Max Williams

CII-qualified insurance operations professional with London Market experience at AXA XL, spanning binder, treaty and pipeline reporting, SOX and regulatory reporting cycles, policy wording and endorsement review, and credit control. Built and implemented a premium-collection tracking system coordinating credit control, legal and offshore teams, and personally cleared a longstanding backlog of overdue premiums. Recently returned to London following a planned period of working abroad, and now seeking an operations, delegated authority or technician role within the Lloyd's market.

Operational Support (Contract) at Connect Resources (2026-01 – 2026-06)

Planned period of international work; now returned to London and available immediately.

• Multi-site contract work in safety-critical environments, maintaining strict adherence to WHS (health & safety) policies, procedures and audit requirements
• Adapted rapidly to new teams, systems and operational procedures across changing sites and supervisors

Insurance Operations Analyst at AXA XL (2024-02 – 2025-11)

• Managed regulatory and financial reporting cycles including SOX, binder, treaty and pipeline reporting
• Created a tracking system for overdue premiums and oversaw its implementation across credit control, legal and offshore support teams; personally cleared a backlog of film union travel insurance overdue premiums, liaising with external stakeholders to streamline collections
• Reviewed and validated policy wordings, documentation and endorsements for accuracy and consistency with agreed terms, conditions and underwriting authority
• Maintained meticulous records and collated reinsurance exposure data for the Life team
• Coordinated cross-functional workflows across underwriting, finance and compliance, acting as liaison between middle management, underwriting teams and external support services
• Provided operational insight to external consultants during audit periods and contributed to structured workflow-improvement initiatives

Risk Management & Reconciliations Analyst at CMC Markets (2022-05 – 2024-01)

• Performed daily account and transaction reconciliations across multiple systems, investigating and resolving discrepancies and variances
• Produced and reviewed financial and operational reports to strict deadlines in a fast-paced, regulated environment
• Ensured compliance with internal controls and regulatory requirements while maintaining high data accuracy and reporting integrity

Insurance Advisor at First Thought Financial Services (2020-11 – 2022-04)

• Advised clients on insurance products in a high-volume environment, ensuring compliance with policies and FCA regulations
• Assessed client needs, managed policy documentation and updates, and maintained accurate records on a bespoke CRM to strict KPIs (200 calls / 2 hours talk time daily)

Project & Quantity Surveying Intern at Cast Consultancy (2016-07 – 2016-10)

• Supported cost estimation, budgeting, project reporting and contract administration; identified discrepancies and contributed to process improvements

BSc (Hons) in Business Management – University of Essex (2017 – 2020)