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Proprietary and Confidential
2019 McLagan Job CatalogueInsurance - Property & Casualty / General Insurance
A.2 McLagan Job Catalogue
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’s 2019 surveys:
• Include all the jobs and areas that we’ve previously covered. We have maintained our robust, sector-specific coverage.
• Include new functions and specializations that reflect our commitment to provide you with detailed, granular results and insights in a changing business and technology environment.
• Have, more importantly, been updated around a:
- Globally consistent structure, facilitating cross-country analysis.
- Common leveling framework, allowing for easier cross-functional and cross-industry analysis.
Together, these changes are 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 have been 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 technical and market considerations, tax and accounting requirements, human resource regulations, and current market practices. 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
Employee Rewards Advisory
Executive and Board Advisory
Market Practice Studies provide an additional perspective to supplement compensation market data. They are designed to enhance clients’ understanding of human capital trends in the market that go beyond pay levels, from broad human capital practices to linking pay to employee performance.
Our industry experts specialize in providing employee rewards advisory. Solutions include benchmarking compensation levels to building career frameworks to salary and incentive plan design. We help our clients ensure people and business strategies are aligned with current and future trends.
We are trusted advisors to boards and compensation committees, providing direction in benchmarking pay and performance for strategic compensation programs that align to business strategies. We support boards in corporate governance, regulatory compliance, and risk protection policies.
ii McLagan Job Catalogue | Proprietary and Confidential
A.2 McLagan Job Catalogue | Proprietary and Confidential
CountryThe employee’s physical country location, collected by official ISO country code.
Examples include United States, United Kingdom, Singapore, India.CC
Group
The 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
Area
The 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 Country, Group, and Sub-Group
To begin, the first part of the code will be to assign Country, 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
Country
Sub-Group
Area
Area
Level
Group
Group
Country
Country
Sub-Group
Sub-Group
Anatomy of the McLagan Benchmark Code
CC.GGGSSS.FF.AAFF.LL
A.4 McLagan Job Catalogue | Proprietary and Confidential
Global Coverage
Over 45 countries are covered by McLagan’s Compensation Survey Program including those listed. For a comprehensive list of all countries and corresponding codes, please reference our Global Data Collection and Methodology Guide on the McLagan Client Portal.
Country
ISO
Code Country
Americas
AR Argentina
BM Bermuda
BR Brazil
CA Canada
CL Chile
CO Colombia
MX Mexico
PE Peru
US United States
Asia Pacific
AU Australia
CN China
HK Hong Kong
IN India
ID Indonesia
JP Japan
MY Malaysia
PK Pakistan
PH Philippines
SG Singapore
KR South Korea
TW Taiwan
TH Thailand
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
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
HFF Hedge Fund of Funds
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
INF Infrastructure
SPC Specialist
CNB Consumer BankingCNB Consumer Banking
CRC Credit Cards
MBK Mortgage Banking
MER Merchant Services
MSE Mortgage Servicing
CCB Corporate & Commercial BankingCMB Commercial Banking
COR Corporate Banking
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 Markets & Investment Banking
SPF Specialty FinanceAVF Aviation Finance
CMF Commercial Finance
CRE Real Estate Finance
ELF Equipment Leasing & Finance
MLL Middle Market Leveraged Lending
SIN Specialty Finance Infrastructure
WMT Wealth ManagementBRK Retail Brokerage
PCM Private Client Investment Management
PRI Private Banking
WIN Wealth Management Infrastructure
A.6 McLagan Job Catalogue | Proprietary and Confidential
Levels
Level
Leadership
14
Executive13
12
11
10 Managing Expert
Professionals
09 Senior Expert
08 Expert
07 Advanced
06 Experienced
05 Intermediate
04 Entry
Support
03 Senior Support
02 Intermediate Support
01 Junior Support
Cross 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
McLagan B.113
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Group | Sub-Group | Function
