms and conditions in line with regulatory processes and procedures at renewal for certain commercial insurance products. This was primarily down to a lack of governance and understanding of how existing customers were being dealt with at the time of...

Skills:

programme director programme management insurance compliance major project business process process improvement Business Operational Design
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Plausibility review on Budget forecast – UK client

At xxx there was a need to increase the effectiveness of the CRO Risk Opinion on the Group Budget. The Risk Opinion in effect identifies a number of key Risk themes – some Strategic Risk and some Emerging Risk – and translates these into Risk drivers which impact the Financials, a form of ‘what-if’ forecast....

Skills:

business analysis Credit Risk Capital Markets business process creative problem-solving Explaining Complexity Simply Enterprise Collaboration Operational Risk Management planning Financial Reporting budgets Critical Path Development Workshop facilitation
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Operationalising CRO function – UK client

The client selected a ‘Hard Brexit’ scenario and mobilised a programme to secure market access for clients in remaining EU27 countries. Two exstant EU entities in Madrid and Frankfurt would be repurposed to ensure business and revenue continuity.

Skills:

Business & Operational Analysis Strategy Development & Implementation TOM (Target Operating Model)
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Post Merger Integration Programme – UK Client

A global specialist in the Derivatives markets was acquired by a German Bank resulting in the need to integrate a structured Tax/Project Financing Business unit into the Credit Business Area.

Skills:

API Business & Operational Analysis business architecture Business Capability Modelling Business transformation 3rd party delivery process brief development Product Development creative problem-solving Enterprise Collaboration Business Partnering Gap Analysis Post-Merger Integration Explaining Complexity Simply Finance Transformation
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