Bordereaux Analyst
Core
Own the receipt, validation, and processing of premium and claims bordereaux from coverholders, MGAs, and TPAs to ensure data accuracy and compliance with contract terms.
Role type
Bordereaux Analyst (Delegated Authority Operations)
Builds
Policy administration and bordereaux management systems
Domain
Insurance, Lloyd's and London Market
Deliverable
dashboards & analysis
Required skills
Bordereaux processing, Data validation, Contract compliance, Reconciliation, Advanced Excel, Policy administration systems, Data quality management, Audit support
Preferred skills
Lloyd's or London Market experience, Delegated authority processing, Binding authority processing
Technologies
Policy administration systems, Bordereaux management systems, Excel
Responsibilities
Tracking receipt of monthly premium and claims bordereaux against reporting schedules, Validating bordereaux data against binding authority contract terms, Loading and processing validated bordereaux into systems, Reconciling premium bordereaux to cash received and written premium, Flagging potential contract breaches or unusual trends, Producing internal reporting on bordereaux timeliness and data quality
Seniority
Junior to Mid-level, hands-on IC