Tax Claims Team Leader

AXA UK; Rugby; On-site; GBP 35,000 - 55,000; Full time

Job summary

Markel Tax is seeking a Tax Claims Team Leader in Rugby to lead the claims team, ensuring high customer service levels and effective claims management. This role involves direct oversight of a team, process improvement, and supporting the Tax Claims and Consultancy Manager. The successful candidate will enjoy a competitive salary, annual bonus, and comprehensive benefits, all while fostering a collaborative team environment.

Benefits

25 days paid holiday plus Bank Holidays

Company pension scheme

Private medical and dental cover

Income protection

Season ticket loan

Opportunities for career development

Qualifications

• Proven leadership capability with experience managing teams.
• In-depth understanding of tax fee protection claims.
• Ability to plan and deliver effective dispute resolution strategies.

Responsibilities

• Oversee claims handling processes and lead the claims team.
• Manage workflow, including claims acceptance and training.
• Ensure compliance with regulatory objectives and improve service quality.

Skills

Leadership

Client Management

Communication

Claims Management

Education

Degree or equivalent

Tools

Claims management software

MS Office (Word, Excel, Outlook)

Job description

Do you have a background tax advisory team management?

Come and lead our tax claims team here at Markel Tax

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. Because, at Markel, the work you do gives people the confidence to move forward and seize opportunities. Whether you’re wild about horses, bananas for boats or driven by data, you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realise our potential, we can help others reach theirs.

Join us and play your part in something special!

The opportunity:

We have an exciting opportunity for a Tax Claims Team Leader to join the Markel Tax team in our Rugby office (3 days in the office, 2 days working from home) . Markel Tax is a leading provider of fee protection insurance and tax consultancy services in the UK. Collaborating with over 2,500 accountancy practices, we are dedicated to supporting growth and safeguarding clients’ interests. We aim to be a market leader in the provision of an efficient, cost effective and professional service to clients.We strive to be pro-active and flexible whilst maintaining our integrity.

The role of the Tax Claims Team Leader is to ensure the efficient running of the Claims department so that we deliver the highest level of customer service in order to enhance the client portfolio and to ensure claims are handled fairly and efficiently on behalf of our accountancy clients and affinity groups.The Tax Claims Team Leader is responsible for supporting the Tax Claims and Consultancy Manager in leading their team, exemplifying and reinforcing the claims and reserving philosophies, Markel Style and claims procedures through oversight and by their own conduct.The role involves supporting the broader claims management team, through feedback on activity within the tax claims team.

What you’ll be doing:

Reporting to the Tax Claims and Consultancy Manager, your duties and responsibilities will be as follows:

• Oversee all claims handled within the team. This responsibility involves:
• Managing the day to day workflow including claims acceptance and handling
• Ensuring claims are handled by the right people
• Managing the Tax Claims Team including weekly 1:1s, appraisals, training and development, performance management, peer reviews and assisting with recruitment
• Addressing any resourcing issues promptly; escalating to the Tax Claims and Consultancy Manager as required
• Ensure compliance with regulatory objectives
• Provide support and guidance to the team on difficult cases and escalate high value/complex matters further as required.
• Monitor the timely progression and payment of claims
• Provide sales support where required
• Review processes to ensure efficiency
• Lead the team with energy and enthusiasm; lead by example and motivate the team.
• Exemplify the Markel Style, claims and reserving philosophy through one’s own conduct and encouraging team members to do the same
• Liaise closely with the Tax Claims and Consultancy Manager to ensure that their vision for the team is being met
• Monitor and oversee the progress of individual team members objectives set by the Tax Claims and Consultancy Manager to ensure objectives are met
• Identify and address any areas for development within the team
• Promote delivery of a consistent and high quality claims service and approach

Oversight of claims MI

• Support the Tax Claims and Consultancy Manager in the collation and monitoring of appropriate management information (MI) in order to identify any claims trends or issues that need to be escalated. When required by the Tax Claims and Consultancy Manager, assist them in:
• Preparing a monthly submission on behalf of the team for the Monthly Claims Managers’ Meeting which summarises the team’s KPIs, review of claims activity and identifying any particular issues
• Preparing a quarterly report to the Claims Director, DMD and Actuarial team which includes consideration of significant claims, IBNR and any claims trends.

Claims Handling

• Take full responsibility and accountability for your own workload of tax claims.
• Ensure all claims are handled in a proactive manner and in accordance with Markel policy and guidance.
• Have a detailed knowledge of policy wordings and their application for the tax business.

Our must haves:

• Have proven leadership capability, or demonstrate the ability to lead a team
• Any experience as a claims handler with an in-depth understanding of the team specific business, including management of tax fee protection claims would be beneficial
• Have a proven ability of planning and delivering strategies to resolve disputes efficiently and effectively; seeking “win-win” outcomes wherever possible
• Have built solid relationships with accountants and demonstrate strong client management skills
• Have proven people management skills and will demonstrate the ability to develop and train team members
• Have an academic background of degree level or equivalent and/or ACII advanced diploma would be beneficial but not essential
• Any experience in HMRC, dealing with tax returns and corporation tax
• Previous management/leadership experience
• Be a competent user of claims management software and MS packages, including Word, Excel and Outlook with a willingness to learn all necessary in-house systems
• Have excellent written and spoken communication skills

Who we are:

Markel Corporation (NYSE – MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We’re all about people | We win together | We strive for better | We enjoy the everyday | We think further

What’s in it for you:

• A great base salary plus annual bonus & strong benefits package…
• 25 days paid holiday plus Bank Holidays, with the opportunity to buy / sell extra leave
• Fantastic company pension scheme, private medical and dental cover, life assurance, travel insurance cover, income protection, season ticket loan as well as other great benefits on offer
• There are countless opportunities to learn new skills and develop in your career, and we can provide the support needed to do just that!

Are you ready to play your part?

Choose ‘Apply Now’ to fill out our short application, so that we can find out more about you.

Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided with all reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at [e-mail] or call us at 0161 507 5827 to request any accommodations that may be needed. This includes any alternative formats of any documents or information on how to apply offline.

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