2021 MCLAGAN JOB CATALOGUE PROPERTY & CASUALTY INSURANCE
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Proprietary and Confidential 2021 McLagan Job Catalogue Property & Casualty Insurance
The Job Catalogue is divided into four sections:
Section A - Introduction
Section B - Job Definitions
Section C - Level Definitions
Section D - Methodology & Confidentiality
A.2 McLagan Job Catalogue | Proprietary and ConfidentialMcLagan Compensation Surveys
Compensation survey data helps ensure that you have a factual
basis for some of your most important people-related decisions.
McLagan’s surveys are a cornerstone of that decision-making process.
This catalogue provides detailed information about McLagan’s survey coverage and,
along with other supporting information and advice from your local consultants, is
intended to help you with survey job matching and data submission.
McLagan surveys include:
Our global • Robust, sector-specific coverage.
compensation survey • New functions and specializations that reflect our commitment to provide
program has been you with detailed, granular results and insights in a changing business and
technology environment.
built from over 50
• Globally consistent structure, facilitating cross-country analysis.
years of partnering
• Common leveling framework, allowing for cross-functional and
with our clients. cross-industry analysis.
We collect the
The survey design is intended to:
most accurate and
comprehensive data • Make the job matching process easier for you.
across the financial • Provide you with richer data that enables more robust analysis.
services, financial This Job Catalogue outlines the coding methodology for aligning your jobs to
technology, and McLagan’s survey positions. As you review this catalogue and match your employees
please note that:
consulting industries.
• Our survey job titles are normalized / genericized and may not exactly match
your firm’s position titles.
• You should provide data for all employees whose job content reasonably
All survey data
matches the survey’s benchmark jobs.
can be accessed
via our platform,
McLaganLive.
We are available to help you throughout the job matching and data submission
process. That’s our job.
McLagan iData is at the Center of Everything We Do
McLagan’s survey data is the foundation to the advisory support that we provide our clients
globally. McLagan consultants bring focused industry expertise and a general management
perspective that ensures our recommendations reflect current market and industry best practices,
tax and accounting requirements, and human resource regulations. We assign a highly skilled
senior consultant to every project team and our approach is customized for every project, ensuring
alignment to our clients’ goals and objectives.
Market Practice Advisory People Analytics
Studies
Market Practice Studies provide an We specialize in helping clients Building the workforce of the future
additional perspective to build the rewards programs they mandates innovative, one-of-a-kind
supplement compensation market need to be successful today and for tools that dive deeper into data and
data. They are designed to enhance tomorrow. Our advisory knowledge deliver actionable insights so you
clients’ understanding of human and expertise in total rewards can transform risk into advantage.
capital trends that go beyond benchmarking & optimization, job Driven by our proprietary data,
pay levels, from broad human architecture design, and incentive technology, and industry expertise –
capital practices to linking pay to design allows your firm to deliver we have designed a suite of solutions
employee performance. rewards in a clear and compelling to address critical workforce issues
way. Additionally, we can partner including the rising challenge of
with you to design executive pay equity, turnover, and people
compensation programs that are cost. We’re here to help you unlock
competitive, compelling, and aligned insights and reap the advantages of
with your business strategies. We an analytics-driven approach to HR.
can help you implement solutions
around corporate governance,
regulatory compliance, and risk
protection policies.
ii McLagan Job Catalogue | Proprietary and ConfidentialSection A
Introduction
McLagan A.1Navigating 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
CC
The employee’s physical location, collected by official ISO country code.
Location
Examples include United States, United Kingdom, Singapore, India.
The highest level of a job—a major division, department, or primary industry.
Group Examples include Asset Management, Consumer Banking, Infrastructure, Markets
& Investment Banking.
GGG
The second highest level of a job—a sub-division, smaller department,
SSS
Sub- primary and / or secondary industry.
Group
Examples include Traditional Investments, Credit Cards, Finance & Treasury,
Investment Banking.
The primary activity that describe the job’s core responsibilities.
Function Examples include Portfolio Management, Sales, Finance, Relationship
Management.
FF
The principle specificity of expertise or product for which the job is
Area responsible for and contributes to role differentiation.
Examples include Equities, Retail & Private Label, Accounting, Industry Coverage.
AA
The most precise specification of the job’s responsibilities and / or within the
FF
product coverage.
Focus
Examples include U.S. Equities – Large Cap – Growth, Retail Cards, Financial
Planning & Analysis, Media & Telecom.
The normalized market level based on a consistent set of defined
Level dimensions.
Examples include Senior Expert, Advanced, Intermediate, Managing Expert.
LL
A.2 McLagan Job Catalogue | Proprietary and ConfidentialMatching Your Employees to
McLagan’s Benchmark Codes
Anatomy of the McLagan Benchmark Code
CC.GGGSSS.FF.AAFF.LL
Identify the Location,
Group, and Sub-Group
To begin, the first part of the code Sub-Group
will be to assign Location, Group,
and Sub-Group to each employee. Location
The physical location is the
country’s ISO code. The Group and CC.GGGSSS.??.????.??
Sub-Group codes are available in
the Job Catalogue. Group
Select the Function, Area,
and Focus
Sub-Group
Next, assign each employee to the
Area
more specific job attributes, starting Location
with Function and then assigning
the next two levels of specificity— CC.GGGSSS.FF.AAFF.??
Area and Focus.
Group Focus
Function
Determine the Level
Level
The final step in the process is Sub-Group
to assign the appropriate market Area
Location
normalized Level as defined by
McLagan.
CC.GGGSSS.FF.AAFF.LL
Group Focus
Function
McLagan A.3Global Coverage Location
Over 45 locations are covered by McLagan’s Compensation Survey Program including those listed.
For a comprehensive list of all locations and corresponding codes, please reference our Global Data
Collection and Survey Results Methodology Guide on McLaganLive (ml.aon.com).