Function
Actuarial Services
AS
Insurance Underwriting
IU
Leadership
LE
Treasury / Investment
Office
TI
Insurance Operations
IO
Client Service & Reporting
CR
Strategic Planning &
Development
SD
Sales
SA
Product Management / Development
PR
Liability Risk Consulting
LR
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
Legal
LG
Internal Audit
IA
Analytics, Modeling, &
Reporting
AB
Group
Insurance
INS
Lloyd’s Specialty
LLS
Life Insurance
LFI
Reinsurance
PCR
P&C Specialty Insurance
PCS
Property & Casualty /
General InsuranceGEN
Insurance Brokerage
BRO
Sub-Group
B.114 McLagan Job Catalogue | Proprietary and Confidential
Function Area Focus Job CodeLeadership Chief Administrative Officer Property & Casualty INSGEN.LE.ADPC
Multi-Focus INSGEN.LE.ADMF
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 Executive Officer Property & Casualty INSGEN.LE.AIPC
Multi-Focus INSGEN.LE.AIMF
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 Investment Officer Multi-Focus INSGEN.LE.AQMF
Chief Operating Officer Property & Casualty INSGEN.LE.AWPC
Multi-Focus INSGEN.LE.AWMF
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 Strategy Officer Multi-Focus INSGEN.LE.BDMF
Head of Insurance Operations Multi-Focus INSGEN.LE.EFMF
Head of Operations & Technology Multi-Focus INSGEN.LE.FBMF
Head of Sales & Marketing Property & Casualty INSGEN.LE.FSPC
Multi-Focus INSGEN.LE.FSMF
Regional / Divisional Head of Insurance Operations
Multi-Focus INSGEN.LE.GNMF
Regional / Divisional Head of Sales & Marketing
Commercial Lines INSGEN.LE.GOCL
Personal Lines INSGEN.LE.GOPL
Property & Casualty INSGEN.LE.GOPC
Workers' Compensation INSGEN.LE.GOWC
Multi-Focus INSGEN.LE.GOMF
Strategic Planning & Development
Strategic Planning & Development Multi-Focus INSGEN.SD.SPMF
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.115
Function Area Focus Job CodeSales 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
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
Captive Agency Sales (continued)
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
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
Group Sales Property & Casualty INSGEN.SA.GSPC
Multi-Focus INSGEN.SA.GSMF
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.116 McLagan Job Catalogue | Proprietary and Confidential
Insurance (INS)Property & Casualty / General Insurance (GEN)
Function Area Focus Job CodeSales (continued)
Group Sales Administration Group Plan RFP Response - Multi-Focus INSGEN.SA.GAGM
Group Plan RFP Response - Property & Casualty
INSGEN.SA.GAGP
Group Sales Support - Multi-Focus INSGEN.SA.GAGS
Group Sales Support - Property & Casualty
INSGEN.SA.GAGT
Group Sponsor Admin - Property & Casualty
INSGEN.SA.GAGI
Group Sponsor Administration - Multi-Focus
INSGEN.SA.GAGA
Group Sponsor Relationship Mgmt. - Multi-Focus
INSGEN.SA.GAGN
Group Sponsor Relationship Mgmt. - Property & Casualty
INSGEN.SA.GAGR
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
Head of Intermediary Property & Casualty INSGEN.SA.HNPC
Multi-Focus INSGEN.SA.HNMF
Head of Sales Property & Casualty INSGEN.SA.HWPC
Multi-Focus INSGEN.SA.HWMF
Insurance Corporate Sales Property & Casualty INSGEN.SA.IOPC
Multi-Focus INSGEN.SA.IOMF
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.117
Insurance (INS)Property & Casualty / General Insurance (GEN)
Function Area Focus Job CodeSales (continued)
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
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
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
Sales Planning Administration Licensing & Registration INSGEN.SA.SLLR
Sales Planning INSGEN.SA.SLSP
Sales Support Multi-Focus INSGEN.SA.SSMF
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.118 McLagan Job Catalogue | Proprietary and Confidential
Function Area Focus Job CodeActuarial Services Actuarial Support Property & Casualty INSGEN.AS.ASPC
Multi-Focus INSGEN.AS.ASMF
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
Chief Actuary Property & Casualty INSGEN.AS.CAPC
Multi-Focus INSGEN.AS.CAMF
Fellow 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
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
Student Property & Casualty INSGEN.AS.STPC
Multi-Focus INSGEN.AS.STMF
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.119
Function Area Focus Job CodeProduct Management / Development
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
Analytics, Modeling, & Reporting
Insurance Pricing Multi-Focus INSGEN.AB.IPMF
Predictive Analytics Property & Casualty INSGEN.AB.PAPC
Multi-Focus INSGEN.AB.PAMF
Predictive Modeling Property & Casualty INSGEN.AB.PMPC
