PA to Chief Executive - Charles Taylor Adjusting

Charles Taylor is a global provider of professional services and technology solutions dedicated to enabling the global insurance market to do its business fundamentally better. Dating back to 1884, Charles Taylor now is currently in more than 120 locations spread across 30 countries in Europe, the Americas, Asia Pacific, the Middle East and Africa.

Charles Taylor believes that it holds a distinctive position in its markets in that it is able to provide professional services and technology solutions in order to support every stage of the insurance lifecycle and every aspect of the insurance operating model. Charles Taylor serves a diversified blue–chip international customer base that includes national and international insurance companies, mutuals, captives, MGAs, Lloyd's syndicates and reinsurers, along with brokers, distributors and corporate insureds.

Charles Taylor has three distinct business areas – Claims Services, InsureTech and Insurance Management.

Charles Taylor was recently acquired by an investment company managed and controlled by Lovell Minnick Partners LLC. Lovell Minnick is a US Private Equity firm that invests in the global financial services industry, including related technology and business services companies, with a focus on helping to build long term value for clients, employees and shareholders. The acquisition will support the continuation of Charles Taylor's successful growth strategy, with a focus on expanding client relationships, broadening specialist capabilities and the range of services and technology solutions, deepening geographic coverage, and reinvesting in quality of service and technology.

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To provide high–level PA support to the Chief Executive of Adjusting and where required, to the CTA Executive team, as dictated by workload and business priorities, helping the CEO and Executive team to drive strategic changes and business performance in conjunction with Team Assistant.

• To manage complex calendars for CEO and Executive team; to make appointments and set up meetings with; the Adjusting Senior Management Team (SMT), CTA Executive team, CT Group Executives, clients, external providers for 1 to 1 meetings/group/recurring/video/conference calls.
• To assist in the production of written documentation, in association with SMT and Executive team in senior and confidential meetings. To produce correspondence, reports, agendas, action tracking updates and minutes to a high standard, including;
  
  
  • Monthly Executive Committee report
  • Oversee monthly SMT and Business Pipeline report – liaising with SMT, HR and Finance for content
  • Log client complaints
  • Assist Chief Executive in producing content for staff newsletters, video messages, townhalls and leaderships meetings
  • Assist Chief Executive with documentation for annual performance reviews
  • Assist in arranging papers and agenda for CTA Executive monthly meeting including monitoring and updating major initiatives
  • Assist in arranging papers and agenda for quarterly CTA Board meetings
• To draw up travel itineraries and accommodation as and when required for the Executive team.
• To be the primary contact for CTA on travel management issues and to refer to the Chief Executive as required.
• Oversee coordination of three 2–day management conferences a year in; Asia Pacific, Americas and London, including; all meeting arrangements, travel, accommodation, presentations and associated material. May also include organising client functions, collaborating with local office teams and working to a budget.
• Assist in the timely and accurate return of approvals of Board minutes, papers relating to CEO's various company Directorships.
• Oversee the monitoring of expenses for SMT and Executive team through line management. Oversee the preparation of expense returns for Chief Executive and Head of HR.
• Oversee preparation of invoices for payment.
• To assist the Chief Executive in working with the Head of HR to drive and project manage:
  
  
  • Employee engagement survey,
  • Performance Management process
  • Reward process
  • Absence record system; monitoring and training
  • Employee relations; disciplinary investigations
  • Key talent and succession planning
  • Learning and Development
  • Team lift projects
  • Acquisition projects
  • Recruitment/finalising contracts
  • Staff movements
  • HR dashboards
  • E mentoring
  • Benefits
  • Diversity & Inclusion
• To assist and work with CTA Legal Counsel on Risk Management, Compliance and Internal Audit wherever relevant. Perform the role of CTA's Time Bar and Conflicts Manager and take responsibility for monitoring, supporting and reporting on these processes and procedures worldwide.
• Assist Chief Executive and Finance Director with the budget process; setting meetings and recording notes/actions.
• Assist Chief Executive and Business Development Director with business planning.
• Demonstrate and role model the Charles Taylor six Values by ensuring a Supportive Environment, upholding Excellence in People, focusing on Partnership with Clients, delivering High quality Work, promoting Group–wide Entrepreneurship and having an Appetite for Change.

• To assist in the promotion of the division's services internally throughout the group, achieving 'cross selling' wherever possible.
• To learn new tools and techniques as required to carry out current tasks more efficiently within the scope of this position.
• To work with the Chief Executive to manage any operational efficiency initiatives, through line management, achieving cost savings wherever possible.
• To be the CT Adjusting contact for Lloyds passes; yearly renewals, payments and kee