The responsibilities are to manage the end‑to‑end processing of bordereaux, ensuring data is accurate, compliant and uploaded correctly into internal systems. The role includes maintaining trackers, monitoring shared mailboxes, resolving queries with Coverholders, Brokers and internal teams, and identifying data issues or breaches for escalation. It also supports Underwriters with binder performance and contributes to wider Delegated Authority team activities.
Key Tasks:
- Receive, review and process incoming Risk and Paid BDX from Coverholders / Brokers in line with Binding Authority Agreements.
- Ensure data quality is in line with Lloyds Coverholder Reporting Standards and V5.2 Template.
- Cleanse, map and upload bordereaux into our BDX Management System – VIPR.
- