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Leads a team of Finance Technicians managing Insurance Broking Accounts operations. Responsibilities include cash matching, payment processing, ledger and account reconciliations, stakeholder relationship management, regulatory adherence, performance reporting, and continuous process improvement. The role requires people leadership, strong accounting knowledge, familiarity with IBA protocols, and experience supporting insurance market operations.

Contact prospective clients by phone to generate new-business meetings and opportunities for Insurance Advisors. Work toward sales targets, support lead-generation campaigns, collaborate with management, and develop insurance industry knowledge through on-the-job training, coaching, workshops, and qualifications.

Supports private capital broking teams throughout the insurance policy lifecycle. Responsibilities include preparing surplus lines filings, validating policy information, reconciling premiums, taxes, and fees, monitoring regulatory requirements, coordinating with brokers and cross-functional teams, completing KYC checks, managing post-bind documentation, reviewing NDAs, maintaining data accuracy, and meeting compliance and service-level standards.

Leads Midwest business development for Howden Private Capital by originating relationships and opportunities with private equity firms, corporations, investment banks, and M&A law firms. Develops regional strategy, manages executive relationships, coordinates events and outreach, builds market intelligence, and partners with brokers to convert opportunities into revenue. Maintains CRM pipeline reporting and supports broader commercial initiatives. Travel throughout the Midwest and nationally is required as needed.

Supports onboarding and account maintenance for clients, insurers, and counterparties within broking systems. Handles internal queries, updates counterparty data, tracks process metrics, assists with questionnaires and onboarding documentation, monitors regulatory changes, identifies discrepancies, and contributes to team projects and management reporting.

Advise insurance clients by understanding their requirements, building relationships, solving problems, and creating tailored coverage solutions. The role welcomes candidates without prior experience and provides on-the-job training, coaching, workshops, and support toward industry qualifications. Success requires strong communication, ambition, an entrepreneurial mindset, and a passion for developing insurance expertise and client relationships.

Manage, develop, and renew a portfolio of commercial insurance accounts within the education sector. The role focuses on partner relationship management, renewal negotiations, presentations, compliance with Appointed Representative requirements, target achievement, lead generation, diary management, and attendance at client meetings and promotional events.

Manages a portfolio of personal lines and private client insurance accounts throughout the policy lifecycle. Coordinates new business, renewals, endorsements, cancellations, remarketing, coverage reviews, quotes, documentation, billing inquiries, and issue resolution. Builds client and carrier relationships, maintains accurate agency records, tracks renewal milestones, supports retention and growth initiatives, and ensures compliance with company policies, insurance regulations, privacy requirements, and documentation standards.

Manage financial reporting for approximately 25 legal entities, including month-end close, reconciliations, statutory accounts, audits, budgeting, forecasting, and consolidated reporting. Lead and develop a team of accountants while improving finance processes. Apply IFRS and UK GAAP to financial instruments, hedging, intercompany transactions, share-based payments, valuations, M&A, restructurings, and treasury initiatives. Collaborate with tax, legal, treasury, auditors, and other finance teams.

Lead Howden’s global leadership development strategy, including capability frameworks, leadership programs, coaching, team effectiveness, succession pipelines, AI-fluent leadership, stakeholder partnerships, budgets, governance, and impact measurement. The role advises senior leaders, manages internal and external faculty, supports inclusive leadership and organizational change, and scales learning across a global matrixed business.