Charles Taylor
Client Reporting Analyst
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The Role
We are seeking a proactive and detail-oriented individual to join our Commercial team in a client reporting and analytics role. In this position, you will be responsible for the end-to-end ownership of client reporting, performance measurement, and SLA governance across a number of key client accounts.
This role acts as a critical link between client expectations, operational delivery, and technology solutions, ensuring contractual reporting requirements are understood, implemented, and consistently met. Working closely with clients and internal stakeholders, you will oversee the design, development, and continuous improvement of reporting, dashboards, and performance measurement that client service delivery.
Your role will also involve the coordination of and compiling of 'Request for Information' documents and responses to client Due Diligence questionnaires, ensuring they are presented professionally and accurately. You will coordinate the preparation of responses, managing all aspects of the tender process to meet deadlines.
The ideal candidate will possess strong numerical and analytical skills, with the ability to thrive in a fast-paced environment with tight deadlines. Excellent communication skills and the ability to build and maintain key internal relationships are essential.
Key Responsibilities
- Own the end-to-end set up and delivery of client reporting, in line with contractual obligations and client expectations
- Translate contractual reporting and SLA requirements into clear operational processes, defining business requirements and working closely with the relevant teams to develop and implement reporting capabilities, dashboards, and system enhancements
- Own reporting governance and data quality standards, ensuring the integrity, consistency, and accuracy of all reporting outputs through effective controls and validation processes
- Monitor reporting performance, identifying opportunities for improvement and making recommendations to enhance service delivery and client outcomes.
- Draft, maintain, and continuously improve reporting procedures, documentation, and guidance materials, ensuring best practice is established and consistently followed
- Build and maintain key internal relationships with other parts of the business to support effective processes introducing automation where possible
- Coordinate the completion of client questionnaires for client Due Diligence and Requests for Information, ensuring that other contributors provide information on time to a high standard
- Proof read and edit material to ensure responses are presented in a professional and concise manner
- Review and enhance existing commercial materials to prepare for future tenders and due diligence exercises
- Carry out Ad Hoc duties and tasks that are allocated to you at the discretion of management and that are within your capabilities and within the scope of your post.
- Demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, and Accountability and Collaboration.
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Required Skills
- Numerically literate, with strong analytical and problem-solving skills. Confident working with datasets and using Excel on a daily basis. Experience with PowerBI would be an advantage.
- Excellent communication and presentation skills, comfortable with working with and presenting to senior stakeholders
- Strong stakeholder management and influencing skills, capable of driving action across teams to ensure deadline and reporting obligations are met
- Strong attention to detail, demonstrating high levels of accuracy, consistency, and thoroughness
- Highly organised, with excellent project coordination skills, able to manage multiple priorities and deadlines simultaneously while maintaining quality standards
- Proactive attitude to gaining knowledge and experience in a global organisation
- Collaborative team player, able to build effective relationships across global teams
About Us
Founded in 1884 as a mutual insurance association, Charles Taylor began under the leadership of coal merchant Charles Taylor, whose astute management set the stage for growth. Today, we are a global leader providing insurance services and technology solutions with a team of c.4,000 experts across 120+ countries on 6 continents.
Our unmatched depth of specialist expertise, from loss adjusters to forensic accountants, helps the global insurance market to address its challenges. Through our trusted partnerships model, we build long-term, personal relationships with clients based on trust and cooperation. Our powerful technology helps our clients improve their customers' experience from start to finish. Thanks to our global reach, our clients can access our services wherever they are in the world, whenever they need us.
Our services and solutions support every stage of the insurance lifecycle and every aspect of the insurance operating model, across all major commercial insurance lines serving a blue-chip international customer base that includes insurance companies, mutuals, captives, MGAs, Lloyd's syndicates, and reinsurers, along with brokers, distributors, and corporate insureds. Our Group Business Services (GBS) function supports the overall efficiency and effectiveness of the company ensuring that teams have the tools, systems, and support needed to deliver high-quality client solutions. Focused on finance operations, HR services, IT infrastructure, legal and compliance support, and workplace management, the GBS function enables the business to operate with agility, maintain compliance, and focus on delivering value to our clients.
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Why join Charles Taylor?
Charles Taylor prides itself on being a people-centric business. Our culture and values define who we are, what we stand for, and how we behave. They guide how we work with our colleagues and our clients, today and in the future. By living our values every day when we come to work, we deliver better results for the world of insurance.
We strive to provide a positive working environment that offers opportunities for professional development and growth across all our business areas. This includes a structured onboarding process, job-specific skills development, online and in-person training, as well as study assistance for professional qualifications.
Our Values
- Accountability: We take ownership and responsibility. We all have a role to play in Charles Taylor's growth and overall success.
- Agility: We learn, evolve, and adapt quickly. We anticipate, prepare for, and adapt to change; it's how we stay competitive.
- Care: We are compassionate and human. We are approachable and genuinely interested in others.
- Collaboration: We are one. We are unique but united in our work.
- Integrity: We do the right thing. At all times, we act with responsibility and respect.
Equal Opportunity Employer
At Charles Taylor, we are proud to be an Inclusive Employer. We foster an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital or family status, race, religion, sex, or sexual orientation.
We recognise that Diversity, Equity, and Inclusion is essential in enabling us to deliver better insurance outcomes and fulfilling our responsibilities to clients, colleagues, and the community. We proactively promote and celebrate differences and strive to create an environment where our people feel included and can reach their full potential. We take pride in our inclusive and diverse culture, which is supported by strong partnerships and a transparent, fair recruitment process.
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