2020 mclagan job catalogue property & casualty insurance · mclagan compensation surveys our...

Proprietary and Confidential

2020 McLagan Job CatalogueProperty & Casualty Insurance

A.2 McLagan Job Catalogue | Proprietary and Confidential

The Job Catalogue is divided into four sections:

Section A - Introduction

Section B - Job Definitions

Section C - Level Definitions

Section D - Methodology & Confidentiality

Compensation survey data helps ensure that you have a factual basis for some of your most important people-related decisions. McLagan’s surveys are a cornerstone of that decision-making process.

This catalogue provides detailed information about McLagan’s survey coverage and, along with other supporting information and advice from your local consultants, is intended to help you with survey job matching and data submission.

McLagan surveys include:

• Robust, sector-specific coverage.

• New functions and specializations that reflect our commitment to provide you with detailed, granular results and insights in a changing business and technology environment.

• Globally consistent structure, facilitating cross-country analysis.

• Common leveling framework, allowing for cross-functional and cross-industry analysis.

The survey design is intended to:

• Make the job matching process easier for you.

• Provide you with richer data that enables more robust analysis.

This Job Catalogue outlines the coding methodology for aligning your jobs to McLagan’s survey positions. As you review this catalogue and match your employees please note that:

• Our survey job titles are normalized / genericized and may not exactly match your firm’s position titles.

• You should provide data for all employees whose job content reasonably matches the survey’s benchmark jobs.

We are available to help you throughout the job matching and data submission process. That’s our job.

McLagan Compensation Surveys

Our global compensation survey program has been built from over 50 years of partnering with our clients. We collect the most accurate and comprehensive data across the financial services, financial technology, and consulting industries.

All survey data can be accessed via our platform, McLaganLive.

McLagan i

Data is at the Center of Everything We Do

McLagan’s survey data is the foundation to the advisory support that we provide our clients globally. McLagan consultants bring focused industry expertise and a general management perspective that ensures our recommendations reflect current market and industry best practices, tax and accounting requirements, and human resource regulations. We assign a highly skilled senior consultant to every project team and our approach is customized for every project, ensuring alignment to our clients’ goals and objectives.

Market Practice Studies

Advisory People Analytics

Market Practice Studies provide an additional perspective to supplement compensation market data. They are designed to enhance clients’ understanding of human capital trends that go beyond pay levels, from broad human capital practices to linking pay to employee performance.

We specialize in helping clients build the rewards programs they need to be successful today and for tomorrow. Our advisory knowledge and expertise in total rewards benchmarking & optimization, job architecture design, and incentive design allows your firm to deliver rewards in a clear and compelling way. Additionally, we can partner with you to design executive compensation programs that are competitive, compelling, and aligned with your business strategies. We can help you implement solutions around corporate governance, regulatory compliance, and risk protection policies.

Building the workforce of the future mandates innovative, one-of-a-kind tools that dive deeper into data and deliver actionable insights so you can transform risk into advantage. Driven by our proprietary data, technology, and industry expertise – we have designed a suite of solutions to address critical workforce issues including the rising challenge of pay equity, turnover, and people cost. We’re here to help you unlock insights and reap the advantages of an analytics-driven approach to HR.

ii McLagan Job Catalogue | Proprietary and Confidential

McLagan A.1

Section AIntroduction


LocationThe employee’s physical location, collected by official ISO country code.

Examples include United States, United Kingdom, Singapore, India. CC

GroupThe highest level of a job—a major division, department, or primary industry.

Examples include Asset Management, Consumer Banking, Infrastructure, Markets & Investment Banking.

GGG

Sub-Group

The second highest level of a job—a sub-division, smaller department, primary and / or secondary industry.

Examples include Traditional Investments, Credit Cards, Finance & Treasury, Investment Banking.

SSS

FunctionThe primary activity that describe the job’s core responsibilities.

Examples include Portfolio Management, Sales, Finance, Relationship Management.

FF

AreaThe principle specificity of expertise or product for which the job is responsible for and contributes to role differentiation.

Examples include Equities, Retail & Private Label, Accounting, Industry Coverage. AA

Focus

The most precise specification of the job’s responsibilities and / or within the product coverage.

Examples include U.S. Equities – Large Cap – Growth, Retail Cards, Financial Planning & Analysis, Media & Telecom.

FF

LevelThe normalized market level based on a consistent set of defined dimensions.

Examples include Senior Expert, Advanced, Intermediate, Managing Expert. LL

Navigating the McLagan Job Catalogue

Our compensation benchmark code structure has been designed for efficient and consistent employee job mapping.

Attributes of the McLagan Benchmark Code

McLagan A.3

Identify the Location, Group, and Sub-Group

To begin, the first part of the code will be to assign Location, Group, and Sub-Group to each employee. The physical location is the country’s ISO code. The Group and Sub-Group codes are available in the Job Catalogue.

CC.GGGSSS.??.????.??

Select the Function, Area, and Focus

Next, assign each employee to the more specific job attributes, starting with Function and then assigning the next two levels of specificity—Area and Focus.

CC.GGGSSS.FF.AAFF.??

Determine the Level

The final step in the process is to assign the appropriate market normalized Level as defined by McLagan.

CC.GGGSSS.FF.AAFF.LL

Matching Your Employees to McLagan’s Benchmark Codes

Group

Focus

Focus

Function

Function

Location

Sub-Group

Area

Area

Level

Group

Group

Location

Location

Sub-Group

Sub-Group

Anatomy of the McLagan Benchmark Code

CC.GGGSSS.FF.AAFF.LL


Global Coverage

Over 45 locations are covered by McLagan’s Compensation Survey Program including those listed. For a comprehensive list of all locations and corresponding codes, please reference our Global Data Collection and Survey Results Methodology Guide on McLaganLive (ml.aon.com).

ISO

Code Country

Americas

AR Argentina

BR Brazil

CA Canada

CL Chile

CO Colombia

MX Mexico

PE Peru

US United States

Asia Pacific

AU Australia

BD Bangladesh

CN China

HK Hong Kong

IN India

ID Indonesia

JP Japan

MY Malaysia

PH Philippines

SG Singapore

KR South Korea

TW Taiwan

TH Thailand

VN Vietnam

ISO

Code Country

Europe

BE Belgium

FI Finland

FR France

DE Germany

IE Ireland

IT Italy

LU Luxembourg

NL Netherlands

NO Norway

PL Poland

RU Russia

ES Spain

SE Sweden

CH Switzerland

GB United Kingdom

Middle East & Africa

BH Bahrain

JO Jordan

KW Kuwait

OM Oman

QA Qatar

SA Saudi Arabia

ZA South Africa

AE United Arab Emirates

Location

McLagan A.5

Sub-GroupGroup & Sub-Group Coverage

McLagan has comprehensive coverage across financial services.

Group

ASM Asset ManagementAIN Alternatives Sales & Infrastructure

ALC Alternative Credit

ASC Asset Consulting

FTA Fund Administration / Transfer Agency

HGF Hedge Funds

PEQ Private Equity

REI Real Estate

RPS Retirement Plan Services

TIN Traditional Infrastructure

TRD Traditional Investments

TSM Traditional Sales & Marketing

AOI Asset Owners / Institutional InvestorsCPS Corporate Plan Sponsors

EFS Endowments & Foundations

FAO Family Offices

PUB Public Funds

COM CommoditiesCOM Commodities

CON Consulting ServicesCON Consulting Services

SPC Specialist

CNB Consumer BankingCNB Consumer Banking

CRC Credit Cards

MBK Mortgage Banking

MER Merchant Services

MSE Mortgage Servicing

CCB Corporate, Commercial, & Specialty Lending

AVF Aviation Finance

CMB Commercial Banking

COR Corporate Banking

CMF Commercial Finance

ELF Equipment Leasing & Finance

MLL Middle Market Leveraged Lending

CRE Real Estate Finance

TRA Transaction Banking

FIN Financial ServicesDIG Digital

EXM Executive Management

FIT Financial TechnologyFIT Financial Technology

INF InfrastructureCBA Corporate & Business Administration

CMK Communications & Marketing

CTR Control Functions

FNT Finance & Treasury

HRE Human Resources

OPS Operations

TEC Technology

INS InsuranceGEN Property & Casualty / General Insurance

PCR Reinsurance

PCS P&C Specialty Insurance

LFI Life Insurance

LLS Lloyd's Specialty

BRO Insurance Brokerage

MIB Markets & Investment BankingEQD Equities

EQR Equity Research

FID Fixed Income

FIR Fixed Income Research

IBD Investment Banking

IVS Investor Services

MIB Cross Divisional Management

PRO Professional ServicesSCM Strategic Communications & Marketing

WMT Wealth ManagementBRK Retail Brokerage

PCM Private Client Investment Management

PRI Private Banking

WIN Wealth Management Infrastructure

PRU Ultra-High Net Worth


LevelsCross Sector Global Leveling Structure

Our benchmarks follow one consistent leveling structure across all sectors, geographies, and roles.

See Section C: Level Definitions for more guidance.

Levels are determined by measurement across dimensions defined as:

Core Dimensions Strategic / Tactical / Transactional

Firm / Division / Department / Individual

Client Coverage (External or Internal)

Typical Experience

Title Guidelines / Samples Positions

Accountability & Judgement Accountability

Judgement

Knowledge Business Knowledge

Breadth of Expertise

Impact Influence & Impact

People Leading & Managing

People Development

Level of Interaction

Level

Leadership

Leadership levels cover employees who have a significant influence on the overall strategy and execution of the entire firm, major division, or business unit. Leadership levels typically manage significant groups of employees with multiple layers of management.

14

Executive13

12

11

10 Managing Expert

Professionals

Professional levels cover individual contributors and managers on career paths focused on people management, process management, specialization, and/or functional leadership. Professional levels typically cover the majority of employees within organizations.

09 Senior Expert

08 Expert

07 Advanced

06 Experienced

05 Intermediate

04 Entry

Support

Support levels cover employees who perform roles delivering tactical and routine activities, generally with high levels of oversight by people managers or formal procedures.

03 Senior Support

02 Intermediate Support

01 Junior Support

McLagan B.1

Section BJob Definitions

B.2 McLagan Job Catalogue | Proprietary and Confidential

This page intentionally left blank.

McLagan B.3

Insurance Group Benchmarking Codes and Job Definitions

_ _.INS_ _ _._ _._ _ _ _._ _


_ _.INS_ _ _._ _._ _ _ _._ _Benchmark Code Structure

Code Definition Page

Code Definition

Sub-Group

Group

Insurance (INS)

Group and Sub-Group Codes and Definitions

INS InsuranceInsurance covers activities by which coverage by contract is provided whereby one party undertakes to indemnify or guarantee another against loss by a specified contingency or peril. These business areas support the insurance operations that provide contracts to persons, businesses, or property.

BRO Insurance Brokerage page B.5Insurance Brokerage covers activities related to an intermediary who represents the insured rather than the insurer.

LFI Life Insurance page B.30

Life Insurance covers activities related to products that protect against the financial loss of an unexpected death of the insured.

LLS Lloyd’s Specialty page B.69

Lloyd’s Specialty covers activities related to the lines of business across the range of commercial and domestic insurance needs, specializing in surplus lines, specialty lines, and reinsurance.

PCS P&C Specialty Insurance page B.99

P&C Specialty Insurance covers activities related to policies that are written for products that are not typically covered under a standard insurance policy. Specialty insurance includes higher risk products, such as marine and energy, as well as liability coverage.

GEN Property & Casualty / General Insurance page B.110

Property & Casualty / General Insurance covers activities related to insurance products that cover tangibly owned objects, such as a car or home, in addition to liability coverage for accidents.

PCR Reinsurance page B.164

Reinsurance covers activities related to arrangements made between an insurance company and a third party (e.g., the reinsurer) to protect the insurance company from losses.

McLagan B.5

I N S G E N_ _. ._ _._ _ _ _._ _Benchmark Code Structure

Insurance (INS)Property & Casualty / General Insurance (GEN)

Group | Sub-Group | Function

Client Service & Reporting

CR

Function

Actuarial Services

AS

Relationship Management

RM

Insurance Underwriting

IU

Leadership

LE

Treasury / Investment

Office

TI

Insurance Operations

IO

Strategic Planning &

Development

SD

Sales

SA

Product Management / Development

PR

Ceded Reinsurance

CX

Finance

FI

Human Resources

HR

Compliance, AML, & Control

CP

Communications

CM

Risk Management

RK

Marketing

MK

Technology

TE

Corporate & Business

Administration

CB

Claims

CL

Product Specialist

PS

Legal

LG

Internal Audit

IA

Analytics, Modeling, &

Reporting

AB

Group

Sub-Group

Insurance

INS

Property & Casualty /

General Insurance

GEN




Function Area Focus

Function Area Focus Job Code

Leadership Chief Executive Officer Property & Casualty INSGEN.LE.AIPC

Multi-Focus INSGEN.LE.AIMF

Chief Operating Officer Property & Casualty INSGEN.LE.AWPC

Multi-Focus INSGEN.LE.AWMF

Chief Administrative Officer Property & Casualty INSGEN.LE.ADPC

Multi-Focus INSGEN.LE.ADMF

Chief Executive Officer - Business Unit Commercial Lines INSGEN.LE.AJCL

Personal Lines INSGEN.LE.AJPL

Property & Casualty INSGEN.LE.AJPC

Workers’ Compensation INSGEN.LE.AJWC

Multi-Focus INSGEN.LE.AJMF

Chief Operating Officer - Business Unit Commercial Lines INSGEN.LE.AXCL

Personal Lines INSGEN.LE.AXPL

Property & Casualty INSGEN.LE.AXPC

Workers’ Compensation INSGEN.LE.AXWC

Multi-Focus INSGEN.LE.AXMF

Chief Administrative Officer - Business Unit

Commercial Lines INSGEN.LE.AECL

Personal Lines INSGEN.LE.AEPL

Property & Casualty INSGEN.LE.AEPC

Workers’ Compensation INSGEN.LE.AEWC

Multi-Focus INSGEN.LE.AEMF

Chief Investment Officer Multi-Focus INSGEN.LE.AQMF

Head of Operations & Technology Multi-Focus INSGEN.LE.FBMF

Chief Strategy Officer Multi-Focus INSGEN.LE.BDMF

Head of Insurance Operations Multi-Focus INSGEN.LE.EFMF

Regional / Divisional Head of Insurance Operations

Multi-Focus INSGEN.LE.GNMF

Strategic Planning & Development

Strategic Planning & Development Multi-Focus INSGEN.SD.SPMF

Sales Head of Sales & Marketing Property & Casualty INSGEN.SA.FSPC

Multi-Focus INSGEN.SA.FSMF

Head of Sales Property & Casualty INSGEN.SA.HWPC

Multi-Focus INSGEN.SA.HWMF

Regional / Divisional Head of Sales & Marketing

Commercial Lines INSGEN.SA.GOCL

Personal Lines INSGEN.SA.GOPL

Property & Casualty INSGEN.SA.GOPC

Workers’ Compensation INSGEN.SA.GOWC

Multi-Focus INSGEN.SA.GOMF

McLagan B.7



Function Area Focus


Sales continued Regional / Divisional Head of Sales Commercial Lines INSGEN.SA.RDCL

Personal Lines INSGEN.SA.RDPL

Property & Casualty INSGEN.SA.RDPC

Workers’ Compensation INSGEN.SA.RDWC

Multi-Focus INSGEN.SA.RDMF

Head of Intermediary Property & Casualty INSGEN.SA.HNPC

Multi-Focus INSGEN.SA.HNMF

Intermediary External Independent Agent Management - Commercial Lines

INSGEN.SA.ITEC

External Independent Agent Management - Multi-Focus

INSGEN.SA.ITEM

External Independent Agent Management - Personal Lines

INSGEN.SA.ITEP

External Independent Agent Management - Property & Casualty

INSGEN.SA.ITEX

External Independent Agent Management - Workers’ Compensation

INSGEN.SA.ITEQ

Internal Independent Agent Management - Commercial Lines

INSGEN.SA.ITIC

Internal Independent Agent Management - Multi-Focus

INSGEN.SA.ITIM

Internal Independent Agent Management - Personal Lines

INSGEN.SA.ITIP

Internal Independent Agent Management - Property & Casualty

INSGEN.SA.ITIX

Internal Independent Agent Management - Workers’ Compensation

INSGEN.SA.ITIW

Only match to this role in Europe and Asia surveys.

