Barclays
Finance
ICBACoverageInsurance,Analyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“ICBA Coverage Insurance, Analyst at Barclays. Skills: Insurance coverage analysis, Client relationship management, Risk assessment, Financial analysis. Establish and nurture profitable partnerships with both corporate and individual clients. Management of client relationships to identify the clients financial goals, challenges, and risk tolerance”
What You'll Achieve.
Establish and nurture profitable partnerships; Ensure mutual benefit and long-term success; Support client needs; Inform strategic recommendations; Address the client's specific needs and objectives; Negotiate terms that are beneficial for both the client and the bank; Ensure a positive and continuous relationship; Minimise potential losses; Ensure transparency and auditability; Support product development, service offerings, and the overall bank strategy; Evaluate the effectiveness of relationship management efforts; Consistently driving continuous improvement; Deliver to a consistently excellent standard; Create an environment for colleagues to thrive and deliver to a consistently excellent standard; Strengthen controls in relation to the work you own or contribute to; Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct; Achieve the objectives of the organisation sub-function
Industry & Context.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents; Make evaluative judgements based on the analysis of factual information, paying attention to detail
What They're Looking For.
Must Have
Experience with Corporate Financing, Experience with Financial Modelling, Experience with Interpreting multi-layered insurance contracts and regulatory requirements
Nice to Have
Insurance Experience, Series SEI, 63, 79, Detail oriented with ample assessing and documentation skills
What You'll Do.
Establish and nurture profitable partnerships with both corporate and individual clients
Management of client relationships to identify the clients financial goals
Analysis of data obtained from various sources
including the investment portfolio and cash flow
areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends
and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives
incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions
justification of recommendations
and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions
offering expert investment advice
risk management and wealth management strategies support
and updates on market trends to ensure a positive and continuous relationship
Assessment of financial
and operational risks associated with client relationships
and implementation of measures to minimise potential losses
Documentation of all client interactions
and agreements to ensure transparency and auditability
Communicate findings effectively to support product development
and the overall bank strategy
Monitoring of client satisfaction
and other relevant metrics to evaluate the effectiveness of relationship management efforts
and support insurance coverage solutions for community bank clients
Ensure that insurance programs align with regulatory requirements
risk management needs
and ICBA best practices
Work closely with producers
and bank stakeholders to evaluate coverage
and provide technical insurance support
Review and analyze insurance policies including commercial lines
professional liability
bank package policies
and related coverages
Assess coverage adequacy and identify gaps
or exposures for community bank clients
Evaluate policy terms
and limits to ensure alignment with ICBA standards and regulatory expectations
How You'll Work.
Team & Collaboration
Partner with other functions and business areas; Act as contact point for stakeholders outside of the immediate function; Building a network of contacts outside team and external to the organisation
Communication Scope
Communication of the value proposition of proposed solutions; Justification of recommendations; Communicate complex / sensitive information
Full Job Description
# **Job Description** **Purpose of the role** To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. **Accountabilities** * Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. * Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. * Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio. * Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank. * Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. * Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses. * Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy. * Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts. **Analyst Expectations** * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous
Applying for this ICBA Coverage Insurance, Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Barclays?
Real rants from real employees. Read before you apply.