Aaron Marks Email & Phone Number

London, United Kingdom

• Claims lead for all Integro Financial Institution (FI) claims; professional indemnity (PI), errors and omissions and directors’ and officers’ (D&O) matters, predominantly emanating from Australia, New Zealand and Europe with some exposure to North-America. • Conducted ground-up review of claims portfolio, to identify errors, the accuracy of financials ahead of planned migration to a new claims management system. • Tasked with the removal of a historic backlog. • Working closely in collaboration with the underwriting team & other departments.• Technical referral point for clients & brokers including face-to-face negotiations.• Instructing and proactively overseeing lawyers, adjusters and experts from the agreed panel, managing expert spend• Day to day management responsibility for Claims Broker; providing one on one training in handling PI and D&O claims. • Building a strong relationship with placing team and underwriters; to ensure the claims team held in esteem. • Provide claims experience reports to aid in renewals; providing trend analysis. • Regularly dealing with ECF and Xchanging• Regularly dealing with high-value claims over £22M

London, United Kingdom

• To provide an efficient, high quality and reliable claims service to our clients from first notification until final settlement. With a diverse portfolio London Market risks (UK/International) – predominately dealing with Public Liability including Product Liability (Life Sciences); Employer’s Liability including Employment Practices Liability; Professional Indemnity; and Directors& Officer’s Liability; Marine & Cargo as well as Commercial/Motor Fleet (list not exhaustive). • Regularly dealing with ECF and Xchanging. • Regularly dealing with Liability claims over £1M. • Solely responsible for all HNW property claims both Commercial and Residential.• Provide monthly and quarterly claims experience reports – providing detailed trend analysis for clients recommending business solutions to reduce exposure and drive a better experience. • Steer focus groups with all stakeholders (Clients/Insurer and internal colleagues) to provide bespoke strategic plans and promote a collaborative way of working.• Manage own diary and caseload to ensure deadlines are met. • Claims representative for business for transforming department by reviewing process, procedures moving to a paperless business model incorporating General Data Protection Regulations new guidelines.

Bromley, United Kingdom

• Proactively ensure the Managing Director is aware of relevant issues acting as a conduit for all KPI data highlighting any emerging trends to ensure the continued success of the business. • Assist the Managing Director in developing functional business strategy and vision; translate and implement high-level strategic plans into goals and objectives and distribute to relevant Directors. Challenging their thinking and driving actions to completion. Monitoring actions on behalf of the Managing Director to ensure deadlines are met. • Coordination of all reporting such as Board Papers/reports to ExCo/Claims Exec/Risk & Audit Committee and any other governance reports.• Manage meeting governance (TORs, agendas, minutes & actions)• Work closely with PA to support ‘in-tray’ management of highly confidential correspondence as well as ensuring effective management of diary to make the best use of Managing Directors time. • Identify, own and manage the risks involved in running the business appropriate to the role in line with the company’s risk framework whilst working with Business Partners (Risk/Finance/Communications/HR).

Bromley, United Kingdom

• Responsible for 10% Daily Audits/Section Selection reports of all new claims (across 3 sites: Bromley; Gloucester & Manchester) ensuring best practise, quality assurance and consistency across all sites. To provide feedback/coaching where necessary.• Completion of Commercial Property update report which is distributed between to all Team Leaders/ both Operations Managers and Head of Claims, providing an update of statistical data from 10% Daily Audits. • Delegated authority to manage own caseload of claims according to broker split up to £100K. But currently dealing with a larger loss of £139K at the request of the Operations Manager. Awarded Team Leader authority.• Manage/audit relationships with TPA’s/Brokers and internal/external stakeholders. • Complaints Champion within the department; only member at my grade involved within Best Practise complaints review (a complex audit to be rolled out across all commercial sites). Ensuring we maximise the capability of CMS software.• Technical referral to all members of the Commercial Technical & Large Loss teams • Build relationships between business partners such as Claims Validation/Suppliers/Brokers ensuring we deliver on our service promises

