Qureos Mentor

Lockton

<div>
 
 
 Working at Lockton
 
 
 
 At Lockton, we&rsquo;re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented, and always striving to make ourselves and those around us better. We&rsquo;re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
 
 
 you belong here
 
 
 .
 
 
 The
 
 Legal Affairs &amp; Compliance Associate
 
 will play a key part in Lockton business operation. The primary objective of this role is to assist in taking a proactive stance in devising solutions for business challenges, offering strategic advice, training, and guidance in the formulation of Lockton policies and procedures. This position demands maintaining exemplary professional standards that comply with legal and regulatory mandates, as well as upholding our ethical obligations and responsibilities towards our clientele, ensuring equitable treatment and effective management of conflicts of interest.
 
 
 Furthermore, it involves extending comprehensive support across all operational facets within the Legal &amp; Compliance Unit, fostering an environment of compliance excellence and strategic alignment.
 
 
 
 Your Responsibilities:
 
 
 
 
 
 Legal:
 
 
 
 
 
 Legal Advisory
 
 
 <ul>
 <li>
 Provide expert legal research on Egypt laws and regulations.
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 Support contract drafting, review, and negotiation.
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 Assist in interpreting new laws and market practices.
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 Assist in tracking, documenting and reporting litigation and dispute resolution matters.
 </li>
 </ul>
 
 
 Training &amp; Policy Development
 
 
 <ul>
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 Update compliance policies and procedures.
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 Promote awareness of legal and ethical standards.
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 </ul>
 
 
 Privacy &amp; Data Protection
 
 
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 Guide teams on data privacy issues including breach management and remediation.
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 Collaborate with international privacy teams to ensure local compliance.
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 </ul>
 
 
 Stakeholder Engagement
 
 
 <ul>
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 Work closely with business leaders, legal, audit, and privacy teams.
 </li>
 </ul>
 
 
 
 Compliance:
 
 
 
 <ul>
 <li>
 Implement compliance policies and procedures aligned with local regulations and industry best practices.
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 Regularly review and update compliance frameworks to ensure ongoing adherence to evolving regulatory requirements.
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 Continuously monitor updates in regulatory frameworks and new legislation that could impact the organization or the business operation.
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 Reviewing and updating the compliance manuals and ensuring they are aligned with the latest regulatory developments and legislations.
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 Assist in Instituting robust procedures to minimize the risks associated with financial crimes, money laundering, bribery, and corruption within our operations.
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 Ensure adequate onboarding process and procedures for new clients, markets and third parties.
 </li>
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 Ensure all compliance registers including but not limited to PEPs, declined cases, regulatory and procedural breaches are updated.
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 Regulatory reporting, submissions of information request, questionnaires, thematic reviews and other regulatory requests &amp; correspondence.
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 Licenses management and timely renewal.
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 Reviewing contractual agreements including NDAs, SLAs, TOBAs, Engagement letters, letter of undertaking, vendor agreements, etc.
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 Conducting internal audits to ensure that associates are complying with internal policies and procedures.
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 Guaranteeing the comprehensive documentation of case notes, especially for exceptional approvals
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 Elevating irregularities and sanctioning decisions to the upper management.
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 Participation in other compliance related projects and tasks such as data protection, E&amp;O, COI, external audits, regulatory request, etc.
 </li>
 </ul>
 
 
 Qualifications and Experience
 
 
 
 
 knowledge and Experience:
 
 
 <ul>
 <li>
 6 months to 1 year experience of working in legal and compliance, preferably in the insurance industry.
 </li>
 <li>
 A legal background or past experience in reviewing contractual agreements.
 </li>
 <li>
 Willingness and ability to continue to develop knowledge of the insurance industry and enrol through formal and informal learning.
 </li>
 <li>
 A good understanding of insurance broking business is a plus.
 </li>
 </ul>
 
