Claims Executive

by Ash Hameed in Insurance/Pension funding    2nd Sep, 2019    Negotiable

Claims Executive


Full Time Perm Role as a Claims Executive


Full time, perm, CP team place in excess of 125+ M&A policies every year. These consist of a suite of specialist

insurance products, including: warranty and indemnity, tax risk and contingent risk. 

The vast majority of policies are first party insurances – allowing the buyer to claim directly against the insurer

for the damages arising from a policy trigger (typically a breach of warranty or matter giving rise to a claim

under the tax covenant). Although a first party insurance, the underlying matter giving rise to a claim under

the policy is often a third party claimant (i.e. customer of the target company or tax authority).

The claims processes are often complex, fast moving and require an understanding of the underlying subject

matter – this involves liaising with the corporate, tax and industry specialists on our team.

Key Responsibilities / Accountabilities

With access to, and support from, the M&A team’s extensive skill set and wide client base, the expectation

will be to:

1. undertake regular reviews of policy wordings to ensure policy terms (which are highly bespoke), are as

policyholder friendly – avoiding litigation in event of a claim

2. assume ownership of all M&A insurance claims, taking control and direction of the process

3. analyse underlying transaction documents (including share purchase agreement and due diligence

reports) to understand subject matter of claim and draft claims notification to insurers* – liaising with

client’s advisers and negotiating firmly with insurers to secure positive outcomes

4. analysing quantum of any loss by reference to valuation method - working with legal and financial

adviser to build case with insurers

5. participate in client meetings to explain our claims experience and approach

*given the bespoke nature of the policies and complex risks covered, this process requires intellectual rigour

and technical expertise. Each deal and claim is unique and an ability to think ‘outside of the box’ is key.


Skills and abilities needed to perform role

 A determination and appetite to assume ownership of claims

 Articulate and personable

 Pro-active with a ‘can do’ attitudeClaims Executive 

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Ash Hameed

For more information about this job opportunity please contact our consultant.

Gemini Personnel

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