Multi-Focus INSGEN.AB.PMMF
Multi-Area Property & Casualty INSGEN.AB.MAPC
Multi-Focus INSGEN.AB.MAMF
Insurance Underwriting Chief Underwriting Officer Property & Casualty INSGEN.IU.CUPC
Multi-Focus INSGEN.IU.CUMF
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
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.120 McLagan Job Catalogue | Proprietary and Confidential
Function Area Focus Job CodeInsurance Underwriting (continued)
Premium Audit Commercial Lines INSGEN.IU.PACL
Property & Casualty INSGEN.IU.PAPC
Workers' Compensation INSGEN.IU.PAWC
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
Underwriting Support Commercial Lines INSGEN.IU.USCL
Personal Lines INSGEN.IU.USPL
Property & Casualty INSGEN.IU.USPC
Workers' Compensation INSGEN.IU.USWC
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
Client Service & Reporting
Call Center - Inbound Property & Casualty INSGEN.CR.CCPC
Multi-Focus INSGEN.CR.CCMF
Complaints & Escalation Property & Casualty INSGEN.CR.CEPC
Multi-Focus INSGEN.CR.CEMF
Customer Service Property & Casualty INSGEN.CR.CSPC
Multi-Focus INSGEN.CR.CSMF
Policy Administration Property & Casualty INSGEN.CR.PAPC
Multi-Focus INSGEN.CR.PAMF
Claims 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
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.121
Function Area Focus Job CodeClaims (continued)
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
Chief Claims Officer Multi-Focus INSGEN.CL.CIMF
Claims Analysis Property & Casualty INSGEN.CL.CYPC
Claims Attorney Commercial Lines INSGEN.CL.CTCL
Personal Lines INSGEN.CL.CTPL
Property & Casualty INSGEN.CL.CTPC
Workers' Compensation INSGEN.CL.CTWC
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
Head of Claims Legal Property & Casualty INSGEN.CL.HLPC
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
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
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.122 McLagan Job Catalogue | Proprietary and Confidential
Function Area Focus Job CodeClaims (continued)
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
Insurance Operations Property & Casualty / General Insurance Operations
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 Accounting Financial Planning & Analysis INSGEN.FI.ACFP
Multi-Focus INSGEN.FI.ACMF
Business Aligned Finance Product & Risk Control INSGEN.FI.BAPR
Chief Financial Officer Multi-Focus INSGEN.FI.CFMF
Controller Multi-Focus INSGEN.FI.CNMF
Corporate Tax Head of Corporate Tax INSGEN.FI.CTHC
Multi-Focus INSGEN.FI.CTMF
Payment Processing Multi-Focus INSGEN.FI.PPMF
Treasury / Investment Office
Investment Office Investment Office Portfolio Management
INSGEN.TI.INIO
Treasurer Multi-Focus INSGEN.TI.TRMF
Multi-Area Multi-Focus INSGEN.TI.MAMF
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.123
Function Area Focus Job CodeHuman Resources Analytics, Modeling, & Reporting Multi-Focus INSGEN.HR.ARMF
Business Aligned HR Multi-Focus INSGEN.HR.BAMF
Chief Human Resources Officer Multi-Focus INSGEN.HR.CHMF
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 Business & Operational Audit Multi-Focus INSGEN.IA.BOMF
Head of Internal Audit Multi-Focus INSGEN.IA.HIMF
Legal Attorney Multi-Focus INSGEN.LG.ATMF
Chief Legal Officer with CCO Responsibilities
Multi-Focus INSGEN.LG.LCMF
Chief Legal Officer without CCO Responsibilities
Multi-Focus INSGEN.LG.LNMF
Paralegal Multi-Focus INSGEN.LG.PLMF
Compliance, AML, & Control
Chief Compliance Officer Multi-Focus INSGEN.CP.CCMF
Compliance Multi-Focus INSGEN.CP.COMF
Communications External Communications Multi-Focus INSGEN.CM.EXMF
Head of Communications Multi-Focus INSGEN.CM.HCMF
Multi-Area Multi-Focus INSGEN.CM.MAMF
Marketing Chief Marketing Officer Multi-Focus INSGEN.MK.CMMF
Corporate Marketing Media Relations INSGEN.MK.COMR
Multi-Focus INSGEN.MK.COMF
Product Marketing Digital Marketing INSGEN.MK.PMDI
Technology Application Development & Support Multi-Focus INSGEN.TE.ADMF
Architecture Multi-Focus INSGEN.TE.ARMF
Chief Technology Officer Multi-Focus INSGEN.TE.CTMF
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
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.124 McLagan Job Catalogue | Proprietary and Confidential
Function Area Focus Job CodeRisk Management Analytics, Modeling, & Reporting Multi-Focus INSGEN.RK.ARMF
Chief Risk Officer Multi-Focus INSGEN.RK.CRMF
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
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.125
Definitions
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 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.