 
 Qualifications
 
 
 <ul>
 <li>
 Bachelor's degree in law (English section).
 </li>
 </ul>
 
 
 Personal Skills
 
 
 <ul>
 <li>
 Proven ability to be flexible and adaptable to changing environment.
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 Ability to communicate in both Arabic &amp; English effectively and professionally both verbally and in writing internally and with external parties.
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 Ability to manage time, prioritize and ensure that deadlines are met and when under pressure without compromising quality.
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 Proven experience in analytical and problem-solving skills, including research and investigation.
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 Proven ability in problem solving skills, including the ability to resolve unusual and complex issues and devise actionable solutions.
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 Conscientious with a keen attention to detail.
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 </ul>
 
 
 Equal Opportunity Employer
 
 
 
 Lockton is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive and diverse culture and environment where our people, clients and communities are treated with respect and dignity.
 
 
 At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates, and thrives because of our breadth of differences. As such, we recognize that recruiting, developing, and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
 
 
 
 About Lockton
 
 
 
 Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what&rsquo;s right every day.
 
 
 At Lockton, we believe in the power of all people. You belong at Lockton.
 
 
 
 How We Will Support You
 
 
 
 At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
 
 <ul>
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 Competitive Salary and Benefits Package
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 Professional experience in a truly global company that is reshaping the industry
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 Excellent growth opportunities
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 Benefit from a collaborative approach with in-country specialists to assist you in driving growth
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 Support, coaching and development to help you to be the best you can be
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 </ul>
 
 
</div>

Legal Affairs & Compliance Associate

<div>
 
 Lockton are actively looking for an experienced Account Handler to join the Corporate Risks team in Muscat, Oman.
 
 
 
 
 
 The purpose of the Account Handler role is to develop, manage, preserve, and enhance the relationship with and the service provided to clients. This role will also ensure overall core servicing standards are maintained, contribute towards expanded client service revenue goals, including assisting in the acquisition of new business when required.
 
 
 
 
 
 You will also be tasked with the provision of management and administration support services for an allocated sizeable portfolio of clients. To aid in the overall administration support provision to corporate risks team/brokers ensuring that the business is retained and developed.
 
 
 
 
 
 
 Key Tasks and Duties
 
 
 
 
 
 <ul>
 <li>
 Act as the primary point of contact for assigned clients.
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 Identify a client&rsquo;s risk management objectives.
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 Agree and implement a client service plan and annual timetable of visits appropriate to the size and complexity of the client, to build commitment, develop relationships and review our performance.
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 Implement, monitor, and control the renewal procedure.
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 Assist in the placement and renewal of insurance policies.
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 Prepare policy documentation, endorsements, and certificates of insurance.
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 Advise upon changes in perceived risk exposures.
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 Ensure accuracy and compliance with policy terms and conditions.
 </li>
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 Co-ordinate the use of other Lockton specialist teams where required.
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 Work closely and collaborate with underwriters to negotiate policy terms, coverage and pricing.
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 Assist clients in the event of major claims and ensure overall claims service provided is to the agreed Lockton standards.
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 Ensure that clients understand the Lockton cash collection terms and monitor and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
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 Review with appropriate associates at the earliest opportunity, any case under attack or where perceived vulnerable or where there are concerns about the relationship.
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 Build and maintain strong client relationships by understanding their business and risk management needs.
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 Maintain renewal income to at least budgeted levels and in line with set and agreed personal objectives.
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 Identify and progress new business leads by supporting business development initiatives and providing input on potential opportunities for growth.
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 Responsible for client&rsquo;s KYC and compliance documents as per Lockton&rsquo;s guidelines.
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 Screening clients and verifying KYC documents.
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 Working with Technical and Compliance Departments for clients&rsquo; onboarding.
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 Preparation of accurate checklists, billings and policy/endorsement admin processing matters in a timely manner once received from the Insurer.
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 Maintaining proper file archives, saving all policy documents, endorsement, and compliance documents
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 </ul>
 
 
 
 
 
 Candidate Experience:
 
 
 
 
 