ISO ISO
Code Country Code Country
AR Argentina BE Belgium
BR Brazil FI Finland
CA Canada FR France
CL Chile DE Germany
Americas
CO Colombia IE Ireland
MX Mexico IT Italy
PE Peru LU Luxembourg
US United States Europe NL Netherlands
AU Australia NO Norway
BD Bangladesh PL Poland
CN China RU Russia
HK Hong Kong ES Spain
IN India SE Sweden
ID Indonesia CH Switzerland
JP Japan GB United Kingdom
Asia Pacific
MY Malaysia BH Bahrain
PH Philippines JO Jordan
SG Singapore KW Kuwait
KR South Korea Middle East OM Oman
TW Taiwan & Africa QA Qatar
TH Thailand SA Saudi Arabia
VN Vietnam ZA South Africa
AE United Arab Emirates
A.4 McLagan Job Catalogue | Proprietary and ConfidentialSub-
Group & Sub-Group Coverage Group Group
McLagan has comprehensive coverage across financial services.
ASM Asset Management FIN Financial Services
ATS Alternatives Leadership & Sales DIG Digital
ALC Alternative Credit EXM Executive Management
ASC Asset Consulting INF Infrastructure
FTA Fund Administration / Transfer Agency Corporate & Business Administration
HGF Hedge Funds Communications & Marketing
PEQ Private Equity Control Functions
REI Real Estate Finance & Treasury
RPS Retirement Plan Services Human Resources
TRD Traditional Investments Operations
TSM Traditional Sales & Marketing Technology
AOI Asset Owners / Institutional Investors FIT Financial Technology
CPS Corporate Plan Sponsors FIT Financial Technology
EFS Endowments & Foundations
FAO Family Offices INS Insurance
PUB Public Funds GEN Property & Casualty / General Insurance
PCR Reinsurance
COM Commodities PCS P&C Specialty Insurance
COM Commodities LFI Life Insurance
LLS Lloyd's Specialty
CON Consulting Services BRO Insurance Brokerage
CON Consulting Services
SPC Specialist MIB Markets & Investment Banking
EQD Equities
CNB Consumer Banking EQR Equity Research
CNB Consumer Banking FID Fixed Income
CRC Credit Cards FIR Fixed Income Research
MBK Mortgage Banking IBD Investment Banking
MER Merchant Services IVS Investor Services
MSE Mortgage Servicing MIB Cross Divisional Management
CCB Corporate, Commercial, & Specialty PRO Professional Services
Lending
SCM Strategic Communications & Marketing
AVF Aviation Finance
CMB Commercial Banking WMT Wealth Management
COR Corporate Banking BRK Retail Brokerage
CMF Commercial Finance PCM Private Client Investment Management
ELF Equipment Leasing & Finance PRI Private Banking
MLL Middle Market Leveraged Lending WMA Wealth Management Administration
CRE Real Estate Finance PRU Ultra-High Net Worth
TRA Transaction Banking
McLagan A.5Cross Sector Global Leveling Structure Levels
Our benchmarks follow one consistent leveling structure across all sectors,
geographies, and roles.
Level
Levels are determined
Leadership 14 by measurement across
dimensions defined as:
Leadership levels cover employees who
have a significant influence on the overall 13
strategy and execution of the entire firm, Executive Core Dimensions
major division, or business unit. Leadership 12 Strategic / Tactical / Transactional
levels typically manage significant groups Firm / Division / Department / Individual
of employees with multiple layers
11 Client Coverage (External or Internal)
of management.
Typical Experience
10 Managing Expert Title Guidelines / Samples Positions
09 Senior Expert Accountability & Judgement
Accountability
Professionals 08 Expert Judgement
Professional levels cover individual
contributors and managers on career 07 Advanced Knowledge
paths focused on people management,
process management, specialization, and/ Business Knowledge
06 Experienced
or functional leadership. Professional levels Breadth of Expertise
typically cover the majority of employees
within organizations. 05 Intermediate
Impact
04 Entry Influence & Impact
03 Senior Support People
Support Leading & Managing
Support levels cover employees who 02 Intermediate Support People Development
perform roles delivering tactical and Level of Interaction
routine activities, generally with high levels 01 Junior Support
of oversight by people managers or
formal procedures.
See Section C: Level Definitions for more guidance.
A.6 McLagan Job Catalogue | Proprietary and ConfidentialSection B
Job Definitions
McLagan B.1Insurance Group
Benchmarking Codes
and Job Definitions
_ _.INS_ _ _ ._ _ ._ _ _ _ ._ _
McLagan B.1Benchmark Code Structure
_ _.INS_ _ _._ _ ._ _ _ _ ._ _
Insurance (INS)
Sub-Group Codes and Definitions
Code Definition Page
Property & Casualty / General Insurance Page B.3
GEN Property & Casualty / General Insurance covers activities related to insurance products that
cover tangibly owned objects, such as a car or home, in addition to liability coverage for
accidents.
INF Infrastructure Page B.38
Infrastructure covers activities related to enabling functions that drive business results.
Core roles include communications, compliance, corporate and business administration,
finance, human resources, legal, marketing, operations, risk management, technology, and
treasury.
