Job Title Planning and Performance Analyst

Division Client Services Team (CST)

Location Cheltenham – in office / hybrid

Website www.amwinsglobalrisks.com

Amwins Global Risks

At Amwins Global Risks, we succeed together. We’re not ‘just another London broker’ placing risks and signing contracts. We’re forging relationships that are built to last. With over 700 employees around the world and a global footprint across more than 150 countries, we’ve cemented our place as a top 10 contributor to Lloyd’s.

Insurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow.

We believe in a flat organisational structure that prizes expertise and relationships equally. We’ve built a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.

Introduction

The Planning and Performance Administrator provides administrative support to the Senior Planning and Performance Manager in order to help ensure that CST is resourced effectively and that the management team make effective use of data and reporting to ensure that SLAs are achieved, and effective decisions are made.

This role requires a high level of confidentiality, strong communication skills, and the ability to build and maintain relationships with multiple stakeholders.

The ideal candidate will have strong administrative skills and background, and an understanding of planning and forecasting.

Responsibilities

Customer Service & Service Delivery

Assist Senior Planning and Performance Manager in assessing impacts of new work and teams being absorbed by CST to ensure effective resourcing to meet demand
Build and maintain strong and effective relationships with key internal and external stakeholders
Input and maintain resource models that ensure we have enough staff to deliver excellent service
Assist Senior Planning and Performance Manager and provide a point of reference in their absence, including within any strategic or stakeholder groups

Continuous Improvement

Collaborate with Senior Planning and Performance Manager, IT, and Operations to assess and develop systems, processes, and tools to provide data in order to achieve CST objectives
Assist in implementation within CST of initiatives to improve service and offering, to help enable business growth
Ensure all process changes follow proper change process methodology and stakeholders are informed and consulted; teams should know business and process changes will be discussed with line managers and the relevant business units, with sign off processes
Maintain the CST skills matrix to ensure up-to-date tracking of development of technicians and flex of resource to meet changes in demand

Relationship Management

Maintain excellent working relationships with GST functions and divisions

Resource Management

Assist the Senior Planning and Performance Manager in ensuring adequate resourcing to meet workloads, productivity, and quality requirements
Assist when needed with ad hoc projects, managing delivery expectations
Work with the management team to review performance, and forecasts, and to ensure appropriate resourcing recommendations are made

Knowledge/Skills/Qualifications

High level of ability with Microsoft Office, particularly Microsoft Excel
Ideally experienced in a similar planning or resourcing function
Ability to analyse and identify key information
Ability to problem solve using policies and procedures
Understand and use common insurance terminology
CII qualification desirable

Please note – this role can be performed in-office, or through hybrid working, though the expectation would be that any probation period is full-time in the office.

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Planning and Performance Analyst