 <ul>
 <li>
 Broking experience and strong understanding of the Omani market with both client management and market placement exposure on the main corporate lines such as PAR, CGL, WCEL, Money, FG, PI, CAR etc. As well as basic knowledge of other specialized risks.
 </li>
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 Experienced in working in a fast-paced environment with very short TATs.
 </li>
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 Have good technical knowledge with the ability to explain the various policy terms and conditions to clients and to negotiate terms with insurers to the best interest of the clients.
 </li>
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 Ability to manage multiple accounts, prioritize tasks, and meet deadlines under pressure.
 </li>
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 Capable of analyzing policy terms and identifying potential gaps in coverage.
 </li>
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 A minimum of 3-5 years of experience working as an insurance broker.
 </li>
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 Willingness and ability to continue to develop knowledge through formal and informal learning, both internal and external to the company.
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 Knowledge of the resources available within Lockton and how to source such services.
 </li>
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 An understanding of Corporate Risk lines of business is preferred.
 </li>
 </ul>
 
 
 
 
 
 About Lockton MENA
 
 
 
 
 
 
 Headquartered in Dubai (UAE), with 400+ associates providing (re)insurance and people solutions, we have strength in handling major corporate clients in UAE and throughout the region. Offering innovation in our solutions, we service clients across the Middle East, North Africa and Pakistan customising the best protections for them.
 
 
 
 
 
 Lockton MENA was the first broker to achieve its own Lloyd&rsquo;s Broker license in the Middle East and holds an exclusive global partnership with the Chartered Insurance Institute (CII) under the International Professional Partner Firm (IPPF), demonstrating high professional standards and best practices, that distinguish the company among its peers in the industry.
 
 
 
 
 
 From our headquarters in Dubai, Lockton MENA has expanded operations into the UAE, Egypt, Jordan, Morocco, Oman and the Kingdom of Saudi Arabia.
 
 
 
</div>

Account Handler - Corporate Risks (Oman)

<div>
 
 
 Your Responsibilities
 
 
 
 
 
 Purpose of the role
 
 
 
 This role focuses on delivering high-level executive support to the UAE CEO, contributing to the smooth and efficient running of the office and enabling the CEO to focus on strategic priorities. in a dynamic and fast-paced executive environment. This role goes beyond traditional administrative support, requiring board-level exposure, cross-functional communication skills, and the ability to
 
 
 act as a trusted advisor and extension of the CEO. The successful candidate will provide strategic support, manage high-level stakeholder relationships, and help drive key executive initiatives.
 
 
 
 
 Your Responsibilities
 
 
 
 
 <ul>
 <li>
 Board &amp; Executive Support:
 </li>
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 Coordinate all aspects of board and executive committee meetings, including scheduling, agenda preparation, distribution of pre-reads, and taking and circulating detailed minutes.
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 Ensure the CEO is fully briefed and prepared for board meetings, investor updates, and leadership reviews.
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 Track and follow up on board action items and ensure timely execution of resolutions.
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 Maintain accurate records of board and governance documentation in strict confidence.
 
 
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 </ul>
 </ul>
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 Executive-Level Communication:
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 Draft, proofread, and manage high-level internal and external communications on behalf of the CEO.
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 Serve as the first point of contact between the CEO and senior stakeholders, clients, partners, board members, and regulators.
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 Represent the CEO with professionalism and discretion in all communications.
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 Prepare executive briefing notes, business updates, and presentations for external meetings and strategic engagements.
 
 
 </li>
 </ul>
 </ul>
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 Stakeholder &amp; Relationship Management:
 </li>
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 Liaise effectively with C-suite executives, board members, clients, vendors, and internal departments on behalf of the CEO.
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 Build and maintain trusted relationships with key external and internal stakeholders.
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 Support the CEO in investor, client, and regulatory engagement activities.
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 Coordinate executive-level events, including leadership retreats, investor meetings, and confidential off-site engagements.
 