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.ADPC
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.ADMF
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.AEPC
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.AEWC
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.AEMF
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.126 McLagan Job Catalogue | Proprietary and Confidential
Definitions
Job Attribute Definition Job Code
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 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 Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. INSGEN.LE.AJCL
Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.LE.AJPL
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.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-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.AJMF
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-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.AQMF
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.127
Job Attribute Definition Job Code
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.
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.AWPC
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.AWMF
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.AXPC
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.AXWC
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.AXMF
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-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.BDMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.128 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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-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.EFMF
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-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.FBMF
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.
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.FSPC
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.FSMF
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-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.GNMF
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. INSGEN.LE.GOCL
Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.LE.GOPL
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.129
Job Attribute Definition Job Code
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.GOPC
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.GOWC
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.GOMF
Strategic Planning & Development
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.
Strategic Planning & Development
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-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.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.
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-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.SA.BAMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.130 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
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.SA.CAPC
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.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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.131
Job Attribute Definition Job Code
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
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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.132 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
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.SA.DPPC
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.SA.DPWC
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.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-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.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.
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.SA.DBPC
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.SA.DBMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.133
Definitions
Job Attribute Definition Job Code
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.
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.SA.GSPC
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.SA.GSMF
Group Sales Administration
The Group Sales Administration area is responsible for supporting the sale of group products.
Group Plan RFP Response - Multi-Focus
The Group Plan RFP Response - Multi-Focus specializes in coordinating and/or completing requests for proposals (RFPs) and consultant questionnaire responses in order to accurately and favorably represent the organization's insurance products and services.
INSGEN.SA.GAGM
Group Plan RFP Response - Property & Casualty
The Group Plan RFP Response - Property & Casualty focus specializes in coordinating and/or completing requests for proposals (RFPs) and consultant questionnaire responses in order to accurately and favorably represent the organization's insurance products and services. Property and Casualty responsibilities.
INSGEN.SA.GAGP
Group Sales Support - Multi-Focus
The Group Sales Support - Multi-Focus specializes in responding to sales-related inquiries from prospects, group sales reps, and/or brokers. INSGEN.SA.GAGS
Group Sales Support - Property & Casualty
The Group Sales Support - Property & Casualty focus specializes in responding to sales-related inquiries from prospects, group sales reps, and/or brokers. Property and Casualty responsibilities.
INSGEN.SA.GAGT
Group Sponsor Admin - Property & Casualty
The Group Sponsor Admin - Property & Casualty focus specializes in day-to-day client service and administrative support to group plan sponsors, responding to information requests, resolving service problems, ensuring transactions are processed according to standards, preparing client reports, and participating in meetings. P&C responsibilities.
INSGEN.SA.GAGI
Group Sponsor Administration - Multi-Focus
The Group Sponsor Administration - Multi-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 processed according to standards, preparing client reports, and participating in meetings.
INSGEN.SA.GAGA
Group Sponsor Relationship Mgmt. - Multi-Focus
The Group Sponsor Relationship Mgmt. - Multi-Focus specializes in managing the firm's relationships with existing group sponsor clients. Develops and executes proactive, ongoing contact initiatives for members. Works closely with client organizations to ensure service needs are satisfied.
INSGEN.SA.GAGN
Group Sponsor Relationship Mgmt. - Property & Casualty
The Group Sponsor Relationship Mgmt. - Property & Casualty focus specializes in managing the firm's relationships with existing group sponsor clients. Develops and executes proactive, ongoing contact initiatives for members. Works closely with client organizations to ensure service needs are satisfied. Property and Casualty responsibilities.
INSGEN.SA.GAGR
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.134 McLagan Job Catalogue | Proprietary and Confidential
Definitions
Job Attribute Definition Job Code
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.