B.2 McLagan Job Catalogue | Proprietary and ConfidentialBenchmark Code Structure
_ _.INSGEN._ _._ _ _ _._ _
Insurance (INS)
Property & Casualty / General Insurance (GEN)
Group | Sub-Group | Function
Group
Insurance
INS
Sub-Group
Property & Casualty /
General Insurance
GEN
Function
Strategic
Leadership Planning & Sales Relationship Licensing
Development Management Administration
LE SD SA RM LA
Product Analytics,
Actuarial Management / Modelling, & Insurance
Services Development Reporting Underwriting
AS PR AB IU
Liability Risk Ceded Client Service Claims Insurance
Consulting Reinsurance & Reporting Operations
LR CX CR CL IO
Corporate &
Finance Business
Administration
FI CB
McLagan B.3Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Leadership Chief Executive Officer Property & Casualty INSGEN.LE.AIPC
Multi-Focus INSGEN.LE.AIMF
Chief Operating Officer Property & Casualty INSGEN.LE.AWPC
Multi-Focus INSGEN.LE.AWMF
Chief Administrative Officer Property & Casualty INSGEN.LE.ADPC
Multi-Focus INSGEN.LE.ADMF
Chief Executive Officer - Commercial Lines INSGEN.LE.AJCL
Business Unit
Personal Lines INSGEN.LE.AJPL
Property & Casualty INSGEN.LE.AJPC
Workers' Compensation INSGEN.LE.AJWC
Multi-Focus INSGEN.LE.AJMF
Chief Operating Officer - Commercial Lines INSGEN.LE.AXCL
Business Unit
Personal Lines INSGEN.LE.AXPL
Property & Casualty INSGEN.LE.AXPC
Workers' Compensation INSGEN.LE.AXWC
Multi-Focus INSGEN.LE.AXMF
Chief Administrative Officer - Commercial Lines INSGEN.LE.AECL
Business Unit
Personal Lines INSGEN.LE.AEPL
Property & Casualty INSGEN.LE.AEPC
Workers' Compensation INSGEN.LE.AEWC
Multi-Focus INSGEN.LE.AEMF
Chief Investment Officer Multi-Focus INSGEN.LE.AQMF
Head of Operations & Multi-Focus INSGEN.LE.FBMF
Technology
Chief Strategy Officer Multi-Focus INSGEN.LE.BDMF
Head of Insurance Multi-Focus INSGEN.LE.EFMF
Operations
Regional / Divisional Head of Multi-Focus INSGEN.LE.GNMF
Insurance Operations
B.4 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Strategic Planning & Strategic Planning & Multi-Focus INSGEN.SD.SPMF
Development Development
Sales Head of Sales & Marketing Property & Casualty INSGEN.SA.FSPC
Multi-Focus INSGEN.SA.FSMF
Head of Sales Property & Casualty INSGEN.SA.HWPC
Multi-Focus INSGEN.SA.HWMF
Regional / Divisional Head of Commercial Lines INSGEN.SA.GOCL
Sales & Marketing
Personal Lines INSGEN.SA.GOPL
Property & Casualty INSGEN.SA.GOPC
Workers' Compensation INSGEN.SA.GOWC
Multi-Focus INSGEN.SA.GOMF
Regional / Divisional Head of Commercial Lines INSGEN.SA.RDCL
Sales
Personal Lines INSGEN.SA.RDPL
Property & Casualty INSGEN.SA.RDPC
Workers' Compensation INSGEN.SA.RDWC
Multi-Focus INSGEN.SA.RDMF
Head of Intermediary Property & Casualty INSGEN.SA.HNPC
Multi-Focus INSGEN.SA.HNMF
Intermediary External Independent Agent Management - INSGEN.SA.ITEC
Commercial Lines
External Independent Agent Management - Multi- INSGEN.SA.ITEM
Focus
External Independent Agent Management - INSGEN.SA.ITEP
Personal Lines
External Independent Agent Management - INSGEN.SA.ITEX
Property & Casualty
External Independent Agent Management - INSGEN.SA.ITEQ
Workers' Compensation
Internal Independent Agent Management - INSGEN.SA.ITIC
Commercial Lines
Internal Independent Agent Management - Multi- INSGEN.SA.ITIM
Focus
Internal Independent Agent Management - INSGEN.SA.ITIP
Personal Lines
Internal Independent Agent Management - Property INSGEN.SA.ITIX
& Casualty
McLagan B.5Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Sales Intermediary Internal Independent Agent Management - Workers' INSGEN.SA.ITIW
Compensation
Multi-Focus INSGEN.SA.ITMF
Support - Commercial Lines INSGEN.SA.ITSC
Support - Multi-Focus INSGEN.SA.ITSM
Support - Personal Lines INSGEN.SA.ITSP
Support - Property & Casualty INSGEN.SA.ITSX
Support - Workers' Compensation INSGEN.SA.ITSW
Agency Management Multi-Focus INSGEN.SA.AMMF
Bancassurance Bancassurance Sales INSGEN.SA.BABA
Key Account Management INSGEN.SA.BAKM
Support INSGEN.SA.BASU
Multi-Focus INSGEN.SA.BAMF
Captive Agency Property & Casualty INSGEN.SA.CAPC
Management
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' INSGEN.SA.CBEW
Compensation
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' INSGEN.SA.CBIW
Compensation
Multi-Focus INSGEN.SA.CBMF
Support - Commercial Lines INSGEN.SA.CBSC
B.6 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Sales Captive Agency Sales 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
Group Sales Administration RFP Response INSGEN.SA.GARF
Group Sales Support INSGEN.SA.GAGR
Group Sponsor Administration INSGEN.SA.GAGA
Head of Captive Agency Property & Casualty INSGEN.SA.HAPC
Management
Multi-Focus INSGEN.SA.HAMF
Head of Direct Response Property & Casualty INSGEN.SA.HFPC
Sales
Workers' Compensation INSGEN.SA.HFWC
Multi-Focus INSGEN.SA.HFMF
Head of Direct Retail & Property & Casualty INSGEN.SA.HGPC
Branch Sales
Multi-Focus INSGEN.SA.HGMF
Head of Group Sales Property & Casualty INSGEN.SA.HIPC
Multi-Focus INSGEN.SA.HIMF
McLagan B.7Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Sales Head of Insurance Corporate Property & Casualty INSGEN.SA.ICPC
Sales
Multi-Focus INSGEN.SA.ICMF
Insurance Corporate Sales Property & Casualty INSGEN.SA.IOPC
Multi-Focus INSGEN.SA.IOMF
Sales Planning Sales Planning INSGEN.SA.SLSP
Administration
Sales Support Multi-Focus INSGEN.SA.SSMF
Relationship Management Head of Intermediary Key Multi-Focus INSGEN.RM.HKMF
Account Management
Property & Casualty INSGEN.RM.HKPC
Group Sponsor Relationship Multi-Focus INSGEN.RM.GSMF
Management
Intermediary Key Account Commercial Lines INSGEN.RM.IKCL
Management
Personal Lines INSGEN.RM.IKPL
Property & Casualty INSGEN.RM.IKPC
Workers' Compensation INSGEN.RM.IKWC
Multi-Focus INSGEN.RM.IKMF
Licensing Administration Licensing Administrator Multi-Focus INSGEN.LA.LAMF