INSGEN.SA.ITMF

Support - Commercial Lines INSGEN.SA.ITSC

Support - Multi-Focus INSGEN.SA.ITSM

Support - Personal Lines INSGEN.SA.ITSP

Support - Property & Casualty INSGEN.SA.ITSX

Support - Workers’ Compensation INSGEN.SA.ITSW

Agency Management Multi-Focus INSGEN.SA.AMMF

Bancassurance Bancassurance Sales INSGEN.SA.BABA

Key Account Management INSGEN.SA.BAKM

Support INSGEN.SA.BASU

Multi-Focus INSGEN.SA.BAMF

Captive Agency Management Property & Casualty INSGEN.SA.CAPC

Multi-Focus INSGEN.SA.CAMF




Function Area Focus


Sales continued Captive Agency Sales External Captive Agent Sales - Commercial Lines

INSGEN.SA.CBEC

External Captive Agent Sales - Multi-Focus

INSGEN.SA.CBEM

External Captive Agent Sales - Personal Lines

INSGEN.SA.CBEP

External Captive Agent Sales - Property & Casualty

INSGEN.SA.CBEX

External Captive Agent Sales - Workers’ Compensation

INSGEN.SA.CBEW

Internal Captive Agent Sales - Commercial Lines

INSGEN.SA.CBIC

Internal Captive Agent Sales - Multi-Focus

INSGEN.SA.CBIM

Internal Captive Agent Sales - Personal Lines

INSGEN.SA.CBIP

Internal Captive Agent Sales - Property & Casualty

INSGEN.SA.CBIX

Internal Captive Agent Sales - Workers’ Compensation

INSGEN.SA.CBIW

Only match to this role in Europe and Asia surveys.

INSGEN.SA.CBMF

Support - Commercial Lines INSGEN.SA.CBSC

Support - Multi-Focus INSGEN.SA.CBSM

Support - Personal Lines INSGEN.SA.CBSP

Support - Property & Casualty INSGEN.SA.CBSX

Support - Workers’ Compensation INSGEN.SA.CBSW

Direct Professional Sales Property & Casualty INSGEN.SA.DPPC

Workers’ Compensation INSGEN.SA.DPWC

Multi-Focus INSGEN.SA.DPMF

Direct Response Sales Telemarketing Inbound INSGEN.SA.DRTI

Telemarketing Outbound INSGEN.SA.DRTO

Multi-Focus INSGEN.SA.DRMF

Direct Retail & Branch Sales Property & Casualty INSGEN.SA.DBPC

Multi-Focus INSGEN.SA.DBMF

McLagan B.9



Function Area Focus


Sales continued Group Sales Property & Casualty INSGEN.SA.GSPC

Multi-Focus INSGEN.SA.GSMF

Group Sales Administration RFP Response INSGEN.SA.GARF

Group Sales Support INSGEN.SA.GAGR

Group Sponsor Administration INSGEN.SA.GAGA

Head of Captive Agency Management Property & Casualty INSGEN.SA.HAPC

Multi-Focus INSGEN.SA.HAMF

Head of Direct Response Sales Property & Casualty INSGEN.SA.HFPC

Workers’ Compensation INSGEN.SA.HFWC

Multi-Focus INSGEN.SA.HFMF

Head of Direct Retail & Branch Sales Property & Casualty INSGEN.SA.HGPC

Multi-Focus INSGEN.SA.HGMF

Head of Group Sales Property & Casualty INSGEN.SA.HIPC

Multi-Focus INSGEN.SA.HIMF

Head of Insurance Corporate Sales Property & Casualty INSGEN.SA.ICPC

Multi-Focus INSGEN.SA.ICMF

Insurance Corporate Sales Property & Casualty INSGEN.SA.IOPC

Multi-Focus INSGEN.SA.IOMF

Sales Planning Administration Licensing & Registration INSGEN.SA.SLLR

Sales Planning INSGEN.SA.SLSP

Sales Support Multi-Focus INSGEN.SA.SSMF


Head of Intermediary Key Account Management

Multi-Focus INSGEN.RM.HKMF

Property & Casualty INSGEN.RM.HKPC

Group Sponsor Relationship Management

Multi-Focus INSGEN.RM.GSMF

Intermediary Key Account Management

Commercial Lines INSGEN.RM.IKCL

Personal Lines INSGEN.RM.IKPL

Property & Casualty INSGEN.RM.IKPC

Workers’ Compensation INSGEN.RM.IKWC

Multi-Focus INSGEN.RM.IKMF

Actuarial Services Chief Actuary Property & Casualty INSGEN.AS.CAPC

Multi-Focus INSGEN.AS.CAMF

Fellow Capital INSGEN.AS.FECA

Commercial Lines INSGEN.AS.FECL

Personal Lines INSGEN.AS.FEPL

Pricing - Commercial Lines INSGEN.AS.FEPC

Pricing - Multi-Focus INSGEN.AS.FEPM

Pricing - Personal Lines INSGEN.AS.FEPP

Pricing - Property & Casualty INSGEN.AS.FEPY




Function Area Focus


Actuarial Services continued

Fellow Pricing - Workers’ Compensation INSGEN.AS.FEPW

Property & Casualty INSGEN.AS.FEPR

Reserving - Commercial Lines INSGEN.AS.FERC

Reserving - Multi-Focus INSGEN.AS.FERM

Reserving - Personal Lines INSGEN.AS.FERP

Reserving - Property & Casualty INSGEN.AS.FERX

Reserving - Workers’ Compensation INSGEN.AS.FERW

Workers’ Compensation INSGEN.AS.FEWC

Multi-Focus INSGEN.AS.FEMF

Fellow Track Commercial Lines INSGEN.AS.FTCL

Personal Lines INSGEN.AS.FTPL

Property & Casualty INSGEN.AS.FTPC

Workers’ Compensation INSGEN.AS.FTWC

Multi-Focus INSGEN.AS.FTMF

Career Actuarial Associate Commercial Lines INSGEN.AS.AACL

Personal Lines INSGEN.AS.AAPL

Property & Casualty INSGEN.AS.AAPC

Workers’ Compensation INSGEN.AS.AAWC

Multi-Focus INSGEN.AS.AAMF

Student Property & Casualty INSGEN.AS.STPC

Multi-Focus INSGEN.AS.STMF

Actuarial Support Property & Casualty INSGEN.AS.ASPC

Multi-Focus INSGEN.AS.ASMF

Multi-Area Only match to this role in Europe and Asia surveys.

INSGEN.AS.MAMF


Head of Product Management & Development

Commercial Lines INSGEN.PR.HPCL

Personal Lines INSGEN.PR.HPPL

Property & Casualty INSGEN.PR.HPPC

Workers’ Compensation INSGEN.PR.HPWC

Multi-Focus INSGEN.PR.HPMF

Product Development Commercial Lines INSGEN.PR.PDCL

Personal Lines INSGEN.PR.PDPL

Property & Casualty INSGEN.PR.PDPC

Workers’ Compensation INSGEN.PR.PDWC

Multi-Focus INSGEN.PR.PDMF

Product Management Commercial Lines INSGEN.PR.PMCL

Personal Lines INSGEN.PR.PMPL

Property & Casualty INSGEN.PR.PMPC

Workers’ Compensation INSGEN.PR.PMWC

Multi-Focus INSGEN.PR.PMMF

McLagan B.11



Function Area Focus


Analytics, Modeling, & Reporting

Insurance Pricing Multi-Focus INSGEN.AB.IPMF

Predictive Analytics Multi-Focus INSGEN.AB.PAMF

Predictive Modeling Multi-Focus INSGEN.AB.PMMF

Multi-Area Multi-Focus INSGEN.AB.MAMF

Insurance Underwriting Chief Underwriting Officer Property & Casualty INSGEN.IU.CUPC