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.SA.HAPC
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.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.
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.SA.HFPC
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.SA.HFWC
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.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.
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.SA.HGPC
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.SA.HGMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.135
Job Attribute Definition Job Code
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.
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.SA.HIPC
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.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.
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.SA.ICPC
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.SA.ICMF
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.
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.SA.HNPC
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.SA.HNMF
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.
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.SA.HWPC
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.SA.HWMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.136 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
Insurance Corporate Sales
The 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.
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.SA.IOPC
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.SA.IOMF
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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.137
Job Attribute Definition Job Code
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
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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.138 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.SA.RDPC
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.SA.RDWC
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.SA.RDMF
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-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.SA.SSMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.139
Job Attribute Definition Job Code
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.
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.
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.AS.ASPC
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.AS.ASMF
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.AS.AAPC
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.AS.AAWC
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.AS.AAMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.140 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
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.AS.CAPC
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.141
Job Attribute Definition Job Code
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
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.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
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
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.AS.FEWC
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.AS.FEMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.142 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.AS.FTPC
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.AS.FTWC
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.AS.FTMF
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.
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.AS.STPC
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.AS.STMF
Product Management / Development
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. INSGEN.PR.HPCL
Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.PR.HPPL
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.143
Job Attribute Definition Job Code
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.PR.HPPC
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.PR.HPWC
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.PR.PDPC
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.PR.PDWC
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.PR.PMPC
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.144 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.PR.PMWC
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.PR.PMMF
Analytics, Modeling, & Reporting
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-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.AB.IPMF
Predictive Analytics The Predictive Analytics area is responsible for applying mathematical and statistical theories to support management and firm decision making.
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.AB.PAPC
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.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.
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.AB.PMPC
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.AB.PMMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.145
Job Attribute Definition Job Code
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.
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.AB.MAPC
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.AB.MAMF
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.
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.IU.CUPC
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.IU.CUMF
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.IU.DEPC
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.IU.DEWC
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.146 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.IU.FUPC
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.IU.ILPC
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.IU.ILWC
Premium AuditThe 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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. INSGEN.IU.PACL
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.147
Job Attribute Definition Job Code
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.IU.PAPC
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.IU.PAWC
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.IU.RDPC
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.IU.RDWC
Underwriting Support
The 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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.IU.USPC
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.IU.USWC
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.148 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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-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.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.
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.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.
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.
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.CX.MAPC
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.CX.MAMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.149
Job Attribute Definition Job Code
Client Service & Reporting
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.
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.CR.CCPC
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.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.
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.CR.CEPC
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.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.
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.CR.CSPC
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.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.
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.CR.PAPC
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.CR.PAMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.150 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
Claims The Claims function is responsible for assessing and settling claims according to policy terms, and initiating further investigations.
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 Lines The 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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.151
Job Attribute Definition Job Code
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 Lines The 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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.152 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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-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.CL.CIMF
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.
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.CTPC
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.CL.CTWC
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.153
Job Attribute Definition Job Code
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.CL.CUPC
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.CL.CUWC
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.CL.CUMF
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.
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.CL.HLPC
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.
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.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.
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.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.
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.CL.LSPC
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.154 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.LIPC
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.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.
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.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.
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.CL.MBPC
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.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.
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.CL.PLPC
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.155
Job Attribute Definition Job Code
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.RHPC
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.RLPC
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.CL.RLWC
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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.SAPC
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.156 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
Subrogation The Subrogation area is responsible for investigating and recovering loss payments from a third-party.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.SUPC
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. 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
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.CL.SYPC
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.CL.SYWC
Vendor Management The Vendor Management area is responsible for coordinating and managing provider networks, including medical, glass, towing, and direct repair.
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.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.
Commercial Lines The Commercial Lines focus specializes in primarily selling and/or supporting the sale of commercial property and casualty insurance coverage. INSGEN.CL.LMCL
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.157
Job Attribute Definition Job Code
Personal Lines The Personal Lines focus specializes in providing insurance products to individuals, including personal auto, homeowners, and umbrella. INSGEN.CL.LMPL
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.CL.LMMF
Insurance OperationsThe 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.
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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.158 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
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-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.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
Chief Financial Officer
The Chief Financial Officer is responsible for all financial aspects of the firm. Liaises with senior management on business planning and policy development. Oversees staff and resources. Exercises control over planning and project management. Represents firm in relationships with industry organizations, competitors, and outside parties.