Actuarial Services Chief Actuary Property & Casualty INSGEN.AS.CAPC
Multi-Focus INSGEN.AS.CAMF
Fellow Capital INSGEN.AS.FECA
Commercial Lines INSGEN.AS.FECL
Personal Lines INSGEN.AS.FEPL
Pricing - Commercial Lines INSGEN.AS.FEPC
Pricing - Multi-Focus INSGEN.AS.FEPM
Pricing - Personal Lines INSGEN.AS.FEPP
Pricing - Property & Casualty INSGEN.AS.FEPY
Pricing - Workers' Compensation INSGEN.AS.FEPW
Property & Casualty INSGEN.AS.FEPR
B.8 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Actuarial Services Fellow Reserving - Commercial Lines INSGEN.AS.FERC
Reserving - Multi-Focus INSGEN.AS.FERM
Reserving - Personal Lines INSGEN.AS.FERP
Reserving - Property & Casualty INSGEN.AS.FERX
Reserving - Workers' Compensation INSGEN.AS.FERW
Workers' Compensation INSGEN.AS.FEWC
Multi-Focus INSGEN.AS.FEMF
Fellow Track Commercial Lines INSGEN.AS.FTCL
Personal Lines INSGEN.AS.FTPL
Property & Casualty INSGEN.AS.FTPC
Workers' Compensation INSGEN.AS.FTWC
Multi-Focus INSGEN.AS.FTMF
Career Actuarial Associate Commercial Lines INSGEN.AS.AACL
Personal Lines INSGEN.AS.AAPL
Property & Casualty INSGEN.AS.AAPC
Workers' Compensation INSGEN.AS.AAWC
Multi-Focus INSGEN.AS.AAMF
Student Property & Casualty INSGEN.AS.STPC
Multi-Focus INSGEN.AS.STMF
Actuarial Support Property & Casualty INSGEN.AS.ASPC
Multi-Focus INSGEN.AS.ASMF
Multi-Area Multi-Focus INSGEN.AS.MAMF
Product Management / Head of Product Commercial Lines INSGEN.PR.HPCL
Development Management & Development
Personal Lines INSGEN.PR.HPPL
Property & Casualty INSGEN.PR.HPPC
Workers' Compensation INSGEN.PR.HPWC
McLagan B.9Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Product Management / Head of Product Multi-Focus INSGEN.PR.HPMF
Development Management & Development
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
Product Management & Multi-Focus INSGEN.PR.PXMF
Development Support
Analytics, Modeling, & Insurance Pricing Multi-Focus INSGEN.AB.IPMF
Reporting
Predictive Analytics Multi-Focus INSGEN.AB.PAMF
Predictive Modeling Multi-Focus INSGEN.AB.PMMF
Multi-Area Multi-Focus INSGEN.AB.MAMF
Insurance Underwriting Chief Underwriting Officer Property & Casualty INSGEN.IU.CUPC
Multi-Focus INSGEN.IU.CUMF
Regional / Divisional Head of Commercial Lines INSGEN.IU.RDCL
Underwriting
Personal Lines INSGEN.IU.RDPL
Property & Casualty INSGEN.IU.RDPC
Workers' Compensation INSGEN.IU.RDWC
Multi-Focus INSGEN.IU.RDMF
Desk Underwriting Commercial Lines INSGEN.IU.DECL
Personal Lines INSGEN.IU.DEPL
Property & Casualty INSGEN.IU.DEPC
B.10 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Insurance Underwriting Desk Underwriting Workers' Compensation INSGEN.IU.DEWC
Doctor / Medical Medical INSGEN.IU.DRME
Underwriting
Field Underwriting Commercial Lines INSGEN.IU.FUCL
Personal Lines INSGEN.IU.FUPL
Property & Casualty INSGEN.IU.FUPC
Workers' Compensation INSGEN.IU.FUWC
Insurance Loss Control Commercial Lines INSGEN.IU.ILCL
Personal Lines INSGEN.IU.ILPL
Property & Casualty INSGEN.IU.ILPC
Workers' Compensation INSGEN.IU.ILWC
Premium Audit Commercial Lines INSGEN.IU.PACL
Property & Casualty INSGEN.IU.PAPC
Workers' Compensation INSGEN.IU.PAWC
Underwriting Support Commercial Lines INSGEN.IU.USCL
Personal Lines INSGEN.IU.USPL
Property & Casualty INSGEN.IU.USPC
Workers' Compensation INSGEN.IU.USWC
Multi-Focus INSGEN.IU.USMF
Insurance Underwriting – Commercial Lines INSGEN.IU.UMCL
Multi-Area
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 Multi-Focus INSGEN.CR.CCMF
Complaints & Escalation Multi-Focus INSGEN.CR.CEMF
McLagan B.11Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Client Service & Reporting Customer Service Multi-Focus INSGEN.CR.CSMF
Policy Administration Multi-Focus INSGEN.CR.PAMF
Service Quality Control Multi-Focus INSGEN.CR.SQMF
Claims Chief Claims Officer Multi-Focus INSGEN.CL.CIMF
Head of Claims Legal Property & Casualty INSGEN.CL.HLPC
Regional / Divisional Head of Commercial Lines INSGEN.CL.RHCL
Claims
Personal Lines INSGEN.CL.RHPL
Property & Casualty INSGEN.CL.RHPC
Workers' Compensation INSGEN.CL.RHWC
Regional / Divisional Head of Commercial Lines INSGEN.CL.RLCL
Claims Legal
Personal Lines INSGEN.CL.RLPL
Property & Casualty INSGEN.CL.RLPC
Workers' Compensation INSGEN.CL.RLWC
Adjusting Desk - Commercial Lines INSGEN.CL.ADDC
Desk - Personal Lines INSGEN.CL.ADDP
Desk - Property & Casualty INSGEN.CL.ADDX
Desk - Workers' Compensation INSGEN.CL.ADDW
Fast Track - Commercial Lines INSGEN.CL.ADFC
Fast Track - Personal Lines INSGEN.CL.ADFP
Fast Track - Property & Casualty INSGEN.CL.ADFX
Fast Track - Workers' Compensation INSGEN.CL.ADFW
Field - Commercial Lines INSGEN.CL.ADGC
Field - Personal Lines INSGEN.CL.ADGP
Field - Property & Casualty INSGEN.CL.ADGX
Field - Workers' Compensation INSGEN.CL.ADGW
Multi-Role - Commercial Lines INSGEN.CL.ADMC
B.12 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Claims Adjusting Multi-Role - Personal Lines INSGEN.CL.ADMP
Multi-Role - Property & Casualty INSGEN.CL.ADMX
Multi-Role - Workers' Compensation INSGEN.CL.ADMW
Appraising Desk - Commercial Lines INSGEN.CL.APDC
Desk - Personal Lines INSGEN.CL.APDP
Desk - Property & Casualty INSGEN.CL.APDX
Desk - Workers' Compensation INSGEN.CL.APDW
Field - Commercial Lines INSGEN.CL.APGC
Field - Personal Lines INSGEN.CL.APGP
Field - Property & Casualty INSGEN.CL.APGX
Field - Workers' Compensation INSGEN.CL.APGW
Case Coordinator Workers' Compensation INSGEN.CL.CCWC
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
Insurance Fraud Property & Casualty INSGEN.CL.IFPC
Management
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 Property & Casualty INSGEN.CL.MCPC
Management
Paralegal Property & Casualty INSGEN.CL.PLPC
McLagan B.13Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Claims Salvage Commercial Lines INSGEN.CL.SACL
Personal Lines INSGEN.CL.SAPL
Property & Casualty INSGEN.CL.SAPC
Subrogation Commercial Lines INSGEN.CL.SUCL