Multi-Focus INSGEN.IU.CUMF

Regional / Divisional Head of Underwriting

Commercial Lines INSGEN.IU.RDCL

Personal Lines INSGEN.IU.RDPL

Property & Casualty INSGEN.IU.RDPC

Workers’ Compensation INSGEN.IU.RDWC

Multi-Focus INSGEN.IU.RDMF

Desk Underwriting Commercial Lines INSGEN.IU.DECL

Personal Lines INSGEN.IU.DEPL

Property & Casualty INSGEN.IU.DEPC

Workers’ Compensation INSGEN.IU.DEWC

Doctor / Medical Underwriting Medical INSGEN.IU.DRME

Field Underwriting Commercial Lines INSGEN.IU.FUCL

Personal Lines INSGEN.IU.FUPL

Property & Casualty INSGEN.IU.FUPC

Workers’ Compensation INSGEN.IU.FUWC

Insurance Loss Control Commercial Lines INSGEN.IU.ILCL

Personal Lines INSGEN.IU.ILPL

Property & Casualty INSGEN.IU.ILPC

Workers’ Compensation INSGEN.IU.ILWC

Premium Audit Commercial Lines INSGEN.IU.PACL

Property & Casualty INSGEN.IU.PAPC

Workers’ Compensation INSGEN.IU.PAWC

Underwriting Support Commercial Lines INSGEN.IU.USCL

Personal Lines INSGEN.IU.USPL

Property & Casualty INSGEN.IU.USPC

Workers’ Compensation INSGEN.IU.USWC

Multi-Focus INSGEN.IU.USMF

Insurance Underwriting – Multi-Area Commercial Lines INSGEN.IU.UMCL

Personal Lines INSGEN.IU.UMPL

Multi-Focus INSGEN.IU.UMMF

Liability Risk Consulting Risk Consulting Property & Casualty INSGEN.LR.RCPC

Ceded Reinsurance Multi-Area Property & Casualty INSGEN.CX.MAPC

Multi-Focus INSGEN.CX.MAMF




Function Area Focus



Call Center - Inbound Multi-Focus INSGEN.CR.CCMF

Complaints & Escalation Multi-Focus INSGEN.CR.CEMF

Customer Service Multi-Focus INSGEN.CR.CSMF

Policy Administration Multi-Focus INSGEN.CR.PAMF

Service Quality Control Multi-Focus INSGEN.CR.SQMF

Claims Chief Claims Officer Multi-Focus INSGEN.CL.CIMF

Head of Claims Legal Property & Casualty INSGEN.CL.HLPC

Regional / Divisional Head of Claims Commercial Lines INSGEN.CL.RHCL

Personal Lines INSGEN.CL.RHPL

Property & Casualty INSGEN.CL.RHPC

Workers’ Compensation INSGEN.CL.RHWC

Regional / Divisional Head of Claims Legal

Commercial Lines INSGEN.CL.RLCL

Personal Lines INSGEN.CL.RLPL

Property & Casualty INSGEN.CL.RLPC

Workers’ Compensation INSGEN.CL.RLWC

Adjusting Desk - Commercial Lines INSGEN.CL.ADDC

Desk - Personal Lines INSGEN.CL.ADDP

Desk - Property & Casualty INSGEN.CL.ADDX

Desk - Workers’ Compensation INSGEN.CL.ADDW

Fast Track - Commercial Lines INSGEN.CL.ADFC

Fast Track - Personal Lines INSGEN.CL.ADFP

Fast Track - Property & Casualty INSGEN.CL.ADFX

Fast Track - Workers’ Compensation INSGEN.CL.ADFW

Field - Commercial Lines INSGEN.CL.ADGC

Field - Personal Lines INSGEN.CL.ADGP

Field - Property & Casualty INSGEN.CL.ADGX

Field - Workers’ Compensation INSGEN.CL.ADGW

Multi-Role - Commercial Lines INSGEN.CL.ADMC

Multi-Role - Personal Lines INSGEN.CL.ADMP

Multi-Role - Property & Casualty INSGEN.CL.ADMX

Multi-Role - Workers’ Compensation INSGEN.CL.ADMW

Appraising Desk - Commercial Lines INSGEN.CL.APDC

Desk - Personal Lines INSGEN.CL.APDP

Desk - Property & Casualty INSGEN.CL.APDX

Desk - Workers’ Compensation INSGEN.CL.APDW

Field - Commercial Lines INSGEN.CL.APGC

Field - Personal Lines INSGEN.CL.APGP

Field - Property & Casualty INSGEN.CL.APGX

Field - Workers’ Compensation INSGEN.CL.APGW

Claims Analysis Property & Casualty INSGEN.CL.CYPC

McLagan B.13



Function Area Focus


Claims continued Claims Attorney Commercial Lines INSGEN.CL.CTCL

Personal Lines INSGEN.CL.CTPL

Property & Casualty INSGEN.CL.CTPC

Workers’ Compensation INSGEN.CL.CTWC

Insurance Fraud Management Property & Casualty INSGEN.CL.IFPC

Legal Bill Review Property & Casualty INSGEN.CL.LBPC

Legal Secretary Property & Casualty INSGEN.CL.LSPC

Litigation Commercial Lines INSGEN.CL.LICL

Personal Lines INSGEN.CL.LIPL

Property & Casualty INSGEN.CL.LIPC

Workers’ Compensation INSGEN.CL.LIWC

Managed Care / Case Management Property & Casualty INSGEN.CL.MCPC

Medical Bill Review Property & Casualty INSGEN.CL.MBPC

Multi-Focus INSGEN.CL.MBMF

Paralegal Property & Casualty INSGEN.CL.PLPC

Salvage Commercial Lines INSGEN.CL.SACL

Personal Lines INSGEN.CL.SAPL

Property & Casualty INSGEN.CL.SAPC

Subrogation Commercial Lines INSGEN.CL.SUCL

Personal Lines INSGEN.CL.SUPL

Property & Casualty INSGEN.CL.SUPC

Workers’ Compensation INSGEN.CL.SUWC

Subrogation Attorney Commercial Lines INSGEN.CL.SYCL

Personal Lines INSGEN.CL.SYPL

Property & Casualty INSGEN.CL.SYPC

Workers’ Compensation INSGEN.CL.SYWC

Vendor Management Property & Casualty INSGEN.CL.VMPC

Claims – Multi-Area Commercial Lines INSGEN.CL.LMCL

Personal Lines INSGEN.CL.LMPL

Multi-Focus INSGEN.CL.LMMF

Claims Support Commercial Lines INSGEN.CL.CUCL

Personal Lines INSGEN.CL.CUPL

Property & Casualty INSGEN.CL.CUPC

Workers’ Compensation INSGEN.CL.CUWC

Multi-Focus INSGEN.CL.CUMF




Function Area Focus


Insurance Operations Property & Casualty / General Insurance Operations

Central Operations INSGEN.IO.PCCO

Insurance Quality Assurance - Multi-Focus

INSGEN.IO.PCQA

Insurance Quality Assurance - Property & Casualty

INSGEN.IO.PCQP

Insurance Training - Multi-Focus INSGEN.IO.PCIM

Insurance Training - Property & Casualty

INSGEN.IO.PCIP

Project Management - Multi-Focus INSGEN.IO.PCPF

Project Management - Property & Casualty

INSGEN.IO.PCPM

Wording Specialist INSGEN.IO.PCWS

Finance Chief Financial Officer Multi-Focus INSGEN.FI.CFMF

Controller Multi-Focus INSGEN.FI.CNMF

Accounting Financial Planning & Analysis INSGEN.FI.ACFP

Multi-Focus INSGEN.FI.ACMF

Business Aligned Finance Product & Risk Control INSGEN.FI.BAPR

Corporate Tax Head of Corporate Tax INSGEN.FI.CTHC

Multi-Focus INSGEN.FI.CTMF

Payment Processing Multi-Focus INSGEN.FI.PPMF

Treasury / Investment Office

Treasurer Multi-Focus INSGEN.TI.TRMF

Investment Office Investment Office Portfolio Management

INSGEN.TI.INIO

Multi-Area Multi-Focus INSGEN.TI.MAMF

Human Resources Chief Human Resources Officer Multi-Focus INSGEN.HR.CHMF

Analytics, Modeling, & Reporting Multi-Focus INSGEN.HR.ARMF

Business Aligned HR Multi-Focus INSGEN.HR.BAMF

Diversity & Inclusion Head of Diversity & Inclusion INSGEN.HR.DIHD

Multi-Focus INSGEN.HR.DIMF

Human Resources Operations Payroll INSGEN.HR.OPPA

Learning & Development Multi-Focus INSGEN.HR.LDMF

Reward Multi-Focus INSGEN.HR.REMF

Talent Acquisition Multi-Focus INSGEN.HR.TAMF

Internal Audit Head of Internal Audit Multi-Focus INSGEN.IA.HIMF

Business & Operational Audit Multi-Focus INSGEN.IA.BOMF

Legal Chief Legal Officer Multi-Focus INSGEN.LG.LNMF

Attorney Multi-Focus INSGEN.LG.ATMF

Paralegal Multi-Focus INSGEN.LG.PLMF


Chief Compliance Officer Multi-Focus INSGEN.CP.CCMF

Compliance Multi-Focus INSGEN.CP.COMF

McLagan B.15



Function Area Focus


Communications Head of Communications Multi-Focus INSGEN.CM.HCMF

External Communications Multi-Focus INSGEN.CM.EXMF

Media Relations INSGEN.CM.EXMR

Multi-Area Multi-Focus INSGEN.CM.MAMF

Marketing Chief Marketing Officer Multi-Focus INSGEN.MK.CMMF

Corporate Marketing Multi-Focus INSGEN.MK.COMF

Product Marketing Digital Marketing INSGEN.MK.PMDI

Technology Chief Technology Officer Multi-Focus INSGEN.TE.CTMF

Application Development & Support Multi-Focus INSGEN.TE.ADMF

Architecture Multi-Focus INSGEN.TE.ARMF

Data Analytics & Management Business Intelligence INSGEN.TE.DABI

Multi-Focus INSGEN.TE.DAMF

Engineering / Systems Administration Multi-Focus INSGEN.TE.ENMF

Help Desk & Desktop Support Multi-Focus INSGEN.TE.HDMF

IT Security Multi-Focus INSGEN.TE.ISMF

Program Office Business Systems Analysis INSGEN.TE.POBS

Project Management INSGEN.TE.POPM

Technology Infrastructure Data Center & Computer Operations INSGEN.TE.TIDC

Multi-Focus INSGEN.TE.TIMF

Technology Planning & Strategy Multi-Focus INSGEN.TE.TPMF

Multi-Area Multi-Focus INSGEN.TE.MAMF

Risk Management Chief Risk Officer Multi-Focus INSGEN.RK.CRMF

Analytics, Modeling, & Reporting Multi-Focus INSGEN.RK.ARMF

Market Risk Management Multi-Focus INSGEN.RK.MRMF

Operational Risk Management Multi-Focus INSGEN.RK.ORMF

Multi-Area Multi-Focus INSGEN.RK.MAMF

Corporate & Business Administration

Administrative Support Administrative Assistant INSGEN.CB.ASAA

CEO / Top Executive Assistant INSGEN.CB.ASCE

Receptionist INSGEN.CB.ASRE

Multi-Focus INSGEN.CB.ASMF

Ancillary Support Catering Services INSGEN.CB.ANCS

Facilities Management INSGEN.CB.ANFM

Mail Distribution INSGEN.CB.ANMD

Multi-Focus INSGEN.CB.ANMF

Project Management Business Project Management (non IT) INSGEN.CB.PMBP

Sourcing / Procurement Multi-Focus INSGEN.CB.SPMF




Function Area FocusDefinitions

Job Attribute Definition Job Code

Leadership

The Leadership function is responsible for setting and executing the organization’s overall strategy across businesses, products, and infrastructure areas. The Leadership function is reserved for the firm’s most senior-level positions.

Chief Executive Officer

The Chief Executive Officer is responsible for the strategic direction of all businesses of the firm. Approves annual and long-range objectives, policies, and operating plans. Manages the firm in relationships with the Board of Directors. Does not serve as Chairman of the board.

Property & CasualtyThe Property & Casualty focus specializes in providing support to the Property and Casualty business overall, or to multiple Property and Casualty business units.

INSGEN.LE.AIPC

Multi-FocusThe Multi-Focus attribute is typically reserved for roles that either: (1) are fully described by their area or function description; or (2) span multiple disciplines, products, or focuses of expertise.

INSGEN.LE.AIMF

Chief Operating Officer

The Chief Operating Officer is responsible for providing direction, coordination, and control for the effective and profitable operation of the entire firm’s various businesses. Advises and counsels the Chief Executive Officer on planning the scope and direction of all firm operations, and recommends future plans and objectives.


INSGEN.LE.AWPC


INSGEN.LE.AWMF

Chief Administrative Officer

The Chief Administrative Officer is responsible for all, or most, of the organization’s administrative and support activities. Functions directed typically include operations, technology, legal, human resources, general services, public relations, and other support areas.


INSGEN.LE.ADPC


INSGEN.LE.ADMF

Chief Executive Officer - Business Unit

The Chief Executive Officer - Business Unit is responsible for the business unit’s annual and long-term business and financial results. Approves and is responsible for the execution of all strategic, financial, and operating plans and policies. The most senior management position within a major business unit.

Commercial LinesThe Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage.

INSGEN.LE.AJCL

McLagan B.17



Function Area FocusFunction Area FocusDefinitions


Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.LE.AJPL


INSGEN.LE.AJPC

Workers’ Compensation

The Workers’ Compensation focus specializes in providing wage replacement and medical benefits to employees injured in the course of work, in exchange for the employee waiving the right to sue their employer for negligence.

INSGEN.LE.AJWC

Multi-Focus INSGEN.LE.AJMF

Chief Operating Officer - Business Unit

The Chief Operating Officer - Business Unit is responsible for providing direction, coordination, and control for the effective and profitable operation of the business unit. Counsels the unit’s Chief Executive Officer on planning the scope and direction of all firm operations. Presents recommendations on future plans and objectives.


INSGEN.LE.AXCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.LE.AXPL


INSGEN.LE.AXPC



INSGEN.LE.AXWC

Multi-Focus INSGEN.LE.AXMF

Chief Administrative Officer - Business Unit

The Chief Administrative Officer - Business Unit is responsible for working closely with the business unit Chief Executive Officer and senior management on strategic business planning, policy development, and problem solving. Single-incumbent position responsible for administrative, financial, and support activities of the business unit.


INSGEN.LE.AECL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.LE.AEPL







INSGEN.LE.AEPC



INSGEN.LE.AEWC

Multi-Focus INSGEN.LE.AEMF

Chief Investment Officer

The Chief Investment Officer is responsible for the results of the organization’s Investment Management business. Responsibilities include setting investment policy, and directing all Portfolio Management, Research, Trading, Investment Strategy, and Risk Management functions.

Multi-Focus INSGEN.LE.AQMF

Head of Operations & Technology

The Head of Operations & Technology is responsible for firm’s Operations, and Information Systems and Technology functions. Develops, recommends, and administers company policies and programs, and operating and strategic plans. Directs heads of Operations and Information Technology in program implementation, manages staff, and more.

Multi-Focus INSGEN.LE.FBMF

Chief Strategy Officer

The Chief Strategy Officer is responsible for the development and management of corporate-wide strategic initiatives. Has a vast knowledge of the business and market, and is a key advisor to the Chief Executive Officer or other senior executives on strategic priorities.

Multi-Focus INSGEN.LE.BDMF

Head of Insurance Operations

The Head of Insurance Operations is responsible for the firm’s insurance operations. Develops budgets and business plans. In conjunction with management, develops, implements, and administers operations policies and programs. Those also responsible for overall infrastructure should be matched to Chief Operating Officer.

Multi-Focus INSGEN.LE.EFMF

Regional / Divisional Head of Insurance Operations

The Regional / Divisional Head of Insurance Operations is responsible for the firm’s insurance operations within a particular region or division within the firm. Develops budgets and business plans for the Operations department. Develops, implements, and administers policies and programs affecting the operations with management.

Multi-Focus INSGEN.LE.GNMF

McLagan B.19






The Strategic Planning & Development function is responsible for developing strategies for new business or sales channels and markets relating to the firm’s distribution activities.


The Strategic Planning & Development area is responsible for developing strategies for new insurance business, sales channels, and/or markets relating to the firm’s sales activities. Ability to coordinate internal and external parties, quantitative and analytic skills, and project management skills are required.

Multi-Focus INSGEN.SD.SPMF

Sales

The Sales function is responsible for new business and revenue generation, supporting customers in finding products, solutions, and services that best meet their needs. Sets the direction and policies for sales activities, and manages the execution of these plans.

Head of Sales & Marketing

The Head of Sales & Marketing is responsible for overseeing the business’ sales and marketing activities across all business lines and client segments. Manages staff, defines strategy, and assists and leads in sales and relationship management activities with the largest, and/or most important prospects and accounts.


INSGEN.SA.FSPC


INSGEN.SA.FSMF

Head of Sales

The Head of Sales is responsible for the overall leadership of sales and business development activities, including planning and implementation, marketing, and product development programs targeted for existing and new markets. Also fosters firm relationships with industry organizations, clients, and outside parties.


INSGEN.SA.HWPC


INSGEN.SA.HWMF

Regional / Divisional Head of Sales & Marketing

The Regional / Divisional Head of Sales & Marketing is responsible for working closely with other senior heads, representing the firm in dealings, as well as the strategy, development, and implementation of business initiatives. Match only if responsible for both sales and marketing.


INSGEN.SA.GOCL






Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.SA.GOPL


INSGEN.SA.GOPC



INSGEN.SA.GOWC

Multi-Focus INSGEN.SA.GOMF

Regional / Divisional Head of Sales

The Regional / Divisional Head of Sales is responsible for working closely with other senior heads, and representing the firm in dealings with clients and external bodies. Oversees strategy, development, and implementation of business initiatives. The most senior management role in the Sales function within a region or division.


INSGEN.SA.RDCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.SA.RDPL


INSGEN.SA.RDPC



INSGEN.SA.RDWC

Multi-Focus INSGEN.SA.RDMF

Head of Intermediary

The Head of Intermediary is responsible for leading the Intermediary business’ sales activities. Manages independent agents directly and/or through regional sales managers. Helps develop and implement strategy, assign and manage territories, and contribute to product development with senior management.


INSGEN.SA.HNPC


INSGEN.SA.HNMF

McLagan B.21





IntermediaryThe Intermediary area is responsible for the selling the firm’s products and services through non-affiliated or third-party intermediaries who, in turn, sell these products to individuals.

External Independent Agent Management - Commercial Lines

The External Independent Agent Management - Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely field-based.

INSGEN.SA.ITEC

External Independent Agent Management - Multi-Focus

The External Independent Agent Management - Multi-Focus specializes in primarily selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely field-based.

INSGEN.SA.ITEM

External Independent Agent Management - Personal Lines

The External Independent Agent Management - Personal Lines focus specializes in primarily selling and/or supporting the sale of personal lines insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely field-based.

INSGEN.SA.ITEP

External Independent Agent Management - Property & Casualty

The External Independent Agent Management - Property & Casualty focus specializes in primarily selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely field-based.

INSGEN.SA.ITEX

External Independent Agent Management - Workers’ Compensation

The External Independent Agent Management - Workers’ Compensation focus specializes in primarily selling and/or supporting the sale of workers’ compensation insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely field-based.

INSGEN.SA.ITEQ

Internal Independent Agent Management - Commercial Lines

The Internal Independent Agent Management - Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely home-based.

INSGEN.SA.ITIC

Internal Independent Agent Management - Multi-Focus

The Internal Independent Agent Management - Multi-Focus specializes in primarily selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely home-based.

INSGEN.SA.ITIM

Internal Independent Agent Management - Personal Lines

The Internal Independent Agent Management - Personal Lines focus specializes in primarily selling and/or supporting the sale of personal lines insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely home-based.

INSGEN.SA.ITIP

Internal Independent Agent Management - Property & Casualty

The Internal Independent Agent Management - Property & Casualty focus specializes in primarily selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely home-based.

INSGEN.SA.ITIX

Internal Independent Agent Management - Workers’ Compensation

The Internal Independent Agent Management - Workers’ Compensation focus specializes in primarily selling and/or supporting the sale of workers’ compensation insurance coverage. Maintains relationships with individual producers at independent agents/brokers. Largely home-based.

INSGEN.SA.ITIW






Multi-Focus Only to be matched to Europe and Asia. INSGEN.SA.ITMF

Support - Commercial Lines

The Support - Commercial Lines focus specializes in providing sales assistance to agents and brokers supporting the Commercial Lines, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.ITSC

Support - Multi-Focus

The Support - Multi-Focus specializes in providing sales assistance to agents and brokers, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.ITSM

Support - Personal Lines

The Support - Personal Lines focus specializes in providing sales assistance to agents and brokers supporting the Personal Lines business, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.ITSP

Support - Property & Casualty

The Support – Property & Casualty focus specializes in providing sales assistance to agents and brokers supporting the Property and Casualty business, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.ITSX

Support - Workers’ Compensation

The Support - Workers’ Compensation focus specializes in providing sales assistance to agents and brokers supporting the Workers’ Compensation business, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.ITSW

Agency ManagementThe Agency Management area is responsible for providing general management to all activities related to overall agency operation, including agency administration, training, development, support, etc.

Multi-Focus INSGEN.SA.AMMF

BancassuranceThe Bancassurance area is responsible for the generation of revenues by promoting insurance products and services to individual clients via various bancassurance channels (e.g., banks, securities, post offices, etc.).

Bancassurance SalesThe Bancassurance Sales focus specializes in developing sales promotions and providing product training to banks, securities companies, and post offices to drive sales with existing and prospective customers.

INSGEN.SA.BABA

Key Account Management

The Key Account Management focus specializes in managing relationships with major bancassurance channels. May also be responsible for the development of new bancassurance channels.