 
 </li>
 </ul>
 </ul>
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 Project &amp; Strategic Support:
 </li>
 <ul>
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 Assist in the tracking and management of strategic projects, ensuring progress, timelines, and deliverables are maintained.
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 Prepare executive dashboards, reports, and summaries from leadership meetings or strategic initiatives.
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 Conduct research and prepare reports and recommendations on market intelligence, competitors, or business opportunities as required.
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 Ensure the CEO&rsquo;s office is operating in alignment with the broader goals of the business.
 
 
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 </ul>
 </ul>
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 Executive Office Operations:
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 Serve as the right hand to the CEO, managing their calendar, travel, priorities, and communications with a high degree of confidentiality and accuracy.
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 Filter and prioritize incoming issues, correspondence, and requests, determining the appropriate course of action.
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 Lead or supervise administrative staff within the executive office, if applicable.
 
 
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 </ul>
 </ul>
 
 
 Qualifications
 
 
 
 
 
 Required Qualifications
 
 
 
 Successful applicants will ideally have prior relevant experience in a similar type of corporate, professional services business working
 
 
 in administrative, customer service or client-facing positions and be able to evidence the following attributes:
 
 
 <ul>
 <li>
 Strong organizational and multitasking abilities
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 Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.
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 Intermediate/Advanced MS Office skills/IT literacy &ndash; especially Outlook (experience of arranging meetings across multiple time-zones a bonus) and PowerPoint
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 Ability to work independently and collaboratively in a fast-paced environment
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 High level of discretion and professionalism
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 Prior experience in administration or executive support role is preferred
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 Understanding of the retail broking industry is preferred
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 Experience with attending executive meetings, and meeting tracking.
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 Experience supporting C-level executives or working in a multinational/board-governed organization
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 Ability to anticipate needs and proactively solve problems
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 Polished, professional presence with strong interpersonal and client-facing skills
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 Flexible and adaptable with a service-oriented mindset
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 A minimum of 5 years experience working at C-Suite level in a similar role.
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 </ul>
</div>

Executive Assistant

<div>
 
 Your Responsibilities
 
 
 
 
 Position Summary
 
 
 
 The FP&amp;A Manager &ndash; MENA will play a pivotal role in shaping financial strategy and performance management across the region. Reporting directly to the Chief Financial Officer &ndash; MENA, this role is responsible for the delivery of budgeting, forecasting, financial analysis, and reporting. The successful candidate will partner with regional leadership, local finance teams, and the global head office to support decision-making and enhance financial visibility across business units.
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Planning, Budgeting &amp; Forecasting
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 Lead the annual budgeting, quarterly reforecasting, and long-range planning cycles across all MENA entities.
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 Prepare scenario modelling, shadow budgets, and financial impact assessments for new territories (e.g., Iraq, Morocco) and strategic initiatives (e.g., Claims Advisory Practice).
 </li>
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 Consolidate and validate submissions from local finance teams and ensure alignment with global FP&amp;A standards and deadlines.
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 Monitor budget-to-actual variances and provide commentary and recommendations.
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 Commercial Reporting &amp; Insight
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 Deliver monthly, quarterly, and ad hoc management reporting packs, including P&amp;L, EBITDA, working capital, and productivity metrics.
 </li>
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 Build and maintain KPI dashboards that track revenue trends, cost structures, headcount ratios, broker productivity, and client profitability.
 </li>
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 Analyse financial performance and proactively identify areas for improvement or investment.
 </li>
 <li>
 Business Partnering
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 Act as the finance partner to regional business leaders across Broking, Operations, HR, Digital, and Compliance.
 </li>
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 Support client-level and segment profitability reviews, pricing discussions, and broker performance metrics.
 </li>
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 Provide analytical support to new initiatives, strategic reviews, and cross-border cost allocation models.
 </li>
 <li>
 Governance, Compliance &amp; Regulatory Awareness
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 Ensure financial planning and analysis is fully compliant with MENA Regulatory landscape.
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 Work closely with Tax, Regulatory Reporting, and Legal to embed governance controls into forecasting and reporting.
 </li>
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 Systems, Tools &amp; Automation
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 Utilise enterprise planning platforms for modelling and reporting.
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 Develop and maintain advanced Excel models and dashboards to support self-service analytics and reduce manual processes.
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 Lead automation of recurring reporting deliverables and contribute to finance digitalisation initiatives.
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 Projects &amp; Strategic Initiatives
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 Support financial due diligence, market entries, JV assessments, and strategic cost reviews.
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 Contribute to finance transformation projects, such as ERP upgrades, reporting rationalisation, and policy harmonisation across the region.
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 Participate in cross-functional working groups driving improvements in operational efficiency and profitability.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Candidate Profile
 