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.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-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.FI.CNMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.159
Job Attribute Definition Job Code
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-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.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-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.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.
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
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-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.TI.TRMF
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-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.TI.MAMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.160 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Analytics, Modeling, & Reporting
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-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.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-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.HR.BAMF
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-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.HR.CHMF
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-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.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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.161
Job Attribute Definition Job Code
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-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.HR.LDMF
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-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.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-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.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.
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-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.IA.BOMF
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-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.IA.HIMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.162 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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.
Attorney The Attorney area is responsible for providing legal advice to the firm, and for ensuring the firm operates in accordance with various legal parameters.
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.LG.ATMF
Chief Legal Officer with CCO Responsibilities
The Chief Legal Officer with CCO Responsibilities provides executives with legal advice on strategic initiatives. Represents the Firm with clients, external agencies, and regulatory bodies. Responsible for directing internal legal activities, and coordinating work conducted by External Legal Counsel. Incumbent has CCO responsibilities.
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.LG.LCMF
Chief Legal Officer without CCO Responsibilities
The Chief Legal Officer without CCO Responsibilities 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 does not have CCO responsibilities.
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.LG.LNMF
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-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.LG.PLMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.163
Job Attribute Definition Job Code
Compliance, AML, & Control
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.
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.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-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.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).
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-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.CM.EXMF
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-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.CM.HCMF
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-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.CM.MAMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.164 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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-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.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.
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.MK.COMR
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.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.
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-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.TE.ADMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.165
Job Attribute Definition Job Code
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-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.TE.ARMF
Chief Technology Officer
The Chief Technology Officer is responsible for direction and control of all information systems and technology activities within the firm.
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.TE.CTMF
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-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.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-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.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-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.TE.HDMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.166 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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-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.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-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.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-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.TE.TPMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
McLagan B.167
Job Attribute Definition Job Code
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-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.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.
Analytics, Modeling, & Reporting
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-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.RK.ARMF
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-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.RK.CRMF
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
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
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
B.168 McLagan Job Catalogue | Proprietary and Confidential
Job Attribute Definition Job Code
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-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.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-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.CB.ANMF
Project ManagementThe Project Management area is responsible for the management of significant projects on a firm-wide scale, not associated with any particular infrastructure or business area.
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-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.CB.SPMF
Definitions
Insurance (INS)Property & Casualty / General Insurance (GEN)
_ _. INSGEN._ _._ _ _ _._ _Benchmark Code Structure
Function Area Focus
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
C.2 McLagan Job Catalogue | Proprietary and Confidential
McLagan C.3
Level
Leadership
14
Executive13
12
11
10 Managing Expert
Professionals
09 Senior Expert
08 Expert
07 Advanced
06 Experienced
05 Intermediate
04 Entry
Support
03 Senior Support
02 Intermediate Support
01 Junior Support
Levels
C.4 McLagan Job Catalogue | Proprietary and Confidential
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 matchedto Level 14, Level 13, or Level 12. The goal is to create a like for like comparison and pin the top of theorganization to facilitate the cascade down through levels. In most instances, a customized approachfor executives is the most appropriate route for benchmarking. Contact your RM to discuss your firm’srequirements.
- 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 complexorganizations. The span of control, expertise, and breadth of responsibility for these CEOs isunrivaled 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 roleand 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 ofInvestment 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)
14 $35bn+ 50+ 35,000+ $500-$750bn+ > $400bn
13 $5-34bn 6-50 10-35,000 $100-500bn+ > $150-400bn
12 < $5bn 1-5 < 10,000 < $100bn < $150bn
Sector specific supplemental level guides may be available. Please reach out to your relationship manager for additional information.