INSGEN.SA.BAKM

Support The Support focus specializes in responding to product inquiries from bancassurance channels (e.g., banks, securities, post offices, etc.). INSGEN.SA.BASU

Multi-Focus INSGEN.SA.BAMF

McLagan B.23





Captive Agency Management

The Captive Agency Management area is responsible for directing the captive agency sales effort. Develops and manages the execution of the business plans and objectives, and establishes annual and long-term operating policies. Captive agency managers contribute to new product development and lead marketing initiatives.


INSGEN.SA.CAPC


INSGEN.SA.CAMF

Captive Agency SalesThe Captive Agency Sales area is responsible for promoting and/or supporting the sale of insurance products through individual captive agency producers.

External Captive Agent Sales - Commercial Lines

The External Captive Agent Sales - Commercial Lines focus specializes in selling and/or supporting the sale of commercial property and casualty insurance coverage. Maintains relationships with captive or exclusive agency producers. Largely field-based.

INSGEN.SA.CBEC

External Captive Agent Sales - Multi-Focus

The External Captive Agent Sales - Multi-Focus specializes in selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with captive or exclusive agency producers. Largely field-based.

INSGEN.SA.CBEM

External Captive Agent Sales - Personal Lines

The External Captive Agent Sales - Personal Lines focus specializes in selling and/or supporting the sale of personal lines insurance coverage. Maintains relationships with captive or exclusive agency producers. Largely field-based.

INSGEN.SA.CBEP

External Captive Agent Sales - Property & Casualty

The External Captive Agent Sales - Property & Casualty Lines focus specializes in selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with captive or exclusive agency producers. Largely field-based.

INSGEN.SA.CBEX

External Captive Agent Sales - Workers’ Compensation

The External Captive Agent Sales - Workers’ Compensation focus specializes in selling and/or supporting the sale of workers’ compensation insurance coverage. Maintains relationships with captive or exclusive agency producers. Largely field-based.

INSGEN.SA.CBEW

Internal Captive Agent Sales - Commercial Lines

The Internal Captive Agent Sales - Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. Maintains relationships with individual captive agent producers. Home-based.

INSGEN.SA.CBIC

Internal Captive Agent Sales - Multi-Focus

The Internal Captive Agent Sales - Multi-Focus specializes in primarily selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with individual captive agent producers. Home-based.

INSGEN.SA.CBIM






Internal Captive Agent Sales - Personal Lines

The Internal Captive Agent Sales - Personal Lines focus specializes in primarily selling and/or supporting the sale of personal lines insurance coverage. Maintains relationships with individual captive agent producers. Home-based.

INSGEN.SA.CBIP

Internal Captive Agent Sales - Property & Casualty

The Internal Captive Agent Sales - Property & Casualty focus specializes in primarily selling and/or supporting the sale of property and casualty insurance coverage. Maintains relationships with individual captive agent producers. Home-based.

INSGEN.SA.CBIX

Internal Captive Agent Sales - Workers’ Compensation

The Internal Captive Agent Sales - Workers’ Compensation focus specializes in primarily selling and/or supporting the sale of workers’ compensation insurance coverage. Maintains relationships with individual captive agent producers. Home-based.

INSGEN.SA.CBIW

Multi-Focus Only to be matched to Europe and Asia. INSGEN.SA.CBMF

Support - Commercial Lines

The Support - Commercial Lines focus specializes in providing sales assistance to agents and brokers supporting the Commercial Lines, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.CBSC

Support - Multi-Focus

The Support - Multi-Focus specializes in providing sales assistance to agents and brokers, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.CBSM

Support - Personal Lines

The Support - Personal Lines focus specializes in providing sales assistance to agents and brokers supporting the Personal Lines business, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.CBSP

Support - Property & Casualty

The Support – Property & Casualty focus specializes in providing sales assistance to agents and brokers supporting the Property and Casualty business, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.CBSX

Support - Workers’ Compensation

The Support - Workers’ Compensation focus specializes in providing sales assistance to agents and brokers supporting the Workers’ Compensation business, including providing sales materials and answering product questions. Only match if dedicated to sales and not responsible for other tasks (e.g., customer service, underwriting, or claims).

INSGEN.SA.CBSW

Direct Professional Sales

The Direct Professional Sales area is responsible for promoting insurance products and services to clients. This position operates largely in the field. Sales representatives may be aligned to individual products or regions.


INSGEN.SA.DPPC

McLagan B.25







INSGEN.SA.DPWC

Multi-Focus INSGEN.SA.DPMF

Direct Response SalesThe Direct Response Sales area is responsible for promoting insurance products directly to individual clients. This position sits in a call center, and handles inbound and/or outbound calls.

Telemarketing Inbound

The Telemarketing Inbound focus specializes in handling inbound calls from potential customers, analyzing long-term insurance needs of individual clients, and providing optimal solutions in order to drive sales.

INSGEN.SA.DRTI

Telemarketing Outbound

The Telemarketing Outbound focus specializes in making outbound calls to potential customers, analyzing long-term insurance needs of individual clients, and providing optimal solutions in order to drive sales.

INSGEN.SA.DRTO

Multi-Focus INSGEN.SA.DRMF

Direct Retail & Branch Sales

The Direct Retail & Branch Sales area is responsible for promoting and selling insurance products directly to individual clients. This position sits in branch offices that the customer can visit directly.


INSGEN.SA.DBPC

Multi-Focus INSGEN.SA.DBMF

Group SalesThe Group Sales area is responsible for promoting and supporting group insurance plans to employer and affinity group sponsors. Develops and maintains relationships with benefits consultants and brokers.


INSGEN.SA.GSPC


INSGEN.SA.GSMF

Group Sales Administration

The Group Sales Administration area is responsible for supporting the sale of group products.

RFP Response

The RFP Response focus specializes in coordinating and/or executing the organization’s response to requests for proposals (RFPs) for group insurance plan services. Employees may also coordinate and execute responses to benefits consultant questionnaires.

INSGEN.SA.GARF






Group Sales Support The Group Sales Support focus specializes in responding to sales-related inquiries from prospects, group sales representatives, and/or brokers. INSGEN.SA.GAGR

Group Sponsor Administration

The Group Sponsor Administration focus specializes in day-to-day client service and administrative support to group plan sponsors, responding to requests for information, resolving administrative or service problems, ensuring all transactions are processe

INSGEN.SA.GAGA

Head of Captive Agency Management

The Head of Captive Agency Management is responsible for overseeing all Captive Agency office sales activities. Develops and manages the execution of business plans and objectives, establishes annual and long-term operating policies, leads market initiatives, and represents the firm with outside parties.


INSGEN.SA.HAPC


INSGEN.SA.HAMF

Head of Direct Response Sales

The Head of Direct Response Sales is responsible for leading the direct response sales effort. Manages all direct response sales representatives through managers and/or team supervisors. Helps develop and implement the sales strategy, assign and manage team coverage, and contribute to new product development with senior management.


INSGEN.SA.HFPC



INSGEN.SA.HFWC

Multi-Focus INSGEN.SA.HFMF

Head of Direct Retail & Branch Sales

The Head of Direct Retail & Branch Sales is responsible for leading the direct retail and branch sales effort. Manages all retail branch sales representatives through managers and/or team supervisors. Develops and implements the sales strategy, assigns and manages team coverage, and contributes to product development with senior management.


INSGEN.SA.HGPC


INSGEN.SA.HGMF

McLagan B.27





Head of Group SalesThe Head of Group Sales is responsible for managing the salesforce, developing and implementing the sales strategy, assigning territories, and contributing to new product development.


INSGEN.SA.HIPC


INSGEN.SA.HIMF

Head of Insurance Corporate Sales

The Head of Insurance Corporate Sales is responsible for leading the sales of risk management solutions and insurance products to corporate clients. Manages all sales representatives directly and/or indirectly. Helps develop and implement sales strategy, assign and manage territories, and contribute to product development.


INSGEN.SA.ICPC


INSGEN.SA.ICMF

Insurance Corporate Sales

The Insurance Corporate Sales area is responsible for the Sales and Marketing of Risk Management solutions and Insurance products to Corporate Clients directly, or through Insurance Brokers and Agents. Match positions that market Group Insurance products to Corporations to the Group Sales function.


INSGEN.SA.IOPC


INSGEN.SA.IOMF

Sales Planning Administration

The Sales Planning Administration area is responsible for providing administrative support to the Sales department.

Licensing & Registration

The Licensing & Registration focus specializes in ensuring staff and agents are properly registered with the relevant regulatory agencies. INSGEN.SA.SLLR

Sales PlanningThe Sales Planning focus specializes in working closely with sales management to budget annual and long-term business and sales plans to drive revenue for the business.

INSGEN.SA.SLSP






Sales Support

The Sales Support area is responsible for administrative and sales support of one or more sales people. Activities include processing and confirming customer transactions, while maintaining accounts, research lists, and compiling statistical information.

Multi-Focus INSGEN.SA.SSMF


The Relationship Management function is responsible for strengthening the firm’s relationships with existing accounts, and driving continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients.

Head of Intermediary Key Account Management

The Head of Intermediary Key Account Management area is responsible for promoting insurance products and services, and maintaining relationships with front office leaders at independent agencies/brokers. Responsibilities include working closely with agencies/brokers to develop annual business/sales plans, providing direction and support to enable partner firms to meet operating objectives and serving as a relationship manager with front office management and/or “gatekeepers” at independent third party organizations.


INSGEN.RM.HKMF


INSGEN.RM.HKPC

Group Sponsor Relationship Management

The Group Sponsor Relationship Management area is responsible for managing relationships with existing clients, and developing and executing proactive, creative, and ongoing contact initiatives to ensure service needs are met. Relationship managers have a long-term, strategic focus, and accountability for retention and expansion.

Multi-Focus INSGEN.RM.GSMF

Intermediary Key Account Management

The Intermediary Key Account Management area is responsible for coordinating all marketing, sales, and support services for assigned accounts, and client presentation and briefing preparation for senior management. Anticipates and resolves problems, understands assigned accounts’ requirements, and develops programs to meet these requirements.


INSGEN.RM.IKCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.RM.IKPL

McLagan B.29






INSGEN.RM.IKPC



INSGEN.RM.IKWC

Multi-Focus INSGEN.RM.IKMF

Actuarial Services

The Actuarial Services function is responsible for building, supporting, and maintaining models for reporting purposes across a broad range of activities, such as pricing, modeling, and forecasting, in addition to calculating and managing risk.

Chief Actuary

The Chief Actuary is responsible for overseeing the entire Actuarial function and its profitability. Responsible for managing staff, establishing policies and procedures and ensuring activities are performed to standard. Chief Actuaries are fully accredited actuaries.


INSGEN.AS.CAPC


INSGEN.AS.CAMF

Fellow

The Fellow area is responsible for building, supporting, and maintaining models for actuarial reporting and management purposes, across a broad range of activities (e.g., pricing, modeling, forecasting, planning, profitability, etc.). Fellow Actuaries have obtained the highest actuarial designation in their field.

Capital The Capital focus is responsible for advising and assesing the performance and profitability of key business lines. INSGEN.AS.FECA


INSGEN.AS.FECL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.AS.FEPL

Pricing - Commercial Lines

The Pricing - Commercial Lines focus specializes in building, supporting, and maintaining models for actuarial pricing of commercial lines products. Contributes to the design and development of a range of pricing products. Responsible for monitoring performance, competitor analysis, and pricing analysis.

INSGEN.AS.FEPC






Pricing - Multi-Focus

The Pricing - Multi-Focus specializes in building, supporting, and maintaining models for actuarial pricing of commercial lines products. Contributes to the design and development of a range of pricing products. Responsible for monitoring performance, competitor analysis, and pricing analysis.

INSGEN.AS.FEPM

Pricing - Personal Lines

The Pricing - Personal Lines focus specializes in building, supporting, and maintaining models for actuarial pricing of personal lines products. Contributes to the design and development of a range of pricing products. Responsible for monitoring performance, competitor analysis, and pricing analysis.

INSGEN.AS.FEPP

Pricing - Property & Casualty

The Pricing - Property & Casualty focus specializes in building, supporting, and maintaining models for actuarial pricing of property and casualty products. Contributes to the design and development of a range of pricing products. Responsible for monitoring performance, competitor analysis, and pricing analysis.

INSGEN.AS.FEPY

Pricing - Workers’ Compensation

The Pricing - Worker’s Compensation focus specializes in building, supporting, and maintaining models for actuarial pricing of worker’s compensation products. Contributes to the design and development of a range of pricing products. Responsible for monitoring performance, competitor analysis, and pricing analysis.

INSGEN.AS.FEPW


INSGEN.AS.FEPR

Reserving - Commercial Lines

The Reserving - Commercial Lines focus specializes in developing reserving processes for commercial lines of products. Performs reviews of premium, loss, and expense reserves. Enhances and maximizes the profitability of the business account by making recommendations and advising on reserving levels.

INSGEN.AS.FERC

Reserving - Multi-Focus

The Reserving - Multi-Focus specializes in developing reserving processes for of products. Performs reviews of premium, loss, and expense reserves. Enhances and maximizes the profitability of the business account by making recommendations and advising on reserving levels.

INSGEN.AS.FERM

Reserving - Personal Lines

The Reserving - Personal Lines focus specializes in developing reserving processes for personal lines of products. Performs reviews of premium, loss, and expense reserves. Enhances and maximizes the profitability of the business account by making recommendations and advising on reserving levels.

INSGEN.AS.FERP

Reserving - Property & Casualty

The Reserving - Property & Casualty focus specializes in developing reserving processes for property and casualty products. Performs reviews of premium, loss, and expense reserves. Enhances and maximizes the profitability of the business account by making recommendations and advising on reserving levels.

INSGEN.AS.FERX

McLagan B.31





Reserving - Workers’ Compensation

The Reserving - Workers’ Compensation focus specializes in developing reserving processes for workers’ compensation products. Performs reviews of premium, loss, and expense reserves. Enhances and maximizes the profitability of the business account by making recommendations and advising on reserving levels.

INSGEN.AS.FERW



INSGEN.AS.FEWC

Multi-Focus INSGEN.AS.FEMF

Fellow Track

The Fellow Track area is responsible for building, supporting, and maintaining models for actuarial reporting and management purposes, across a broad range of activities and levels of complexity. Fellow Track Actuaries have obtained the associate designation, and are working towards earning the fellow designation.


INSGEN.AS.FTCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.AS.FTPL


INSGEN.AS.FTPC



INSGEN.AS.FTWC

Multi-Focus INSGEN.AS.FTMF

Career Actuarial Associate

The Career Actuarial Associate area is responsible for building, supporting, and maintaining models for actuarial reporting and management purposes across a broad range of activities and levels of complexity. Career actuarial associates have obtained their associate designation and are no longer working towards a fellow designation.


INSGEN.AS.AACL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.AS.AAPL


INSGEN.AS.AAPC








INSGEN.AS.AAWC

Multi-Focus INSGEN.AS.AAMF

Student

The Student area is responsible for building, supporting and maintaining models for actuarial reporting and management purposes, across a broad range of activities and levels of complexity. Activities include pricing, modeling, forecasting and planning, and product profitability. Actively working to obtain an Associate designation.


INSGEN.AS.STPC


INSGEN.AS.STMF

Actuarial Support

The Actuarial Support area is responsible for providing administrative and technical support to actuaries. Responsibilities include preparing and analyzing statistical information, managing and conducting research, and updating and managing databases.


