Bordereau Analyst
Core
Manage receipt, validation, analysis, and governance of bordereaux data to support delegated authority business oversight, accurate reporting, and compliance with Lloyd's and company market requirements.
Role type
Bordereaux Analyst (Underwriting Operations)
Builds
Bordereaux management, analysis, and reporting capabilities
Domain
Insurance (Lloyd's market)
Deliverable
dashboards & analysis
Required skills
Bordereaux management, delegated authority governance, premium and risk bordereaux validation, data reconciliation, data quality controls, Lloyd's market systems proficiency, advanced Excel (Pivot Tables, XLOOKUP/VLOOKUP), data mapping, data integration, complex data interpretation
Preferred skills
Insurance qualifications (CII, LM1, LM2), professional development
Technologies
Atlas, DCOM, IMR, Crystal
Responsibilities
Manage end-to-end receipt, validation, processing, and upload of risk and premium data; maintain bordereaux schedules and perform reconciliations; analyze data to investigate anomalies and contract breaches; produce monthly EPI reports and oversee quarterly reviews; support underwriters with portfolio performance monitoring; collaborate with Underwriting, Finance, and delegated authority partners
Seniority
Individual Contributor