Personal Lines INSGEN.CL.SUPL
Property & Casualty INSGEN.CL.SUPC
Workers' Compensation INSGEN.CL.SUWC
Subrogation Attorney Commercial Lines INSGEN.CL.SYCL
Personal Lines INSGEN.CL.SYPL
Property & Casualty INSGEN.CL.SYPC
Workers' Compensation INSGEN.CL.SYWC
Vendor Management Property & Casualty INSGEN.CL.VMPC
Claims – Multi-Area Commercial Lines INSGEN.CL.LMCL
Personal Lines INSGEN.CL.LMPL
Multi-Focus INSGEN.CL.LMMF
Claims Support Commercial Lines INSGEN.CL.CUCL
Personal Lines INSGEN.CL.CUPL
Property & Casualty INSGEN.CL.CUPC
Workers' Compensation INSGEN.CL.CUWC
Multi-Focus INSGEN.CL.CUMF
Insurance Operations Property & Casualty / Central Operations INSGEN.IO.PCCO
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
B.14 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Function Area Focus Job Code
Insurance Operations Property & Casualty / Project Management - Property & Casualty INSGEN.IO.PCPM
General Insurance
Operations Wording Specialist INSGEN.IO.PCWS
Finance Payment Processing Multi-Focus INSGEN.FI.PPMF
Corporate & Business Administrative Support Multi-Focus INSGEN.CB.ASMF
Administration
McLagan B.15Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Leadership function is responsible for setting and executing the
organization's overall strategy across businesses, products, and
Leadership
infrastructure areas. The Leadership function is reserved for the firm's most
senior-level positions.
The Chief Executive Officer is responsible for the strategic direction of all
businesses of the firm. Approves annual and long-range objectives, policies,
Chief Executive Officer
and operating plans. Manages the firm in relationships with the Board of
Directors. Does not serve as Chairman of the board.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.LE.AIPC
business units.
Multi-Focus INSGEN.LE.AIMF
The Chief Operating Officer is responsible for providing direction,
coordination, and control for the effective and profitable operation of the
Chief Operating Officer 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.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.LE.AWPC
business units.
Multi-Focus INSGEN.LE.AWMF
The Chief Administrative Officer is responsible for all, or most, of the
organization’s administrative and support activities. Functions directed
Chief Administrative Officer
typically include operations, technology, legal, human resources, general
services, public relations, and other support areas.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.LE.ADPC
business units.
Multi-Focus INSGEN.LE.ADMF
The Chief Executive Officer - Business Unit is responsible for the business
unit's annual and long-term business and financial results. Approves and is
Chief Executive Officer - Business
responsible for the execution of all strategic, financial, and operating plans
Unit
and policies. The most senior management position within a major business
unit.
The Commercial Lines focus specializes in primarily selling and/or supporting
Commercial Lines INSGEN.LE.AJCL
the sale of commercial property and casualty insurance coverage.
The Personal Lines focus specializes in providing insurance products to
Personal Lines INSGEN.LE.AJPL
individuals, including personal auto, homeowners, and umbrella.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.LE.AJPC
business units.
The Workers’ Compensation focus specializes in providing wage replacement
Workers' Compensation and medical benefits to employees injured in the course of work, in exchange INSGEN.LE.AJWC
for the employee waiving the right to sue their employer for negligence.
Multi-Focus INSGEN.LE.AJMF
The Chief Operating Officer - Business Unit is responsible for providing
direction, coordination, and control for the effective and profitable operation of
Chief Operating Officer - Business
the business unit. Counsels the unit’s Chief Executive Officer on planning the
Unit
scope and direction of all firm operations. Presents recommendations on
future plans and objectives.
The Commercial Lines focus specializes in primarily selling and/or supporting
Commercial Lines INSGEN.LE.AXCL
the sale of commercial property and casualty insurance coverage.
The Personal Lines focus specializes in providing insurance products to
Personal Lines INSGEN.LE.AXPL
individuals, including personal auto, homeowners, and umbrella.
B.16 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.LE.AXPC
business units.
The Workers’ Compensation focus specializes in providing wage replacement
Workers' Compensation and medical benefits to employees injured in the course of work, in exchange INSGEN.LE.AXWC
for the employee waiving the right to sue their employer for negligence.
Multi-Focus INSGEN.LE.AXMF
The Chief Administrative Officer - Business Unit is responsible for working
closely with the business unit Chief Executive Officer and senior
Chief Administrative Officer -
management on strategic business planning, policy development, and
Business Unit
problem solving. Single-incumbent position responsible for administrative,
financial, and support activities of the business unit.
The Commercial Lines focus specializes in primarily selling and/or supporting
Commercial Lines INSGEN.LE.AECL
the sale of commercial property and casualty insurance coverage.
The Personal Lines focus specializes in providing insurance products to
Personal Lines INSGEN.LE.AEPL
individuals, including personal auto, homeowners, and umbrella.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.LE.AEPC
business units.
The Workers’ Compensation focus specializes in providing wage replacement
Workers' Compensation and medical benefits to employees injured in the course of work, in exchange INSGEN.LE.AEWC
for the employee waiving the right to sue their employer for negligence.