INSGEN.AS.ASPC


INSGEN.AS.ASMF

Multi-AreaThe Multi-Area attribute is typically reserved for roles that either: (1) are fully described by their function description; or (2) span multiple disciplines, products, or areas of expertise.

Multi-Focus Only to be matched to Europe and Asia. INSGEN.AS.MAMF


The Product Management / Development function is responsible for developing new products and/or solutions, ensuring the competitiveness of existing products. Strengthens the sales effort by working with Sales and Marketing to define competitive market requirements and identify opportunities. May model profit and loss, or risk control.

Head of Product Management & Development

The Head of Product Management & Development is responsible for overseeing the firm’s products. Oversees both the management of current products and the development of new products.


INSGEN.PR.HPCL

McLagan B.33





Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.PR.HPPL


INSGEN.PR.HPPC



INSGEN.PR.HPWC

Multi-Focus INSGEN.PR.HPMF

Product Development

The Product Development area is responsible for re-engineering current products to meet customer needs. Develops product solutions that create a synergy of cost-efficiency, functionality, and creativity, and meet the needs and wants of defined markets. Ultimately responsible for product life-cycle management.


INSGEN.PR.PDCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.PR.PDPL


INSGEN.PR.PDPC



INSGEN.PR.PDWC

Multi-Focus INSGEN.PR.PDMF

Product Management

The Product Management area is responsible for managing current products and ensuring they meet client needs. Reviews and develops new product lines, which involves coordination with regulatory clients and the Legal department, in addition to close involvement with the business line. Responsible for product life-cycle management.


INSGEN.PR.PMCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.PR.PMPL







INSGEN.PR.PMPC



INSGEN.PR.PMWC

Multi-Focus INSGEN.PR.PMMF


The Analytics, Modeling, & Reporting function is responsible for evaluating large, complex data sets and models, supporting business strategies with enhanced reporting systems to deliver timely, reliable information. This includes budgeting, forecasting, variance analysis, reporting, business reviews, presentations, and special projects.

Insurance Pricing

The Insurance Pricing area is responsible for designing, implementing, and maintaining pricing structure to assist business activities and decisions. Responsibilities include modeling and projecting forecasts related to the pricing of insurance products.

Multi-Focus INSGEN.AB.IPMF

Predictive Analytics The Predictive Analytics area is responsible for applying mathematical and statistical theories to support management and firm decision making.

Multi-Focus INSGEN.AB.PAMF

Predictive Modeling The Predictive Modeling area is responsible for developing quantitative and analytical models and applications in support of the firm’s operations.

Multi-Focus INSGEN.AB.PMMF


Multi-Focus INSGEN.AB.MAMF

McLagan B.35





Insurance Underwriting

The Insurance Underwriting function is responsible for analyzing risk in insurance proposals, determining acceptable policy terms, and calculating premiums on the basis of actuarial, statistical, and background information.

Chief Underwriting Officer

The Chief Underwriting Officer is responsible for overseeing the firm’s insurance underwriting operations. Develops policies and standards. In conjunction with overall firm and senior management, develops, implements, and administers policies and programs that affect the operations.


INSGEN.IU.CUPC


INSGEN.IU.CUMF

Regional / Divisional Head of Underwriting

The Regional / Divisional Head of Underwriting is responsible for overseeing the firm’s insurance underwriting operations within their region or division. Develops underwriting policies and standards, and, along with firm senior management, develops, implements, and administers policies and programs affecting the operations.


INSGEN.IU.RDCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.IU.RDPL


INSGEN.IU.RDPC



INSGEN.IU.RDWC

Multi-Focus INSGEN.IU.RDMF

Desk Underwriting

The Desk Underwriting area is responsible for evaluating the acceptability of risks associated with new and renewal customers, and determining the appropriate premium to maximize profitability. Desk underwriters do not physically visit accounts to evaluate the exposure, and rely on information provided by the agent and client.


INSGEN.IU.DECL






Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.IU.DEPL


INSGEN.IU.DEPC



INSGEN.IU.DEWC

Doctor / Medical Underwriting

The Doctor / Medical Underwriting area is responsible for medical underwriting to evaluate complicated and/or high-risk contracts.

Medical The Medical focus specializes in covering costs associated with doctors’ and specialists’ fees whilst a patient at a hospital. INSGEN.IU.DRME

Field Underwriting

The Field Underwriting area is responsible for evaluating the acceptability of risks associated with new and renewal customers, and determining the appropriate premium in order to maximize profitability of the product. Field underwriters physically visit accounts to evaluate the exposure.


INSGEN.IU.FUCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.IU.FUPL


INSGEN.IU.FUPC



INSGEN.IU.FUWC

Insurance Loss Control

The Insurance Loss Control area is responsible for inspecting new Applicants and existing Policyholders for hazards that may lead to loss, and provide recommendations to control discovered hazards. Does not have Underwriting authority, but may assist in the Underwriting process.


INSGEN.IU.ILCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.IU.ILPL

McLagan B.37






INSGEN.IU.ILPC



INSGEN.IU.ILWC

Premium Audit

The Premium Audit area is responsible for reviewing a policyholder’s records to ensure that an appropriate premium has been charged. Typically focused exclusively on workers’ compensation and commercial liability policies.


INSGEN.IU.PACL


INSGEN.IU.PAPC



INSGEN.IU.PAWC

Underwriting SupportThe Underwriting Support area is responsible for assisting Underwriters in evaluating the acceptability of risk. Searches for, compiles, prepares, and inputs data for analysis by Underwriters.


INSGEN.IU.USCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.IU.USPL


INSGEN.IU.USPC



INSGEN.IU.USWC

Multi-Focus INSGEN.IU.USMF






Insurance Underwriting – Multi-Area

The Insurance Underwriting Multi-Area attribute is reserved for generalist job content that spans multiple disciplines, products, or areas of expertise. This role is for Europe and Asia only.


INSGEN.IU.UMCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.IU.UMPL

Multi-Focus INSGEN.IU.UMMF

Liability Risk Consulting

The Liability Risk Consulting function is responsible for providing clients with risk management advice and value-added services. Works with clients to develop solutions to specific risk management objectives. Interactions with clients can involve developing safety policies, conducting site audits, and offering employee training.

Risk Consulting

The Risk Consulting area is responsible for providing clients with risk management advice and value-added services. Works with clients to develop solutions to specific risk management objectives. Interactions with clients involve developing safety policies, conducting site audits, and offering employee training.


INSGEN.LR.RCPC

Ceded Reinsurance

The Ceded Reinsurance function is responsible for purchasing facultative and/or treaty reinsurance, preparing reinsurance proposals, and placing ceded reinsurance directly or with a broker. Writes contract wording, adhering to market security guidelines, negotiates treaty coverage, maintains contract files, and monitors treaty loss.



INSGEN.CX.MAPC


INSGEN.CX.MAMF

McLagan B.39






The Client Service & Reporting function is responsible for day-to-day administrative support of existing clients.

Call Center - Inbound

The Call Center - Inbound area is responsible for responding to general inquiries and directing more complex requests to relevant areas within the firm. Acts as the first point of contact with customers, providing generic product and service information.

Multi-Focus INSGEN.CR.CCMF

Complaints & Escalation

The Complaints & Escalation area is responsible for handling customer complaints. Escalation staff possess higher levels of knowledge and experience than general call center staff, and receive special training.

Multi-Focus INSGEN.CR.CEMF

Customer Service

The Customer Service area is responsible for responding to inquiries, problem solving, and administering support to existing and/or prospective clients. Depending on whether a call center exists, may act as the first point of client contact.

Multi-Focus INSGEN.CR.CSMF

Policy Administration

The Policy Administration area is an internal role responsible for monitoring payment receipts and policy expiration dates, processing various changes to policies, re-issuance of policy documents, and issuance of other policy-related documents.

Multi-Focus INSGEN.CR.PAMF

Service Quality Control

The Service Quality Control area is responsible for directing all works in the call center quality control team to ensure the team can accurately and efficiently complete the call, and provide quality network service.

Multi-Focus INSGEN.CR.SQMF

ClaimsThe Claims function is responsible for assessing and settling claims according to policy terms, and initiating further investigations.

Chief Claims Officer

The Chief Claims Officer is responsible for overseeing the organization’s Claims function, developing annual budgets and strategic plans. Works with business managers to develop procedures and workflow approaches that support claims processing.

Multi-Focus INSGEN.CL.CIMF






Head of Claims Legal

The Head of Claims Legal is responsible for implementing corporate goals and objectives regarding claims litigation activities. Develops and administers claims litigation policies and procedures, and oversees their impact on the company.


INSGEN.CL.HLPC

Regional / Divisional Head of Claims

The Regional / Divisional Head of Claims is responsible for overseeing the Claims function of a specific business unit or region, developing annual budgets and strategic plans.


INSGEN.CL.RHCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.RHPL


INSGEN.CL.RHPC



INSGEN.CL.RHWC

Regional / Divisional Head of Claims Legal

The Regional / Divisional Head of Claims Legal is responsible for implementing corporate goals and objectives regarding the claims litigation activities for a specific business unit or region, developing and administering claims litigation policies and procedures, and overseeing their impact on the company.


INSGEN.CL.RLCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.RLPL


INSGEN.CL.RLPC



INSGEN.CL.RLWC

McLagan B.41





Adjusting The Adjusting area is responsible for investigating and settling property and liability claims within their given authority.

Desk - Commercial Lines

The Desk – Commercial Lines focus specializes in communicating via telephone or e-mail, and supporting the Commercial line of business. These incumbents are largely call center-based.

INSGEN.CL.ADDC

Desk - Personal LinesThe Desk – Personal Lines focus specializes in communicating via telephone or e-mail, and supporting the Personal line of business. These incumbents are largely call center-based.

INSGEN.CL.ADDP

Desk - Property & Casualty

The Desk – Property & Casualty focus specializes in communicating via telephone or e-mail, and supporting the Property and Casualty line of business. These incumbents are largely call center-based.

INSGEN.CL.ADDX

Desk - Workers’ Compensation

The Desk – Workers’ Compensation focus specializes in communicating via telephone or e-mail, and supporting the Workers’ Compensation line of business. These incumbents are largely call center-based.

INSGEN.CL.ADDW

Fast Track - Commercial Lines

The Fast Track - Commercial Lines focus specializes in quickly settling property and auto claims within a limited authority, and supporting the Commercial line of business. Fast track adjusters have the ability to close a claim within the first notice of loss.

INSGEN.CL.ADFC

Fast Track - Personal Lines

The Fast Track - Personal Lines focus specializes in quickly settling property and auto claims within a limited authority, and supporting the Personal line of business. Fast track adjusters have the ability to close a claim within the first notice of loss.

INSGEN.CL.ADFP

Fast Track - Property & Casualty

The Fast Track - Property & Casualty focus specializes in quickly settling property and auto claims within a limited authority, and supporting the Property and Casualty line of business. Fast track adjusters have the ability to close a claim within the first notice of loss.

INSGEN.CL.ADFX

Fast Track - Workers’ Compensation

The Fast Track - Workers’ Compensation focus specializes in quickly settling property and auto claims within a limited authority, and supporting the Workers’ Compensation line of business. Fast track adjusters have the ability to close a claim within the first notice of loss.

INSGEN.CL.ADFW

Field - Commercial Lines

The Field - Commercial Lines focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Commercial line of business.

INSGEN.CL.ADGC

Field - Personal LinesThe Field - Personal Lines focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Personal line of business.

INSGEN.CL.ADGP

Field - Property & Casualty

The Field - Property & Casualty focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Property and Casualty line of business.

INSGEN.CL.ADGX






Field - Workers’ Compensation

The Field - Workers’ Compensation focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Workers’ Compensation line of business.

INSGEN.CL.ADGW

Multi-Role - Commercial Lines

The Multi-Role - Commercial Lines focus specializes in splitting time between field and desk, adjusting and supporting the Commercial line of business.

INSGEN.CL.ADMC

Multi-Role - Personal Lines

The Multi-Role - Personal Lines focus specializes in splitting time between field and desk adjusting, and supporting the Personal line of business. INSGEN.CL.ADMP

Multi-Role - Property & Casualty

The Multi-Role - Property & Casualty focus specializes in splitting time between field and desk adjusting, and supporting the property and casualty lines of business.

INSGEN.CL.ADMX

Multi-Role - Workers’ Compensation

The Multi-Role - Workers’ Compensation focus specializes in splitting time between field and desk adjusting, and supporting the Workers’ Compensation line of business.

INSGEN.CL.ADMW

Appraising The Appraising area is responsible for evaluating the value of and settling property claims within their given authority.

Desk - Commercial Lines

The Desk – Commercial Lines focus specializes in communicating via telephone or e-mail, and supporting the Commercial line of business. These incumbents are largely call center-based.

INSGEN.CL.APDC

Desk - Personal LinesThe Desk – Personal Lines focus specializes in communicating via telephone or e-mail, and supporting the Personal line of business. These incumbents are largely call center-based.

INSGEN.CL.APDP

Desk - Property & Casualty

The Desk – Property & Casualty focus specializes in communicating via telephone or e-mail, and supporting the Property and Casualty line of business. These incumbents are largely call center-based.

INSGEN.CL.APDX

Desk - Workers’ Compensation

The Desk – Workers’ Compensation focus specializes in communicating via telephone or e-mail, and supporting the Workers’ Compensation line of business. These incumbents are largely call center-based.

INSGEN.CL.APDW

Field - Commercial Lines

The Field - Commercial Lines focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Commercial line of business.

INSGEN.CL.APGC

Field - Personal LinesThe Field - Personal Lines focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Personal line of business.

INSGEN.CL.APGP

Field - Property & Casualty

The Field - Property & Casualty focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Property and Casualty line of business.

INSGEN.CL.APGX

Field - Workers’ Compensation

The Field - Workers’ Compensation focus specializes in visiting accident sites or claimants to retrieve evidence, and supporting the Workers’ Compensation line of business.

INSGEN.CL.APGW

McLagan B.43





Claims Analysis

The Claims Analysis area is responsible for assisting management by performing workflow analysis, identifying process improvement opportunities, conducting cost benefit analysis of proposed changes, and preparing customized reporting for claims management.


INSGEN.CL.CYPC

Claims Attorney

The Claims Attorney area is responsible for managing and trying cases related to Claims. Attorneys participate in the mediation, arbitration, or trying of Claims-related litigation. Attorneys are not responsible for the Firm’s General Counsel activities.


INSGEN.CL.CTCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.CTPL


INSGEN.CL.CTPC



INSGEN.CL.CTWC

Insurance Fraud Management

The Insurance Fraud Management area is responsible for investigating Claimants for potential fraud. A background in law enforcement is often found in this role.


INSGEN.CL.IFPC

Legal Bill ReviewThe Legal Bill Review area is responsible for auditing and reviewing legal bills for discrepancies between, and appropriateness of, charges and services provided.


INSGEN.CL.LBPC

Legal SecretaryThe Legal Secretary area is responsible for providing support to the claims attorney and litigation manager, but does not typically have the legal background of a paralegal.


INSGEN.CL.LSPC






Litigation

The Litigation area is responsible for coordinating and managing claims-related litigation cases that external attorneys handle. Does not directly handle litigated cases. May or may not have a juris doctorate. If Adjusting handles the external litigation as a part of their role, please code to that function.


