ICBA Coverage Insurance, Analyst

Purpose

To establish and nurture profitable partnerships with both corporate and individual clients. It serves as the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

• Manage client relationships to identify financial goals, challenges, and risk tolerance; support analysis of data from various sources, including investment portfolios and cash flow, to identify trends, insights, areas for improvement, and additional services to meet client needs.
• Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design customized solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms beneficial for both the client and the bank.
• Provide guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends to sustain a positive relationship.
• Assess financial, legal, and operational risks associated with client relationships and implement measures to minimize potential losses.
• Document all client interactions, transactions, and agreements to ensure transparency and auditability; communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Analyst Expectations

• Perform prescribed activities in a timely manner and to a high standard, consistently driving continuous improvement.
• Demonstrate in-depth technical knowledge and experience in the assigned area of expertise; maintain thorough understanding of underlying principles and concepts.
• Lead and supervise a team, guiding professional development, allocating work requirements, and coordinating team resources.
• If in a leadership role, demonstrate leadership behaviours to create an environment for colleagues to thrive and deliver consistently excellent results. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• For individual contributors, develop technical expertise and act as an advisor where appropriate.
• Impact the work of related teams within the area and partner with other functions and business areas.
• Take responsibility for end results of a team’s operational processing and activities; escalate policy or procedure breaches appropriately.
• Embed new policies or procedures adopted due to risk mitigation; advise and influence decision-making within the own area of expertise.
• Own risk management and strengthen controls related to assigned work; deliver in line with applicable rules, regulations, and codes of conduct.
• Maintain and continually build understanding of how the sub-function integrates with the broader function, including knowledge of the organization’s products, services, and processes.
• Demonstrate how areas coordinate and contribute to achieving the organization’s objectives.
• Make evaluative judgments based on factual information with attention to detail.
• Resolve problems by identifying and selecting solutions guided by precedent and technical experience.
• Guide and persuade team members and communicate complex or sensitive information.
• Serve as a point of contact for stakeholders outside the immediate function and build a network of contacts inside and outside the organization.

All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship—our moral compass—helping us do what we believe is right. They are also expected to demonstrate the Barclays Mindset—to Empower, Challenge, and Drive—the operating manual for how we behave.

Role Overview: ICBA Coverage Insurance, Analyst

Join Barclays as an ICBA Coverage Insurance Analyst, responsible for evaluating, validating, and supporting insurance coverage solutions for community bank clients. This role ensures that insurance programs align with regulatory requirements, risk management needs, and ICBA best practices. The analyst works closely with producers, carriers, and bank stakeholders to evaluate coverage, identify gaps, and provide technical insurance support. You will review and analyze insurance policies including commercial lines, professional liability, bank package policies, cyber, D&O, EPLI, and related coverages. Assess coverage adequacy and identify gaps, overlaps, or exposures for community bank clients. You will also evaluate policy terms, endorsements, exclusions, and limits to ensure alignment with ICBA standards and regulatory expectations.

Qualifications & Skills

To be successful as an ICBA Coverage Insurance Analyst, you should have experience with:

• Corporate Financing
• Proficiency in Microsoft Office Suite
• Financial Modelling
• Interpreting multi-layered insurance contracts and regulatory requirements

Additional valued skills may include:

• Insurance experience
• Series SEI, 63, 79
• Detail-oriented with thorough assessing and documentation skills

You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

Location & Regulation

This role is located in New York, NY.

This role is regulated by FINRA.

Compensation

Minimum Salary: $75,000

Maximum Salary: $125,000

The minimum and maximum salary/rate information include base salary or base hourly rate and do not include other compensation or benefits that may be available.