Multi-Focus INSGEN.LE.AEMF
The Chief Investment Officer is responsible for the results of the
organization’s Investment Management business. Responsibilities include
Chief Investment Officer
setting investment policy, and directing all Portfolio Management, Research,
Trading, Investment Strategy, and Risk Management functions.
Multi-Focus INSGEN.LE.AQMF
The Head of Operations & Technology is responsible for firm’s Operations,
and Information Systems and Technology functions. Develops, recommends,
Head of Operations & Technology and administers company policies and programs, and operating and strategic
plans. Directs heads of Operations and Information Technology in program
implementation, manages staff, and more.
Multi-Focus INSGEN.LE.FBMF
The Chief Strategy Officer is responsible for the development and
management of corporate-wide strategic initiatives. Has a vast knowledge of
Chief Strategy Officer
the business and market, and is a key advisor to the Chief Executive Officer
or other senior executives on strategic priorities.
Multi-Focus INSGEN.LE.BDMF
The Head of Insurance Operations is responsible for the firm’s insurance
operations. Develops budgets and business plans. In conjunction with
Head of Insurance Operations management, develops, implements, and administers operations policies and
programs. Those also responsible for overall infrastructure should be
matched to Chief Operating Officer.
Multi-Focus INSGEN.LE.EFMF
The Regional / Divisional Head of Insurance Operations is responsible for the
firm's insurance operations within a particular region or division within the
Regional / Divisional Head of
firm. Develops budgets and business plans for the Operations department.
Insurance Operations
Develops, implements, and administers policies and programs affecting the
operations with management.
Multi-Focus INSGEN.LE.GNMF
McLagan B.17Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Strategic Planning & Development function is responsible for developing
Strategic Planning & Development strategies for new business or sales channels and markets relating to the
firm's distribution activities.
The Strategic Planning & Development area is responsible for developing
strategies for new insurance business, sales channels, and/or markets
Strategic Planning & Development relating to the firm's sales activities. Ability to coordinate internal and external
parties, quantitative and analytic skills, and project management skills are
required.
Multi-Focus INSGEN.SD.SPMF
The Sales function is responsible for new business and revenue generation,
supporting customers in finding products, solutions, and services that best
Sales
meet their needs. Sets the direction and policies for sales activities, and
manages the execution of these plans.
The Head of Sales & Marketing is responsible for overseeing the business’
sales and marketing activities across all business lines and client segments.
Head of Sales & Marketing Manages staff, defines strategy, and assists and leads in sales and
relationship management activities with the largest, and/or most important
prospects and accounts.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.FSPC
business units.
Multi-Focus INSGEN.SA.FSMF
The Head of Sales is responsible for the overall leadership of sales and
business development activities, including planning and implementation,
Head of Sales marketing, and product development programs targeted for existing and new
markets. Also fosters firm relationships with industry organizations, clients,
and outside parties.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.HWPC
business units.
Multi-Focus INSGEN.SA.HWMF
The Regional / Divisional Head of Sales & Marketing is responsible for
Regional / Divisional Head of Sales working closely with other senior heads, representing the firm in dealings, as
& Marketing well as the strategy, development, and implementation of business initiatives.
Match only if responsible for both sales and marketing.
The Commercial Lines focus specializes in primarily selling and/or supporting
Commercial Lines INSGEN.SA.GOCL
the sale of commercial property and casualty insurance coverage.
The Personal Lines focus specializes in providing insurance products to
Personal Lines INSGEN.SA.GOPL
individuals, including personal auto, homeowners, and umbrella.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.GOPC
business units.
The Workers’ Compensation focus specializes in providing wage replacement
Workers' Compensation and medical benefits to employees injured in the course of work, in exchange INSGEN.SA.GOWC
for the employee waiving the right to sue their employer for negligence.
Multi-Focus INSGEN.SA.GOMF
The Regional / Divisional Head of Sales is responsible for working closely
with other senior heads, and representing the firm in dealings with clients and
Regional / Divisional Head of Sales external bodies. Oversees strategy, development, and implementation of
business initiatives. The most senior management role in the Sales function
within a region or division.
The Commercial Lines focus specializes in primarily selling and/or supporting
Commercial Lines INSGEN.SA.RDCL
the sale of commercial property and casualty insurance coverage.
The Personal Lines focus specializes in providing insurance products to
Personal Lines INSGEN.SA.RDPL
individuals, including personal auto, homeowners, and umbrella.
B.18 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.RDPC
business units.
The Workers’ Compensation focus specializes in providing wage replacement
Workers' Compensation and medical benefits to employees injured in the course of work, in exchange INSGEN.SA.RDWC
for the employee waiving the right to sue their employer for negligence.
Multi-Focus INSGEN.SA.RDMF
The Head of Intermediary is responsible for leading the Intermediary
business’ sales activities. Manages independent agents directly and/or
Head of Intermediary through regional sales managers. Helps develop and implement strategy,
assign and manage territories, and contribute to product development with
senior management.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.HNPC
business units.
Multi-Focus INSGEN.SA.HNMF
The Intermediary area is responsible for the selling the firm's products and
Intermediary services through non-affiliated or third-party intermediaries who, in turn, sell
these products to individuals.
The External Independent Agent Management - Commercial Lines focus
External Independent Agent specializes in primarily selling and/or supporting the sale of commercial
INSGEN.SA.ITEC
Management - Commercial Lines property and casualty insurance coverage. Maintains relationships with
individual producers at independent agents/brokers. Largely field-based.
The External Independent Agent Management - Multi-Focus specializes in
External Independent Agent primarily selling and/or supporting the sale of property and casualty insurance
INSGEN.SA.ITEM
Management - Multi-Focus coverage. Maintains relationships with individual producers at independent
agents/brokers. Largely field-based.
The External Independent Agent Management - Personal Lines focus
External Independent Agent specializes in primarily selling and/or supporting the sale of personal lines
INSGEN.SA.ITEP
Management - Personal Lines insurance coverage. Maintains relationships with individual producers at
independent agents/brokers. Largely field-based.
The External Independent Agent Management - Property & Casualty focus
External Independent Agent
specializes in primarily selling and/or supporting the sale of property and
Management - Property & INSGEN.SA.ITEX
casualty insurance coverage. Maintains relationships with individual
Casualty
producers at independent agents/brokers. Largely field-based.