INSGEN.CL.LICL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.LIPL


INSGEN.CL.LIPC



INSGEN.CL.LIWC

Managed Care / Case Management

The Managed Care / Case Management area is responsible for assessing medical necessity of care, identifying cases suitable for medical case management, and developing return to work plans for claimants.


INSGEN.CL.MCPC

Medical Bill ReviewThe Medical Bill Review area is responsible for auditing and reviewing claimant medical bills for discrepancies, and appropriateness of charges and services provided.


INSGEN.CL.MBPC

Multi-Focus INSGEN.CL.MBMF

ParalegalThe Paralegal area is responsible for assisting lawyers and attorneys in executing legal transactions, and securing, preparing, drafting, and processing legal documents at the more senior level.


INSGEN.CL.PLPC

McLagan B.45





SalvageThe Salvage area is responsible for developing actual cash value (ACV) guidelines for total loss determination, negotiating salvage contracts, processing salvage titles, and monitoring salvage loss recoveries.


INSGEN.CL.SACL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.SAPL


INSGEN.CL.SAPC

Subrogation The Subrogation area is responsible for investigating and recovering loss payments from a third-party.


INSGEN.CL.SUCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.SUPL


INSGEN.CL.SUPC



INSGEN.CL.SUWC

Subrogation AttorneyThe Subrogation Attorney area is responsible for recovering loss payments from a third-party. This position holds a juris doctorate and represents the firm in this capacity in court or arbitration hearings.


INSGEN.CL.SYCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.SYPL


INSGEN.CL.SYPC



INSGEN.CL.SYWC






Vendor ManagementThe Vendor Management area is responsible for coordinating and managing provider networks, including medical, glass, towing, and direct repair.


INSGEN.CL.VMPC

Claims – Multi-AreaThe Claims Multi-Area attribute is reserved for generalist job content that spans multiple disciplines, products, or areas of expertise. This role is for Europe and Asia only.


INSGEN.CL.LMCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.LMPL

Multi-Focus INSGEN.CL.LMMF

Claims Support

The Claims Support area is responsible for providing support to more senior claims staff in processing, investigating, and resolving claims. No authority to adjudicate claims. Maintains files, tracks payments, and follows up with clients on open administrative issues.


INSGEN.CL.CUCL

Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.CUPL


INSGEN.CL.CUPC



INSGEN.CL.CUWC

Multi-Focus INSGEN.CL.CUMF

McLagan B.47





Insurance Operations

The Insurance Operations function is responsible for the operational support to the Insurance business areas, including life insurance, life reinsurance, Lloyd’s Specialty, property and casualty, and general insurance.

Property & Casualty / General Insurance Operations

The Property & Casualty / General Insurance Operations area is responsible for operations and related activities supporting the Property and Casualty, and General Insurance business and/or products.

Central Operations

The Central Operations focus specializes in functioning within central operations such as issuance, record management, customer servicing, agency support, etc. Deciding SLAs with all stakeholders, defining target sigma levels, managing vendors and ensure compliance to the process norms by all.

INSGEN.IO.PCCO

Insurance Quality Assurance - Multi-Focus

The Insurance Quality Assurance - Multi-Focus monitors the firm’s employees for quality purposes across multiple business lines. This role monitors recorded telephone calls, reviews underwriting and sales files and perform other related activities. Exclude employees who review quality as part of their managerial role or internal auditors.

INSGEN.IO.PCQA

Insurance Quality Assurance - Property & Casualty

The Insurance Quality Assurance - Property & Casualty focus monitors the firm’s employees for quality purposes for the P&C business unit. This role monitors recorded telephone calls, reviews underwriting and sales files and performs other related activities. Exclude employees who review quality as part of their managerial role or internal auditors.

INSGEN.IO.PCQP

Insurance Training - Multi-Focus

The Insurance Training - Multi-Focus specializes in training technical roles, including sales, underwriting, customer service, and claims. This position does NOT perform on the job training for new hires.

INSGEN.IO.PCIM

Insurance Training - Property & Casualty

The Insurance Training - Property & Casualty focus specializes in training technical roles, including sales, underwriting, customer service, and claims. This position does NOT perform on the job training for new hires. Property and casualty focus.

INSGEN.IO.PCIP

Project Management - Multi-Focus

The Project Management - Multi-Focus attribute is reserved for generalist job content that spans multiple disciplines, products, or focuses of expertise.

INSGEN.IO.PCPF

Project Management - Property & Casualty

The Project Management - Property & Casualty focus specializes in managing significant projects within the Insurance Operations business area. This role works on multi-disciplinary projects that require a broad knowledge of the firm and its key business areas. These roles are not taken by incumbents who have other primary duties.

INSGEN.IO.PCPM

Wording Specialist

The Wording Specialist focus is responsible for preparing and wording insurance policies and contracts and the technical and administrative duties attached to them. Incumbents will also be responsible for producing management reports, working with the internal audit team and processing settlements.

INSGEN.IO.PCWS






FinanceThe Finance function is responsible for activities related to the Accounting and Budget functions, in addition to payroll activities and Tax functions for the entire firm.

Chief Financial Officer

The Chief Financial Officer area is responsible for all financial aspects for the entire organization. Liaises with senior management on business planning and policy development. Oversees staff and resources. Exercises control over planning and project management. May represent the organization in relationships with industry organizations, competitors, and outside parties.

Multi-Focus INSGEN.FI.CFMF

Controller

The Controller is responsible for the direction of the firm’s Accounting and Budget functions. May direct payroll activities and the Tax function, but these shouldn’t be areas of focus. Provides top management with financial information necessary to control firm operations. Through staff, responsible for financial and regulatory reporting.

Multi-Focus INSGEN.FI.CNMF

Accounting

The Accounting area is responsible for producing timely, accurate, and reliable financial information. Prepares profit and loss, and balance sheet accounts, group consolidations, general ledger journals, accruals, and prepayments. Reconciles accounts. Manages and controls the fixed asset register and capital expenditure controls.

Financial Planning & Analysis

The Financial Planning & Analysis focus specializes in running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation.

INSGEN.FI.ACFP

Multi-Focus INSGEN.FI.ACMF

Business Aligned Finance

The Business Aligned Finance area is responsible for financial reporting, planning, and advising on accounting issues, and analysis for a specific business unit, division, or product. Responsibilities include ensuring adequacy of controls, profit and loss reporting, balance sheet reporting, reconciliations, and more.

Product & Risk Control

The Product & Risk Control focus specializes in ensuring adequacy of controls, profit and loss, and balance sheet reporting, and reconciliations. Product control functions will also have responsibility for inventory pricing and mark review, and will liaise with other business and infrastructure areas to resolve issues.

INSGEN.FI.BAPR

McLagan B.49





Corporate Tax

The Corporate Tax area is responsible for all aspects of the firm’s corporate tax liability, and assists in the development and implementation of effective tax strategies. Thorough knowledge of local, federal, and international tax and accounting laws. May liaise with external parties, such as taxing authorities.

Head of Corporate Tax

The Head of Corporate Tax specializes in directing the firm’s Tax function, directing staff, liaising with local and federal tax agencies, and managing the tax planning process (e.g., preparation and analysis). Coordinates effective tax strategy development for the firm and subsidiaries.

INSGEN.FI.CTHC

Multi-Focus INSGEN.FI.CTMF

Payment ProcessingThe Payment Processing area is responsible for all aspects of payment processing, including monitoring payment receipts, handling payment remittance, and applying premium to policies.

Multi-Focus INSGEN.FI.PPMF

Treasury / Investment Office

The Treasury / Investment Office function is responsible for the efficient management of the firms’ liquidity position, funding or debt management, hedging credit or interest rate risk, and investment portfolio.

Treasurer

The Treasurer is responsible for the firm’s global treasury and funding activities, including risk portfolio management. Responsibilities include planning and setting policies and guidelines for managing the firm’s funding books, monitoring and evaluating global market conditions daily, and providing overall risk portfolio management.

Multi-Focus INSGEN.TI.TRMF

Investment Office

The Investment Office area is responsible for developing and implementing the firm’s investment strategies. Executes trading activities, manages a portfolio within the investment office, and/or performs complex analysis and modeling to support investment strategies.

Investment Office Portfolio Management

The Investment Office Portfolio Management focus specializes in managing a portfolio within the investment office that may span a broad range of assets or a single, large asset class. Responsible for selecting a combination of assets that will achieve optimal return for the firm given the acceptable amount of risk.

INSGEN.TI.INIO


Multi-Focus INSGEN.TI.MAMF






Human Resources

The Human Resources function is responsible for activities related to the collaborative or direct support of people management strategies to address issues including compensation, talent acquisition, relocation, diversity, training, employee relations, and organizational development.

Chief Human Resources Officer

The Chief Human Resources Officer is responsible for ensuring the delivery of a professional human resources (HR) service. Responsibilities include strategic and operational HR matters, driving policies, processes, and services in line with strategic goals across all functions, to enhance profitability and achieve business objectives.

Multi-Focus INSGEN.HR.CHMF


The Analytics, Modeling, & Reporting area is responsible for analyzing and reporting on data sets for a particular area to evaluate, recommend and support the implementation of business strategies and operational processes.

Multi-Focus INSGEN.HR.ARMF

Business Aligned HR

The Business Aligned HR area is responsible for full generalist human resources (HR) support to a major business unit, including working with specialist HR teams, managing employee relations issues, implementing effective people management strategies, and ensuring firm policies and procedures are adhered to across the business area.

Multi-Focus INSGEN.HR.BAMF

Diversity & InclusionThe Diversity & Inclusion area is responsible for developing, implementing, and monitoring proactive policies and programs to promote the benefits of a diverse workforce.

Head of Diversity & Inclusion

The Head of Diversity & Inclusion specializes in leading the development and implementation of firm-wide policies and programs to promote the benefits of a diverse workforce. Delivers and integrates a diversity and inclusion strategy aligned with business goals and values.

INSGEN.HR.DIHD

Multi-Focus INSGEN.HR.DIMF

Human Resources Operations

The Human Resources Operations area is responsible for the firm’s human resources (HR) call center, payroll, HR information systems, and reporting.

Payroll The Payroll focus specializes in ensuring timely and accurate delivery and accounting of salaries, wages, commission, and incentive payments. INSGEN.HR.OPPA

Learning & Development

The Learning & Development area is responsible for managing the training and development programs for all staff in the firm. May also coordinate the use of externally-developed training programs.

Multi-Focus INSGEN.HR.LDMF

McLagan B.51





Reward

The Reward area is responsible for ensuring that the firm has competitive and cost-effective reward policies and practices, developing and executing the firm’s reward strategy. May manage or support one or more key areas of compensation, benefits, pensions, and wellness. Liaises with third parties to develop a consistent best practice approach.

Multi-Focus INSGEN.HR.REMF

Talent Acquisition

The Talent Acquisition area is responsible for managing the talent acquisition selection process for new staff at a professional level. May be responsible for one level of staff (e.g., non-exempt) or for lateral talent acquisition for a specific business unit.

Multi-Focus INSGEN.HR.TAMF

Internal Audit

The Internal Audit function is responsible for independent, objective assurance, and consulting activity designed to improve operations by evaluating and improving the effectiveness of risk management, control, and governance processes. Also includes special and strategic business reviews.

Head of Internal Audit

The Head of Internal Audit is responsible for directing the firm’s Internal Audit function. Responsible for directing internal audit employees, scheduling audits, developing audit procedures, and serving as liaison with the firm’s outside auditors and regulatory organizations.

Multi-Focus INSGEN.IA.HIMF

Business & Operational Audit

The Business & Operational Audit area specializes in reviewing the organization’s financial and operational processes to ensure compliance and best practices. Makes recommendations to the Audit Committee or Board of Directors on issues raised during audit procedures. Provides detailed feedback to business unit management.

Multi-Focus INSGEN.IA.BOMF

Legal

The Legal function is responsible for providing legal advice to the firm and ensuring the firm operates in accordance with legal parameters. Specialists provide support across the scope of the firm’s activities ensuring that legal issues, contracts, disputes, and complex transactions are conducted within the due diligence of the legal framework.

Chief Legal Officer

The Chief Legal Officer provides executives with legal advice on strategic initiatives. Represents the Firm with clients, external agencies, and regulatory bodies. Directs internal legal activities, and coordinates work conducted by External Legal Counsel. Incumbent may or may not have CCO responsibilities.

Multi-Focus INSGEN.LG.LNMF






AttorneyThe Attorney area is responsible for providing legal advice to the firm, and for ensuring the firm operates in accordance with various legal parameters.

Multi-Focus INSGEN.LG.ATMF

ParalegalThe Paralegal area is responsible for assisting lawyers and attorneys in executing legal transactions, and securing, preparing, drafting, and processing legal documents at the more senior level.

Multi-Focus INSGEN.LG.PLMF


The Compliance, AML, & Control function is responsible for ensuring that all activities comply with regulatory requirements, including financial crime, anti-money laundering, anti-bribery and corruption, data privacy, and sanctions.

Chief Compliance Officer

The Chief Compliance Officer is responsible for developing compliance strategy, and directing and monitoring the firm’s compliance program. Assists firm and divisional management in understanding and addressing all applicable laws and regulations. Develops and maintains corporate compliance policies, and establishes review procedures.


INSGEN.CP.CCMF

ComplianceThe Compliance area is responsible for ensuring that all of the firm’s activities follow the necessary rules and regulations, and that the firm complies with legal and regulatory boundaries and jurisdictions.

Multi-Focus INSGEN.CP.COMF

Communications

The Communications function is responsible for promoting the firm’s image internally (e.g., through newsletters and other communications) and/or externally (e.g., through print and broadcast media, special events, and/or analyst briefings).

Head of Communications

The Head of Communications is responsible for the direction of all communications activities for the firm, setting consistent communication policies, procedures, and planning processes. Main focus of issues management in the firm, providing advice to more senior management as appropriate.

Multi-Focus INSGEN.CM.HCMF

External Communications

The External Communications area is responsible for promoting the firm’s image or communicating externally (e.g., through print and broadcast media, special events, and/or analyst briefings).

Multi-Focus INSGEN.CM.EXMF

McLagan B.53





Media Relations

The Media Relations focus specializes in maintaining and improving the firm’s public image through enhanced communications with press and broadcast media. Develops and produces public relations and publicity programs, writing press releases, handling media relations, and scheduling senior management and Investment staff interviews.

INSGEN.CM.EXMR


Multi-Focus INSGEN.CM.MAMF

MarketingThe Marketing function covers the firm’s marketing and advertising activities including Corporate & Product Marketing, Creative Services, Market Research and other activities.

Chief Marketing Officer

The Chief Marketing Officer is responsible for setting the overall direction of all marketing activities for the Firm, analyzing the strengths and weaknesses of existing marketing efforts, and ensuring close working relationships with business lines and senior revenue management to meet their needs.

Multi-Focus INSGEN.MK.CMMF

Corporate Marketing

The Corporate Marketing area is responsible for developing and executing marketing plans and initiatives not specific to product lines, but that help project a uniform “brand” image for the business and/or a family of products. Includes marketing services staff that are part of centralized corporate marketing teams, such as market research.

Multi-Focus INSGEN.MK.COMF

Product Marketing

The Product Marketing area is responsible for developing and executing marketing plans, initiatives, promotions, and communications related to specific products. Defines competitive market requirements and opportunities, and provides ongoing marketing support that ensures the competitiveness of existing products.