 
 
 
 Required Qualifications &amp; Experience
 
 
 
 <ul>
 <li>
 Qualified accountant (ACA, ACCA, CIMA) or equivalent with 5&ndash;8 years of relevant FP&amp;A experience.
 </li>
 <li>
 Strong background in financial planning, modelling, and performance analysis within insurance, reinsurance, or professional services.
 </li>
 <li>
 Proven track record of managing multi-entity, multi-currency environments across international or regional hubs.
 </li>
 <li>
 Experience working with MENA markets, ideally with exposure to VAT, WHT, and regional tax compliance.
 </li>
 <li>
 Proficiency in Oracle EPBCS, Hyperion, SAP BPC, or similar FP&amp;A systems.
 
 
 </li>
 </ul>
 Desirable Skills
 
 
 <ul>
 <li>
 Advanced Excel skills including macros, pivot tables, and scenario modelling.
 </li>
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 Knowledge of broking revenue recognition, and IBA/non-IBA accounting treatment.
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 <li>
 Experience with Power BI, Tableau, or other BI tools.
 </li>
 <li>
 Strong presentation, communication, and stakeholder management skills.
 </li>
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 Ability to work independently and lead complex projects in a fast-paced, entrepreneurial environment.
 </li>
 </ul>
</div>

Financial Planning & Analysis Manager

<div>
 
 Your Responsibilities
 
 
 
 
 Job Purpose:
 
 
 
 The Financial Controller &ndash; Lockton MENA Limited is responsible for overseeing all financial control activities for the reinsurance broking entity registered in DIFC, and will assume additional oversight responsibilities for Lockton Reinsurance Brokers KSA (LRB KSA) once live. The role combines technical accounting expertise with commercial insight to support business growth, financial integrity, and regulatory compliance. Reporting to the Regional Financial Controller, this role works closely with broking, compliance, and operations teams across MENA to ensure accurate reporting, financial governance, and strategic support in line with UK GAAP, IFRS, and regional regulatory frameworks.
 