The External Independent Agent Management - Workers' Compensation
External Independent Agent
focus specializes in primarily selling and/or supporting the sale of workers'
Management - Workers' INSGEN.SA.ITEQ
compensation insurance coverage. Maintains relationships with individual
Compensation
producers at independent agents/brokers. Largely field-based.
The Internal Independent Agent Management - Commercial Lines focus
Internal Independent Agent specializes in primarily selling and/or supporting the sale of commercial
INSGEN.SA.ITIC
Management - Commercial Lines property and casualty insurance coverage. Maintains relationships with
individual producers at independent agents/brokers. Largely home-based.
The Internal Independent Agent Management - Multi-Focus specializes in
Internal Independent Agent primarily selling and/or supporting the sale of property and casualty insurance
INSGEN.SA.ITIM
Management - Multi-Focus coverage. Maintains relationships with individual producers at independent
agents/brokers. Largely home-based.
The Internal Independent Agent Management - Personal Lines focus
Internal Independent Agent specializes in primarily selling and/or supporting the sale of personal lines
INSGEN.SA.ITIP
Management - Personal Lines insurance coverage. Maintains relationships with individual producers at
independent agents/brokers. Largely home-based.
The Internal Independent Agent Management - Property & Casualty focus
Internal Independent Agent
specializes in primarily selling and/or supporting the sale of property and
Management - Property & INSGEN.SA.ITIX
casualty insurance coverage. Maintains relationships with individual
Casualty
producers at independent agents/brokers. Largely home-based.
McLagan B.19Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Internal Independent Agent Management - Workers' Compensation focus
Internal Independent Agent
specializes in primarily selling and/or supporting the sale of workers'
Management - Workers' INSGEN.SA.ITIW
compensation insurance coverage. Maintains relationships with individual
Compensation
producers at independent agents/brokers. Largely home-based.
The Multi-Focus attribute is typically reserved for roles that either: (1) are fully
described by their area or function description; or (2) span multiple
Multi-Focus INSGEN.SA.ITMF
disciplines, products, or focuses of expertise. *Only match to this role in
Europe and Asia surveys.
The Support - Commercial Lines focus specializes in providing sales
assistance to agents and brokers supporting the Commercial Lines, including
Support - Commercial Lines providing sales materials and answering product questions. Only match if INSGEN.SA.ITSC
dedicated to sales and not responsible for other tasks (e.g., customer service,
underwriting, or claims).
The Support - Multi-Focus specializes in providing sales assistance to agents
and brokers, including providing sales materials and answering product
Support - Multi-Focus INSGEN.SA.ITSM
questions. Only match if dedicated to sales and not responsible for other
tasks (e.g., customer service, underwriting, or claims).
The Support - Personal Lines focus specializes in providing sales assistance
to agents and brokers supporting the Personal Lines business, including
Support - Personal Lines providing sales materials and answering product questions. Only match if INSGEN.SA.ITSP
dedicated to sales and not responsible for other tasks (e.g., customer service,
underwriting, or claims).
The Support – Property & Casualty focus specializes in providing sales
assistance to agents and brokers supporting the Property and Casualty
Support - Property & Casualty business, including providing sales materials and answering product INSGEN.SA.ITSX
questions. Only match if dedicated to sales and not responsible for other
tasks (e.g., customer service, underwriting, or claims).
The Support - Workers' Compensation focus specializes in providing sales
assistance to agents and brokers supporting the Workers' Compensation
Support - Workers'
business, including providing sales materials and answering product INSGEN.SA.ITSW
Compensation
questions. Only match if dedicated to sales and not responsible for other
tasks (e.g., customer service, underwriting, or claims).
The Agency Management area is responsible for providing general
Agency Management management to all activities related to overall agency operation, including
agency administration, training, development, support, etc.
Multi-Focus INSGEN.SA.AMMF
The Bancassurance area is responsible for the generation of revenues by
Bancassurance promoting insurance products and services to individual clients via various
bancassurance channels (e.g., banks, securities, post offices, etc.).
The Bancassurance Sales focus specializes in developing sales promotions
Bancassurance Sales and providing product training to banks, securities companies, and post INSGEN.SA.BABA
offices to drive sales with existing and prospective customers.
The Key Account Management focus specializes in managing relationships
Key Account Management with major bancassurance channels. May also be responsible for the INSGEN.SA.BAKM
development of new bancassurance channels.
The Support focus specializes in responding to product inquiries from
Support INSGEN.SA.BASU
bancassurance channels (e.g., banks, securities, post offices, etc.).
Multi-Focus INSGEN.SA.BAMF
The Captive Agency Management area is responsible for directing the
captive agency sales effort. Develops and manages the execution of the
Captive Agency Management business plans and objectives, and establishes annual and long-term
operating policies. Captive agency managers contribute to new product
development and lead marketing initiatives.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.CAPC
business units.
Multi-Focus INSGEN.SA.CAMF
B.20 McLagan Job Catalogue | Proprietary and ConfidentialInsurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Captive Agency Sales area is responsible for promoting and/or
Captive Agency Sales supporting the sale of insurance products through individual captive agency
producers.
The External Captive Agent Sales - Commercial Lines focus specializes in
External Captive Agent Sales - selling and/or supporting the sale of commercial property and casualty
INSGEN.SA.CBEC
Commercial Lines insurance coverage. Maintains relationships with captive or exclusive agency
producers. Largely field-based.
The External Captive Agent Sales - Multi-Focus specializes in selling and/or
External Captive Agent Sales -
supporting the sale of property and casualty insurance coverage. Maintains INSGEN.SA.CBEM
Multi-Focus
relationships with captive or exclusive agency producers. Largely field-based.
The External Captive Agent Sales - Personal Lines focus specializes in
External Captive Agent Sales - selling and/or supporting the sale of personal lines insurance coverage.
INSGEN.SA.CBEP
Personal Lines Maintains relationships with captive or exclusive agency producers. Largely
field-based.
The External Captive Agent Sales - Property & Casualty Lines focus
External Captive Agent Sales - specializes in selling and/or supporting the sale of property and casualty
INSGEN.SA.CBEX
Property & Casualty insurance coverage. Maintains relationships with captive or exclusive agency
producers. Largely field-based.