Digital Marketing

The Digital Marketing focus specializes in developing and supporting marketing efforts for the company’s website, and across online media and platforms, regardless of product type or channel. Develops original concepts to provide visual, web-based solutions to client needs. May manage social media to increase visibility and traffic.

INSGEN.MK.PMDI






Technology

The Technology function is responsible for activities related to the strategic direction and control of all information systems and technology capabilities, both internally and externally. Includes system design and programming, network planning, budget planning, database management, and computer operations.

Chief Technology Officer

The Chief Technology Officer is responsible for direction and control of all information systems and technology activities within the firm.

Multi-Focus INSGEN.TE.CTMF

Application Development & Support

The Application Development & Support area is responsible for the development, modification, maintenance, and support of all applications for the firm, including both internal and external products.

Multi-Focus INSGEN.TE.ADMF

Architecture

The Architecture area is responsible for designing and implementing system and application architecture, and associated standards. Works closely with project, information technology (IT) infrastructure, and development teams to ensure that all technology initiatives are implemented within the existing or planned framework.

Multi-Focus INSGEN.TE.ARMF

Data Analytics & Management

The Data Analytics & Management area is responsible for multiple aspects of data management and operations for the firm, including database administration and design, business intelligence and data architecture, data analytics, governance, and quality.

Business Intelligence

The Business Intelligence focus specializes in data architecture for reporting services, and design expertise in data warehouses, data marts, and business intelligence (BI) enterprise reporting. Identifies ways to increase the use of BI within the firm, designing end-to-end BI solutions that provide insights and information for key decision-makers.

INSGEN.TE.DABI

Multi-Focus INSGEN.TE.DAMF

Engineering / Systems Administration

The Engineering / Systems Administration area is responsible for planning, administration, and technical support of operating system capabilities. Includes designing, developing, and troubleshooting or debugging software programs for enhancements and new products. Software tools include operating systems, networks, utilities, and web resources.

Multi-Focus INSGEN.TE.ENMF

Help Desk & Desktop Support

The Help Desk & Desktop Support area is responsible for coordinating the activities of the Help Desk function with other systems areas (e.g., UNIX, Windows, and network systems administration), and providing dedicated “generalist” technology infrastructure support to a specific unit (e.g., trading floors).

Multi-Focus INSGEN.TE.HDMF

McLagan B.55





IT Security

The IT Security area is responsible for evaluating and developing data security policies and procedures, safeguarding all information and systems, and identifying new areas of risk. Responsible for preventing, monitoring, and responding to breaches and cyber-attacks through continuous development of the firm’s technical security capabilities.

Multi-Focus INSGEN.TE.ISMF

Program Office

The Program Office area is responsible for managing significant projects (e.g., strategic change management, new business and product initiatives, process re-engineering, etc.), and includes business systems analysis or technical writing. Activities require a broad knowledge of the organization and its key functions.

Business Systems Analysis

The Business Systems Analysis focus specializes in acting as the primary interface between Technology and specific business areas, identifying business unit requirements, creating project and process specifications, coordinating with project teams, and ensuring adherence to schedules and budgets.

INSGEN.TE.POBS

Project Management

The Project Management focus specializes in the management of significant projects (e.g., strategic change management, new business and product initiatives, process re-engineering, establishment of control procedures, etc.). Typically works on multi-disciplinary projects, and requires a broad knowledge of the firm and its functions.

INSGEN.TE.POPM

Technology Infrastructure

The Technology Infrastructure area is responsible for the infrastructure elements of a firm’s technology department, and “cross-firm” infrastructure coverage, including infrastructure generalists, telecommunication systems, and network administrators.

Data Center & Computer Operations

The Data Center & Computer Operations focus specializes in the firm’s data center, ensuring the operation adheres to established procedures, monitoring performance of computing equipment, and coordinating equipment installation / delivery schedules. Evaluates recovery systems / services to ensure timely / efficient data and information processing.

INSGEN.TE.TIDC

Multi-Focus INSGEN.TE.TIMF

Technology Planning & Strategy

The Technology Planning & Strategy area is responsible for providing management recommendations regarding the firm’s short- and long-term information systems and technology strategy, including information technology cost and benefit analysis. Interfaces with Business, Information Systems, and Technology managers on planning and implementation.

Multi-Focus INSGEN.TE.TPMF


Multi-Focus INSGEN.TE.MAMF






Risk ManagementThe Risk Management function is responsible for identifying, assessing, and mitigating risk. May include establishing risk management procedures and processes to ensure adherence to policies.

Chief Risk Officer

The Chief Risk Officer is responsible for advising the Chief Executive Officer and senior executives on risk management-related matters, focusing on proactive leadership using broad, strategic planning rather than day-to-day operational execution. Also represents firm with clients, external agencies, and industry and regulatory bodies.

Multi-Focus INSGEN.RK.CRMF


The Analytics, Modeling, & Reporting area is responsible for analyzing and reporting on data sets for a particular area to evaluate, recommend and support the implementation of business strategies and operational processes.

Multi-Focus INSGEN.RK.ARMF

Market Risk Management

The Market Risk Management area is responsible for determining potential loss due to market movements, such as changes in interest rates, equity prices, credit spreads, and foreign exchange rates. Typically organized by product or transaction type. Monito

Multi-Focus INSGEN.RK.MRMF

Operational Risk Management

The Operational Risk Management area is responsible for identifying, measuring, controlling, and monitoring operational risk, and providing early warning of risk indicators. Limits exposure due to human error, unsupervised trading, transaction processing

Multi-Focus INSGEN.RK.ORMF


Multi-Focus INSGEN.RK.MAMF

Corporate & Business Administration

The Corporate & Business Administration function is responsible for a wide range of activities supporting corporate and business unit needs. Activities include administrative support, ancillary support, business resilience and security, corporate real estate, and more.

Administrative Support

The Administrative Support area is responsible for providing administrative and secretarial support to management teams or product areas.

Administrative Assistant

The Administrative Assistant focus specializes in providing administrative and secretarial support for a department or group of individuals. Responsibilities may include meeting coordination, supplies and equipment ordering, assistant coordination, payroll for staff eligible for overtime, and overtime reports.

INSGEN.CB.ASAA

McLagan B.57





CEO / Top Executive Assistant

The CEO / Top Executive Assistant focus specializes in providing administrative and secretarial support to senior executives. Responsibilities may include appointment scheduling, correspondence preparation, telephone and visitor screening, travel arrangements, meeting coordination, preparing presentation materials, and document maintenance.

INSGEN.CB.ASCE

Receptionist

The Receptionist focus specializes in working at the main and secondary reception desks, greeting, screening, and directing visitors. Responsibilities may include assigning conference rooms and performing basic clerical duties, and operating the central console or switchboard.

INSGEN.CB.ASRE

Multi-Focus INSGEN.CB.ASMF

Ancillary Support The Ancillary Support area is responsible for providing ancillary support services, such as facilities and office management, print, and travel.

Catering Services The Catering Services focus specializes in serving food or beverages to visitors and office staff. INSGEN.CB.ANCS

Facilities Management The Facilities Management focus specializes in performing light maintenance work and repairs. INSGEN.CB.ANFM

Mail Distribution

The Mail Distribution focus specializes in the distribution of mail and delivery of material, either internally or externally, potentially via other sources (e.g., overnight express). May work with courier services and maintain office supplies. May also work with the regional regulated postal service in keeping abreast of current requirements.

INSGEN.CB.ANMD

Multi-Focus INSGEN.CB.ANMF

Project ManagementThe Project Management area is responsible for the management of significant projects on a firm-wide scale or that crosses multiple business areas.

Business Project Management (non IT)

The Business Project Management (non IT) focus specializes in managing significant projects for a particular business unit, including new business and product initiatives. Project managers generally work across multiple disciplines. Requires a broad knowledge of the firm and its key functions. Known as Internal Consultants.

INSGEN.CB.PMBP

Sourcing / Procurement

The Sourcing / Procurement area is responsible for procurement (e.g., purchasing and supply chain activities), as well as vendor management (e.g., negotiation, purchase, and relationships associated with outsourced services).

Multi-Focus INSGEN.CB.SPMF

McLagan C.1

Section CLevel Definitions

C.2 McLagan Job Catalogue | Proprietary and Confidential

We have developed a globally consistent leveling structure to fit the unique and specific needs of our clients. A consistent leveling structure enables more robust and diverse analytics across sectors, geographies, and jobs.

Levels

Understanding McLagan Global Leveling Structure


McLagan C.3

LevelsMcLagan Compensation Survey Leveling Structure

For more information please visit mclagan.aon.com/compensation-surveys or contact your McLagan relationship manager.

Level

Leadership

Leadership levels cover employees who have a significant influence on the overall strategy and execution of the entire firm, major division, or business unit. Leadership levels typically manage significant groups of employees with multiple layers of management.

14

Executive13

12

11

10 Managing Expert

Professionals

Professional levels cover individual contributors and managers on career paths focused on people management, process management, specialization, and/or functional leadership. Professional levels typically cover the majority of employees within organizations.

09 Senior Expert

08 Expert

07 Advanced

06 Experienced

05 Intermediate

04 Entry

Support

Support levels cover employees who perform roles delivering tactical and routine activities, generally with high levels of oversight by people managers or formal procedures.

03 Senior Support

02 Intermediate Support

01 Junior Support

Our benchmarks follow one consistent leveling structure across all sectors, geographies, and roles.

Levels are determined by measurement across dimensions defined as:

Core Dimensions Strategic / Tactical / Transactional



Typical Experience

Title Guidelines / Samples Positions

Accountability & Judgement Accountability

Judgement

Knowledge Business Knowledge

Breadth of Expertise

Impact Influence & Impact

People Leading & Managing

People Development

Level of Interaction


Level DefinitionsLeadership

Executive Levels• Leadership roles are reserved for a Global Chief Executive Officer (CEO) in a global organization or

top executive and 1st and 2nd level direct reports to the Global CEO.

• Leadership roles are for individuals who lead major business and functional areas. Individuals do not, however, have to be a formal part of an officially designated leadership team.

• The subsequent pages outline a set of criteria that frame whether the Global CEO should be matched to Level 14, Level 13, or Level 12. The goal is to create a like for like comparison and pin the top of the organization to facilitate the cascade down through levels. In most instances, a customized approach for executives is the most appropriate route for benchmarking. Contact your RM to discuss your firm’s requirements.

- For a CEO to be matched to Level 14, the firm must meet all of the first 4 criteria (Annual Revenues, Geographic Breadth, Headcount, and Total Assets).

- Levels 14 and 13 are reserved for the Global Chief Executive Officer at the most complex organizations. The span of control, expertise, and breadth of responsibility for these CEOs is unrivaled and differentiated from other CEOs within financial services.

- All other CEOs are matched to level 12.

• Other executive levels are determined by a cascade down from the CEO based on the scope of role and degree of impact.

- First level direct reports typically include other c-suite jobs (e.g., Head of Markets and Banking, Head of Asset Management, Chief Operating Officer, Chief Financial Officer).

- Second level direct reports typically include business line heads (e.g., Divisional CFO, Head of Investment Banking).

- Not all direct reports need to be matched to the same level. Organizational differences vary.

Firm Scope and Impact DesignationsExecutive Level

Annual Revenues

Geographic Breadth (# of countries)

Headcount Total Assets Assets Under Management(AUM) ¹

14 $35bn+ > 50+ > 35,000+ > $500bn+ > $2,500bn+

13 $5-34bn 6-50 10,000-35,000 $100-500bn+ $400-$2,500bn

12 < $5bn 1-5 < 10,000 < $100bn < $400bn

Sector specific supplemental level guides may be available. Please reach out to your relationship manager for additional information.

¹ Primary criteria for Asset Management businesses

McLagan C.5

Global, Firm-Wide

CEO

Chief Operating

Officer


Head of Major

Business

Regional or Country

CEO

Head of Major

Functional Area

Head of Business

Leadership Level Approach - Sample

Level DefinitionsLeadership

Global, Firm-Wide

CEO

Chief Operating

Officer


Head of Major

Business

Regional or Country

CEO

Head of Major

Functional Area

Head of Business

Regional or Country

CEO

Head of Functional

Area

Head of Business

Regional or Country

CEO

Head of Functional

Area

Head of Business

Global, Firm-Wide

CEO

Chief Operating

Officer


Head of Major

Business

Regional or Country

CEO

Head of Major

Functional Area

Head of Business

Regional or Country

CEO

Head of Functional

Area

Head of Business

Leve

l 14

Leve

l 13

Leve

l 12

Leve

l 11

Leve

l 10

Example 1Leading Global

Diversified Financial Services Firm

Example 2Global or Multi-National Financial Services Firm

Example 3Primarily Single Country,

Mono-Line Financial Services Firm


Level Definitions

Dimension Executive [Levels 14-11]

Cor

e D

imen

sion

s

Strategic / Tactical / Transactional

Strategic (85%) – “big picture” perspective, more time spent on the “what” vs. the “how”, Tactical (15%) – focused on the plans to achieve goals and objectives – the “how”.


Firm (75% to 100%) Division (0% to 25%)


No day-to-day client coverage, but may support strategic client efforts

Typical Experience Often has a minimum of 15 years of relevant experience with requisite competencies

Title Guidelines / Sample Positions

President, Managing Director, Senior Vice President, Executive Vice President, Head of Area

Acc

ount

abili

ty &

Ju

dg

emen

t Accountability

Ultimate accountability for the firm, major functional area (finance, risk), or line of business (asset management, banking capital markets) to the board and shareholders

JudgementUses advanced logic to make highly complex judgements with a material impact at the firm level

Know

led

ge

Business KnowledgeAuthoritative knowledge and deep understanding of the overall firm and the competitive environment

Breadth of Expertise Broad knowledge across functions and business lines

Imp

act

Influence & ImpactDrives strategic initiatives that have a material impact on firm results, as first or second level direct report to the CEO

Peop

le

Leading & Managing Firm leadership

People Development Directs short and long-term development of people across the firm

Level of Interaction Strategic relationships with executive management

Leadership

McLagan C.7

Level Definitions

Dimension Managing Expert [Level 10] Senior Expert [Level 09]

Cor

e D

imen

sion

s


Strategic (70%) – “big picture” perspective, more time spent on the “what” vs. the “how”, Tactical (30%) – focused on the plans to achieve goals and objectives – the “how”.

Strategic (50%) – “big picture” perspective, more time spent on the “what” vs. the “how”, Tactical (40%) – focused on the plans to achieve goals and objectives – the “how”, Transactional (10%) – carries out defined steps or processes.


Firm (0% to 25%) Division (50% to 75%) Department (0% to 25%)

Division (0% to 25%) Department (50% to 75%) Individual (0% to 25%)


Covers the largest, most important and / or most complex clients, prospects, territories, accounts, or internal relationships

Covers large, important, and / or complex clients, prospects, territories, accounts, or internal relationships

Typical ExperienceOften has a minimum of 15 years of relevant experience with requisite competencies

Often has a minimum of 12 to 15 years of relevant experience with requisite competencies


Managing Director, Senior Vice President, Head of Area

Senior Vice President, Managing Director, Senior Portfolio Manager, Senior Private Banker

Acc

ount

abili

ty &

Ju

dg

emen

t AccountabilityAccountable for the function and / or division. Monitor budgets across the same span

Accountable for multiple complex processes or programs, creates annual budget based on department needs and strategy

JudgementUses advanced logic to make highly complex judgements with a noticeable impact at the division level

Uses advanced logic to make highly complex judgements with a noticeable impact on department / functional results

Know

led

ge

Business Knowledge Comprehensive understanding of the overall firm and competitive environment

Master of core functional area and how it fits within the firm and competitive environment

Breadth of Expertise Broad knowledge across multiple functions and business lines

Broad knowledge across multiple areas and business lines

Imp

act

Influence & ImpactNegotiates improvements and strategic change across functions

Viewed as an advisor to functional leadership, negotiates change across direct area of responsibility and others within the function

Peop

le

Leading & ManagingFunctional leadership Department manager with multiple layers.