 
 <ul>
 <li>
 Financial Control &amp; Month-End Close
 </li>
 <li>
 Lead the month-end close and financial reporting process for Lockton MENA Limited and LRB KSA (once live), ensuring timely and accurate reporting in accordance with UK GAAP and IFRS.
 </li>
 <li>
 Manage general ledger integrity including journal entries, reconciliations, accruals, prepayments, and intercompany transactions.
 </li>
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 Ensure all balance sheet accounts are reconciled monthly with appropriate supporting documentation.
 </li>
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 Oversee correct handling, reconciliation, and reporting of Client Money Accounts (CMA) for both entities.
 </li>
 <li>
 Regulatory &amp; Statutory Compliance (DFSA &amp; KSA IA)
 </li>
 <li>
 Prepare and submit all DFSA returns within deadline dates for Lockton MENA Limited.
 </li>
 <li>
 Coordinate with the local KSA finance team and external consultants to ensure compliance with the KSA Insurance Authority&rsquo;s (IA) financial reporting and regulatory obligations, including ZATCA VAT/e-invoicing compliance.
 </li>
 <li>
 Maintain readiness for inspection and regulatory audits across both jurisdictions.
 </li>
 <li>
 Monitor cash flow and capital adequacy in line with DFSA EBCM and KSA regulatory requirements.
 </li>
 <li>
 IBA Oversight
 </li>
 <li>
 Supervise the IBA (Insurance Broking Accounts) function, ensuring timely settlement of premiums, return premiums, and claims.
 </li>
 <li>
 Oversee client and insurer ledger reconciliations, aged debt reporting, and broker queries.
 </li>
 <li>
 Ensure proper segregation of client and office funds in both the UAE and KSA.
 </li>
 <li>
 Support the establishment and operationalization of the IBA function for LRB KSA, including process setup, system integration, and controls.
 </li>
 <li>
 Commercial &amp; Strategic Finance
 </li>
 <li>
 Support the Regional Financial Controller and CFO with budgeting, forecasting, and performance tracking across Lockton MENA and LRB KSA.
 </li>
 <li>
 Prepare revenue and cost analysis by class of business and region.
 </li>
 <li>
 Provide financial input into commercial initiatives including new market entry, hiring decisions, and platform implementation (e.g., Praktora rollout in KSA).
 </li>
 <li>
 Monitor broker-level KPIs, EBITDA trends, and working capital performance across the region.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Business Partnering
 </li>
 <li>
 Act as finance partner to broking, compliance, and operational teams in both DIFC and KSA.
 </li>
 <li>
 Provide guidance on client pricing, commercial terms, and contract structuring.
 </li>
 <li>
 Collaborate on MENA-wide finance initiatives and group-wide projects including new entity setup, intercompany governance, and investment cases.
 </li>
 <li>
 Audit, Tax &amp; External Reporting
 </li>
 <li>
 Manage external audits and statutory financial statements for Lockton MENA Limited, and support the audit process for LRB KSA.
 </li>
 <li>
 Coordinate with tax advisors on VAT, corporate tax, and transfer pricing for both jurisdictions.
 </li>
 <li>
 Support preparation of board reporting packs and financial updates to senior leadership.
 </li>
 <li>
 Team Leadership &amp; Continuous Improvement
 </li>
 <li>
 Lead, coach, and develop the IBA and finance team to ensure capability and performance.
 </li>
 <li>
 Identify and implement improvements in financial systems, controls, and reporting processes.
 </li>
 <li>
 Support the setup and development of the KSA finance function, ensuring adherence to group financial governance standards.
 </li>
 <li>
 Promote a culture of integrity, compliance, and continuous improvement across all finance activities.
 
 
 </li>
 </ul>
 
 Qualifications &amp; Experience:
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Accounting, Finance, or related field.
 </li>
 <li>
 Professional qualification (ACA, ACCA, CPA or equivalent).
 </li>
 <li>
 Minimum 6 years of experience in financial control or broking finance, preferably in reinsurance or insurance.
 </li>
 <li>
 Proven experience with DFSA regulations and Client Money handling in the DIFC.
 </li>
 <li>
 Familiarity with KSA regulatory and VAT environment is an advantage.
 </li>
 <li>
 Strong knowledge of UK GAAP and IFRS.
 </li>
 <li>
 Experience supporting multi-jurisdictional finance operations is preferred.
 
 
 </li>
 </ul>
 
 Key Skills &amp; Competencies:
 
 
 
 <ul>
 <li>
 Strong technical knowledge in accounting, broking finance, and regulatory reporting.
 </li>
 <li>
 Understanding of DFSA and KSA financial regulatory environments.
 </li>
 <li>
 Commercial acumen with the ability to interpret financial data for decision-making.
 </li>
 <li>
 ERP and finance systems proficiency (e.g., Oracle, PeopleSoft, Praktora).
 </li>
 <li>
 Strong leadership, communication, and stakeholder engagement skills.
 </li>
 <li>
 Proactive, detail-oriented, and able to manage competing deadlines across jurisdictions.
 </li>
 </ul>
</div>

Financial Controller