Kings Cross, London

• Solely responsible for all high value/complex claims arises from Commercial/Leasehold properties approx. 10,000 from first notification to negotiating a settlement; attending mediations; Conclusion of historic complex losses from the previous insurer which predecessor was unable to achieve; Revision of claim protocols in place to improve management and life span of claims. • Manage own caseload of Public Liability claims to assess potential liability such slips/trips under statutory duties such as Defective Premises Act/Highways Act/Occupier’s Liability Act whilst maintaining companies reserving philosophy and coordinating various internal departments to achieve a best possible outcome for the Council. • Manage own caseload of Motor claims arising from authority’s own motor fleet. • New technologies champion which helped roll out Windows 7 laptops following the Councils adoption of ‘agile working’; this range from testing to resolving compatibility/speed issues. • Solely responsible for the management of Engineering Inspection programme; Implementation of new software following the re-tendering of the programme; revision of protocols to ensure efficient management of risk. • To provide claim statistical data and report analysis for Governance Board.

Romford, United Kingdom

• To handle all household claims for UK & Overseas properties up to £25K from notification to settlement; while applying 89 different policy wordings for such leading brands as AXA; Saga; Castle Cover; AA; Bradford & Bingley; Kwik Fit; Regal and Towergate Underwriting.• To appoint supplier; loss adjuster & solicitors while acting as a liaison between the insured.• To handle all incoming calls approx. 100-150 per day.

Lee, London

•Founding member of insurance function; reported direct to Head of Insurance. •Assisted Head of Insurance to grow department following to the Group’s acquisition and amalgamation of 21 smaller housing associations whilst ensuring that best customer service continued to be delivered by the department.•Responsible to perform a mix of operational/supervisory duties – ranging from day to day tasks such handling administrative issues in absence of Head of Insurance; to establishing and monitoring best practise policies and procedures, bringing alignment in a Group-wide framework; co-ordinating necessary training and guidance where appropriate. •Supported Head of Insurance in the management of the Group’s insurer portfolio; preparing documents to aid policy requisition of aggregate limit cover to facilitate self-insured programme. As well as a ring-fenced arrangement for Shared-ownership/Leasehold properties to abide by the panel of mortgage lenders guidance. •To manage own caseload of public & employer’s liability and professional indemnity claims from notification from to settlement in line with CPR guidelines. •Solely responsible for all property claims under self-insured arrangements from notification to settlement – with ring-fenced funding for subsidence claims. •Solely responsible for all Shared ownership/Leasehold claims under TPA agreements reporting via monthly bordereau basis to seek recovery of outlay. •Manage a motor fleet of 50 vehicles for essential car users, handle all claims arising out of fleet; coordinating repairs. •Quantify all claims & enter reserves on an in-house database according to companies reserving philosophy.•Instruct solicitors/loss adjusters/structural engineers once exceeded own authority limits (£100K). •The main point of contact for internal/external stakeholders & the function’s designated trouble-shooter. •Mentor junior members; monitor progress against objectives & coach on insurance principles.

Bromley, United Kingdom

• Promoted from Inbound Sales and awarded managers’ override authority. • To conduct a manual evaluation of proposed risk set out by the client to ensure the correct premium ratings; negotiating final premium and terms dependent on risk, ensuring profit objective is maintained and retention of clients.• Required to maximise sales opportunity by cross /upselling other products & services in line with the client’s needs. • Complaints resolution while upholding policy terms/procedures. • Provide monthly statistics on individual performance e.g. retention rate, premiums received versus any deduction offers. *Further details available upon requests*

Bromley, United Kingdom

• Provide prospective clients with new business quotes for motor/building & contents insurance in a targeted sales environment; proven track record to continuously exceed targets comparatively to peers. • Required to maximise sales opportunity to cross & upsell other insurance products e.g. legal protection/breakdown cover/enhanced courtesy car/protected NCD in line with the businesses propositions. • Identify client needs and provide appropriate products which meet those needs. • Processing between 150-250 calls per day.*Further details available upon requests*