The External Captive Agent Sales - Workers' Compensation focus specializes
External Captive Agent Sales - in selling and/or supporting the sale of workers' compensation insurance
INSGEN.SA.CBEW
Workers' Compensation coverage. Maintains relationships with captive or exclusive agency
producers. Largely field-based.
The Internal Captive Agent Sales - Commercial Lines focus specializes in
Internal Captive Agent Sales - primarily selling and/or supporting the sale of commercial property and
INSGEN.SA.CBIC
Commercial Lines casualty insurance coverage. Maintains relationships with individual captive
agent producers. Home-based.
The Internal Captive Agent Sales - Multi-Focus specializes in primarily selling
Internal Captive Agent Sales -
and/or supporting the sale of property and casualty insurance coverage. INSGEN.SA.CBIM
Multi-Focus
Maintains relationships with individual captive agent producers. Home-based.
The Internal Captive Agent Sales - Personal Lines focus specializes in
Internal Captive Agent Sales - primarily selling and/or supporting the sale of personal lines insurance
INSGEN.SA.CBIP
Personal Lines coverage. Maintains relationships with individual captive agent producers.
Home-based.
The Internal Captive Agent Sales - Property & Casualty focus specializes in
Internal Captive Agent Sales - primarily selling and/or supporting the sale of property and casualty insurance
INSGEN.SA.CBIX
Property & Casualty coverage. Maintains relationships with individual captive agent producers.
Home-based.
The Internal Captive Agent Sales - Workers' Compensation focus specializes
Internal Captive Agent Sales - in primarily selling and/or supporting the sale of workers' compensation
INSGEN.SA.CBIW
Workers' Compensation insurance coverage. Maintains relationships with individual captive agent
producers. Home-based.
The Multi-Focus attribute is typically reserved for roles that either: (1) are fully
described by their area or function description; or (2) span multiple
Multi-Focus INSGEN.SA.CBMF
disciplines, products, or focuses of expertise. *Only match to this role in
Europe and Asia surveys.
The Support - Commercial Lines focus specializes in providing sales
assistance to agents and brokers supporting the Commercial Lines, including
Support - Commercial Lines providing sales materials and answering product questions. Only match if INSGEN.SA.CBSC
dedicated to sales and not responsible for other tasks (e.g., customer service,
underwriting, or claims).
The Support - Multi-Focus specializes in providing sales assistance to agents
and brokers, including providing sales materials and answering product
Support - Multi-Focus INSGEN.SA.CBSM
questions. Only match if dedicated to sales and not responsible for other
tasks (e.g., customer service, underwriting, or claims).
The Support - Personal Lines focus specializes in providing sales assistance
to agents and brokers supporting the Personal Lines business, including
Support - Personal Lines providing sales materials and answering product questions. Only match if INSGEN.SA.CBSP
dedicated to sales and not responsible for other tasks (e.g., customer service,
underwriting, or claims).
McLagan B.21Insurance (INS) Benchmark Code Structure
Property & Casualty / General Insurance (GEN) _ _.INSGEN._ _._ _ _ _._ _
Definitions
Job Attribute Definition Job Code
The Support – Property & Casualty focus specializes in providing sales
assistance to agents and brokers supporting the Property and Casualty
Support - Property & Casualty business, including providing sales materials and answering product INSGEN.SA.CBSX
questions. Only match if dedicated to sales and not responsible for other
tasks (e.g., customer service, underwriting, or claims).
The Support - Workers' Compensation focus specializes in providing sales
assistance to agents and brokers supporting the Workers' Compensation
Support - Workers'
business, including providing sales materials and answering product INSGEN.SA.CBSW
Compensation
questions. Only match if dedicated to sales and not responsible for other
tasks (e.g., customer service, underwriting, or claims).
The Direct Professional Sales area is responsible for promoting insurance
Direct Professional Sales products and services to clients. This position operates largely in the field.
Sales representatives may be aligned to individual products or regions.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.DPPC
business units.
The Workers’ Compensation focus specializes in providing wage replacement
Workers' Compensation and medical benefits to employees injured in the course of work, in exchange INSGEN.SA.DPWC
for the employee waiving the right to sue their employer for negligence.
Multi-Focus INSGEN.SA.DPMF
The Direct Response Sales area is responsible for promoting insurance
Direct Response Sales products directly to individual clients. This position sits in a call center, and
handles inbound and/or outbound calls.
The Telemarketing Inbound focus specializes in handling inbound calls from
Telemarketing Inbound potential customers, analyzing long-term insurance needs of individual INSGEN.SA.DRTI
clients, and providing optimal solutions in order to drive sales.
The Telemarketing Outbound focus specializes in making outbound calls to
Telemarketing Outbound potential customers, analyzing long-term insurance needs of individual INSGEN.SA.DRTO
clients, and providing optimal solutions in order to drive sales.
Multi-Focus INSGEN.SA.DRMF
The Direct Retail & Branch Sales area is responsible for promoting and
Direct Retail & Branch Sales selling insurance products directly to individual clients. This position sits in
branch offices that the customer can visit directly.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.DBPC
business units.
Multi-Focus INSGEN.SA.DBMF
The Group Sales area is responsible for promoting and supporting group
Group Sales insurance plans to employer and affinity group sponsors. Develops and
maintains relationships with benefits consultants and brokers.
The Property & Casualty focus specializes in providing support to the
Property & Casualty Property and Casualty business overall, or to multiple Property and Casualty INSGEN.SA.GSPC
business units.
Multi-Focus INSGEN.SA.GSMF
The Group Sales Administration area is responsible for supporting the sale of
Group Sales Administration
group products.
The RFP Response focus specializes in coordinating and/or executing the
organization's response to requests for proposals (RFPs) for group insurance
RFP Response INSGEN.SA.GARF
plan services. Employees may also coordinate and execute responses to
benefits consultant questionnaires.
The Group Sales Support focus specializes in responding to sales-related
Group Sales Support INSGEN.SA.GAGR
inquiries from prospects, group sales representatives, and/or brokers.
B.22 McLagan Job Catalogue | Proprietary and ConfidentialYou can also read