McLagan C.5
Global, Firm-Wide
CEO
Chief Operating
Officer
Chief Financial 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
Chief Financial 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
Chief Financial 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
C.6 McLagan Job Catalogue | Proprietary and Confidential
Level Definitions
Dimension Executive [Levels 14-11]
Cor
e D
imen
sion
s
Strategic / Tactical / Transactional
Strategic (85%), Tactical (15%)
Firm / Division / Department / Individual
Firm (75% to 100%) Division (0% to 25%)
Client Coverage (External or Internal)
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 / Tactical / Transactional
Strategic (70%), Tactical (30%) Strategic (50%), Tactical (40%), Transactional (10%)
Firm / Division / Department / Individual
Firm (0% to 25%) Division (50% to 75%) Department (0% to 25%)
Division (0% to 25%) Department (50% to 75%) Individual (0% to 25%)
Client Coverage (External or Internal)
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
Title Guidelines / Sample Positions
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
C.8 McLagan Job Catalogue | Proprietary and Confidential
Professionals
Level Definitions
Dimension Expert [Level 08] Advanced [Level 07]
Cor
e D
imen
sion
s
Strategic / Tactical / Transactional
Strategic (30%), Tactical (40%), Transactional (30%)
Tactical (40%), Transactional (60%)
Firm / Division / Department / Individual
Division (0% to 25%) Department (25% to 50%) Individual (25% to 50%)
Department (25% to 50%) Individual (50% to 75%)
Client Coverage (External or Internal)
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
Often has a minimum of 6 to 8 years of relevant experience with requisite competencies
Title Guidelines / Sample Positions
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
Strategic / Tactical / Transactional
Transactional (100%) Transactional (100%)
Firm / Division / Department / Individual
Department (0% to 50%) Individual (50% to 75%)
Department (0% to 25%) Individual (75% to 100%)
Client Coverage (External or Internal)
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
Typical ExperienceOften has a minimum of 5 to 6 years of relevant experience with requisite competencies
Often has a minimum of 3 to 5 years of relevant experience with requisite competencies
Title Guidelines / Sample Positions
Associate, Assistant Vice President, Associate Director
Associate, Supervisor
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
C.10 McLagan Job Catalogue | Proprietary and Confidential
Professionals
Level DefinitionsSupport
Dimension Entry [Level 04] Senior Support [Level 03]
Cor
e D
imen
sion
s
Strategic / Tactical / Transactional
Transactional (100%) Tactical (20%), Transactional (80%)
Firm / Division / Department / Individual
Department (0% to 10%) Individual (90% to 100%)
Client Coverage (External or Internal)
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
Title Guidelines / Sample Positions
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
Strategic / Tactical / Transactional
Transactional (100%) Transactional (100%)
Firm / Division / Department / Individual
Client Coverage (External or Internal)
Exposure to mid-level managers No exposure outside of direct team
Typical ExperienceOften has a minimum of 2 to 6 years of relevant experience with requisite competencies
Often has 0 to 1 years of relevant experience
Title Guidelines / Sample Positions
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
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 Methodology Guide available on the McLagan Client Portal (mclaganonline.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 2018 performance year incentive plans (whether paid in 2018 or 2019). 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 percentage of base salary.
Target Commissions
The established target commissions for the employee as a percentage of base salary.
Target Long-Term The established target long-term for the employee as a percentage of base salary.
Current Year Targets
Target Bonus The established target bonus for the employee as a percentage of base salary.
Target Commissions
The established target commissions for the employee as a percentage of base salary.
Target Long-Term The established target long-term for the employee as a percentage of base salary.
Last Year Sales Production
LY New Sales Production
For Validated Insurance Brokerage Producers, enter the total revenues earned by the brokerage firm in 2018 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 2018 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 2018 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
Five firms with a total of at least nine employees
Four firms with a total of at least nine employees
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
Five firms with at least one employee each
Four firms with at least one employee each
Firm Weighted Median of Medians Median of each firm’s median pay level
Five firms with at least one employee each
Four firms with at least one employee each
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
Five firms with at least one employee each
Four firms with at least one employee each
Distributions Data Element Distributions
Report page exhibit indicating compensation element distribution by employee at various break points
Five firms with a total of at least nine employees
Four firms with a total of at least nine employees
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 6584
Singapore2 Shenton Way#26-01 SGX CentreSingapore 068804Republic of SingaporePhone: +65 6231 6344
Sydney201 Kent StreetSydney, NSW 2000AustraliaPhone: +61 2 9253 8204
TokyoCapitol Tower, 11th Floor2-10-3 NagatachoChiyoda-ky, Tokyo 100-0014JapanPhone: +81 3 4589 4341
To learn more about our comprehensive talent, rewards, and performance solutions, visit mclagan.aon.com or email [email protected].
Contact Us
About McLaganMcLagan provides tailored talent, rewards, and performance 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 2019 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.
www.aon.com