May also be the senior most individual contributor

People DevelopmentDirects short-and long-term department staffing needs and development at the overall function and / or firm level

Directs short-and long-term department staffing needs and development

Level of Interaction Strategic relationships with senior firm / function management

Mostly strategic relationships with peers and senior staff within the function

Professionals


Professionals

Level Definitions

Dimension Expert [Level 08] Advanced [Level 07]

Cor

e D

imen

sion

s


Strategic (30%) – “big picture” perspective, more time spent on the “what” vs. the “how”, Tactical (40%) – focused on the plans to achieve goals and objectives – the “how”, Transactional (30%) – carries out defined steps or processes.

Tactical (40%) – focused on the plans to achieve goals and objectives – the “how”, Transactional (60%) – carries out defined steps or processes.


Division (0% to 25%) Department (25% to 50%) Individual (25% to 50%)

Department (25% to 50%) Individual (50% to 75%)


Generally covers mid to large sized or moderately complex clients, prospects, territories, accounts, or internal relationships

Generally assigned small to mid sized, less complex clients, prospects, territories, accounts, projects, or internal relationships

Typical ExperienceOften has a minimum of 8 to 12 years of relevant experience with requisite competencies



Director, Senior Portfolio Manager, Senior Private Banker

Vice President, Portfolio Manager, Private Banker

Acc

ount

abili

ty &

Ju

dg

emen

t AccountabilityAccountable for multiple processes or programs and may have input on the department's budget

Accountable for the completion of assigned processes or programs

JudgementRoutinely uses significant judgement on moderate to complex business problems

Acts autonomously on most decisions. Requires guidance on more complex judgements

Know

led

ge Business Knowledge

Advanced understanding of functional area and a competent understanding of the overall firm and competitive environment

Advanced understanding of business line and a growing understanding of the overall firm and the competitive environment

Breadth of ExpertiseBroad knowledge of more than one discipline Advanced understanding of specialized

discipline and gaining understanding of other disciplines

Imp

act

Influence & ImpactInfluences timelines, expectations, and proactively negotiates across departments and sometimes functional management

Influences timelines, expectations, and proactively negotiates within department

Peop

le

Leading & Managing Small department or large team manager. May also be a senior individual contributor

Team manager. May also be an individual contributor

People Development Develops staff for current and long-term department needs and opportunities

Develops staff on specific projects and control deployment of resources

Level of InteractionMostly tactical with some strategic relationships with peers in department and functional management

Tactical relationships with peers in department and immediate supervisor, with some exposure to senior staff

McLagan C.9

Level Definitions

Dimension Experienced [Level 06] Intermediate [Level 05]

Cor

e D

imen

sion

s


Transactional (100%) – carries out defined steps or processes.






Works with more senior staff when dealing with complex issues, larger clients, accounts, projects, analyses, or internal relationships. Typically, the first position level with ongoing external contact

Works under direct supervision to support smaller and / or less complex issues, clients, accounts, projects, analyses, or internal relationships




Associate, Assistant Vice President, Associate Director, Supervisor

Associate, Team Lead

Acc

ount

abili

ty &

Ju

dg

emen

t AccountabilityAccountable for the completion of assigned deliverables with little day-to-day management

Accountable for the completion of assigned tasks and projects

JudgementUses judgement, but supervision required for overall task

Uses some judgement but supervision required for overall task. Requires regular supervision or instruction

Know

led

ge

Business Knowledge Experienced understanding of business line and a basic understanding of the overall firm

Basic understanding of business and operating environment

Breadth of Expertise Experienced understanding of specialized discipline

Fundamental understanding of specialized discipline

Imp

act

Influence & ImpactMeets sometimes less clearly defined demands and influences junior colleagues

Meets clearly defined demands and influence is limited to entry level staff

Peop

le

Leading & Managing Individual contributor and mentor to more junior staff

Individual contributor

People Development Minimal, but may develop staff on specific projects

No people development responsibilities

Level of InteractionTransactional relationships with peers in department and immediate supervisor, with some exposure to senior staff

Transactional relationship with peers in department and immediate supervisor

Professionals


Professionals

Level DefinitionsSupport

Dimension Entry [Level 04] Senior Support [Level 03]

Cor

e D

imen

sion

s



Tactical (20%) – focused on the plans to achieve goals and objectives – the “how”, Transactional (80%) – carries out defined steps or processes.




Works under direct supervision to support small and / or non-complex clients, prospects, territories, accounts, projects, analyses, or internal relationships

Exposure to senior executives and / or key business leaders

Typical Experience Often has 0 to 2 years of relevant experience Often has a minimum of 7 years of relevant experience with requisite competencies


Analyst, Senior Analyst Executive Assistant, Senior Teller

Acc

ount

abili

ty &

Ju

dg

emen

t AccountabilityAccountable for completion of assigned daily tasks and projects

Accountable for medium and long-term tasks and more complex administrative requests and activities

JudgementUses basic judgement. Needs close supervision or instruction

Uses judgement to resolve non-routine issues escalated from junior team members

Know

led

ge

Business Knowledge Develops an understanding of the team structure and remit

Requires technical know-how and broad understanding of the subject area

Breadth of Expertise Not expected to have a breadth of expertise Advanced understanding of support discipline

Imp

act

Influence & ImpactVery little autonomy and discretion at this level of seniority

Meets less clearly defined demands and influences junior support staff

Peop

le

Leading & Managing No leading and managing May have limited management responsibilities

People Development No people development responsibilities May be responsible for providing basic training to new employees

Level of InteractionTransactional relationship with peers in department and immediate supervisor

Conveys and exchanges basic technical or factual information with colleagues, clients, and customers

McLagan C.11

Support

Level Definitions

Dimension Intermediate Support [Level 02] Junior Support [Level 01]

Cor

e D

imen

sion

s






Exposure to mid-level managers No exposure outside of direct team


Often has 0 to 1 years of relevant experience


Intermediate Assistant Assistant, Teller

Acc

ount

abili

ty

& Ju

dg

emen

t

Accountability Some accountability for medium-term tasks and many recurring basic initiatives

Accountable for mostly basic and clerical short-term tasks

JudgementLimited use of judgement related to administrative issues

Uses basic judgement. Needs close supervision or instruction

Know

led

ge

Business KnowledgeUnderstanding of straightforward, administrative, and / or other basic business services

Basic understanding of procedures to deliver basic technical, administrative, or operative tasks

Breadth of Expertise Understanding of support discipline Fundamental understanding of support discipline

Imp

act

Influence & Impact

Meets clearly defined demands and influence is limited to entry level support staff

Very little autonomy and discretion at this level of seniority

Peop

le

Leading & Managing No leading and managing No leading and managing

People Development No people development responsibilities No people development responsibilities

Level of InteractionInteracts with a range of individuals, both within and outside immediate team, to convey basic information

Interaction with others is limited to own team, with little-to-no requirement for internal or external contact

McLagan D.1

Section DMethodology & Confidentiality

D.2 McLagan Job Catalogue | Proprietary and Confidential

McLagan Compensation Survey MethodologyWe collect employee data using a consistent global methodology and provide region, country, or group data elements as necessary. For more detailed guidance, refer to our Data Collection and Survey Results Methodology Guide available on McLaganLive (ml.aon.com).

COMPENSATION

Last Year Fixed Pay

Salary Annual salary rate as of July 1 last year for the employee. This must be reflective of a full-time equivalent and on an annual basis.

Allowances Annual allowances provided as of July 1 last year, such as Role Based Allowances, Housing Allowances, Education Allowances, etc.

Last Year Incentive Pay

Cash Bonus All cash payments related to 2019 performance year incentive plans (whether paid in 2019 or 2020). Short-term incentives also include equity or deferred cash that vest immediately or within the calendar year that they were granted.

Long-Term Awards

All long-term award payments, such as options, restricted shares, deferred cash, performance awards, and other awards.

Current Year Fixed Pay

Salary Annual salary rate as of April 1 for the employee. This must be reflective of a full-time equivalent and on an annual basis.

Allowances Annual allowances provided as of April 1, such as Role Based Allowances, Housing Allowances, Education Allowances, etc.

DEMOGRAPHICS

Employee Information

Hire Date The day, month, and year of the employee’s hire date with firm. For re-hires, indicate most recent hire date. Dates should be provided in MM/DD/YYYY format.

Geographic Responsibility

For Executive roles, indicate if the employee has Global (G), Regional (R), or Country (C) responsibility.

Line of Business Supported

For embedded infrastructure / support positions, indicate the McLagan Sub-Group they support.

Manager ID Provide the employee’s direct manager’s employee code.

Internal Title The employee’s Internal Title for the previous performance year.

Employee Physical Location

City Employee’s city.

State Employee’s state by two-digit or other applicable code.

Country Employee’s physical country (ISO Code).

Postal Code Where applicable, the employee’s zip / postal code.

Key McLagan Data Elements

McLagan D.3

COMPENSATION

Last Year Pay

Commissions Where relevant, enter all cash payments related to last year commission plans (including trailers, over-rides and referral awards paid last year).

Overtime The sum of all overtime payments earned last year.

Last Year Targets

Target Bonus The established target bonus for the employee as a percent of base salary and/or dollar value.

Target Commissions

The established target commissions for the employee as a percent of base salary and/or dollar value.

Target Long-Term The established target long-term for the employee as a percent of base salary and/or dollar value.

Current Year Targets

Target Bonus The established target bonus for the employee as a percent of base salary and/or dollar value.

Target Commissions

The established target commissions for the employee as a percent of base salary and/or dollar value.

Target Long-Term The established target long-term for the employee as a percent of base salary and/or dollar value.

Last Year Sales Production

LY New Sales Production

For Validated Insurance Brokerage Producers, enter the total revenues earned by the brokerage firm in 2019 that are attributable to the producer. Enter amounts in whole dollars amounts, or the currency in which the rest of the data has been provided for the employee.

LY Renewal Sales Production

For Validated Producers, enter the total renewal revenues earned by the brokerage firm in 2019 that are attributable to the producer. Enter amounts in whole dollars amounts, or the currency in which the rest of the data has been provided for the employee.

LY Total Sales Production

For Validated Producers, enter the total revenues (i.e., including new and renewal revenue) earned by the brokerage firm in 2019 that are attributable to the producer. Enter amounts in whole dollars amounts, or the currency in which the rest of the data has been provided for the employee.

DEMOGRAPHICS

Employee Information

Bonus Eligibility Indicate if an employee is eligible to receive a bonus in the prior year.

Other Memo This category is provided for any additional information about the employee that may be useful when reviewing your firm’s submission.

Additional Group Specific Data Elements

D.4 McLagan Job Catalogue | Proprietary and Confidential

Statistics & Data Suppression RequirementsThe following Statistics and Data Suppression requirements represent a selected set of the key statistics and suppression requirements included in McLagan’s compensation survey results:

Data Suppression Requirements

Calculation Type Statistic Definition United States Non-United States

Employee Weighted

10th Percentile (10th percentile)

Amount below which 10% of all employees are paid

Five firms with a total of at least 25 employees

Four firms with a total of at least 25 employees

Low Quartile (25th percentile)

Amount below which 25% of all employees are paid

Five firms with a total of at least nine employees

Four firms with a total of at least nine employees

Median (50th percentile)

Amount above which and below which 50% of all employees are paid

Five firms with at least one employee each

Four firms with at least one employee each

High Quartile (75th percentile)

Amount above which 25% of all employees are paid



90th Percentile (90th percentile)

Amount above which 10% of all employees are paid

Five firms with a total of at least 25 employees

Four firms with a total of at least 25 employees

Average Average of all employees paid



Firm Weighted Median of Medians Median of each firm’s median pay level



3rd Highest Median The third highest firm’s median

Six firms with at least one employee each

Six firms with at least one employee each

Median Rank Rank of individual firm’s median vs. other firms’ medians



Distributions Data Element Distributions

Report page exhibit indicating compensation element distribution by employee at various break points



Note: United States suppression requirements exclude the participating firm. Non-United States suppression requirements include the participating firm.

Stamford, CT - Headquarters1600 Summer Street, Suite 601Stamford, CT 06905United StatesPhone: 1.203.359.2878

ChicagoAon Center200 East Randolph Street, 10th FloorChicago, ILUnited StatesPhone: 1.312.381.9700

Cincinnati11500 Northlake Drive, Suite 305Cincinnati, OH 452449United StatesPhone: 1.513.791.0303

DubaiDubai International Financial CentreAl Fattan Currency House Tower 2, Level 5DubaiUnited Arab EmiratesPhone: +971 4 389 6300

Hong Kong28/F Tower 1, Times Square1 Matheson StreetHong KongPhone: +852 2840 0911

JohannesburgThe Place1 Sandton DriveJohannesburgSouth AfricaPhone: +27 11 944 7000

LondonThe Aon Centre The Leadenhall Building 122 Leadenhall StreetLondon, EC3V 4ANUnited KingdomPhone: +44 (0)20 7086 3000

Minneapolis5600 West 83rd Street8200 Tower, Suite 1100Minneapolis, MNUnited StatesPhone: 1.866.280.3720

MumbaiRaheja Tower, 3rd Floor, Unit #302Bandra Kurla Complex, Bandra (E)MumbaiIndiaPhone: 91 22 4034 5000

New YorkOne Liberty Plaza165 Broadway, 30th FloorNew York, NY 10006United StatesPhone: 1.212.441.1000

Shanghai36/F, Shanghai Central Plaza381 Huai Hai Road Middle200020 ShanghaiChinaPhone: +86 21 2306 6688

Singapore2 Shenton Way#26-01 SGX CentreSingapore 068804Republic of SingaporePhone: +65 6231 6344

Sydney201 Kent StreetSydney, NSW 2000AustraliaPhone: +61 2 9253 7000

TokyoCapitol Tower, 11th Floor2-10-3 NagatachoChiyoda-ky, Tokyo 100-0014JapanPhone: +81 3 4589 4341

Contact Us

About McLaganMcLagan provides human capital expertise to financial services firms across the globe. Since 1966, we have partnered with the largest and smallest financial services firms to help them make data-driven decisions to hire, retain, and engage the top talent for keeping the global economy running. Our compensation surveys are the most comprehensive, in-depth source of rewards data covering over 150 countries from more than 2,500 clients. Our consultants work with hundreds of firms annually to design total rewards programs and benchmark financial performance for boards of directors, executives, employees, and sales professionals. McLagan is a part of Aon plc (NYSE: AON). For more information, please visit mclagan.aon.com.

About Aon Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

© Aon plc 2020 All rights reserved. The information contained herein and the statements expressed are of a general nature and are not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information and use sources we consider reliable, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation.

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To learn more about our comprehensive human capital solutions, visit mclagan.aon.com or email [email protected].

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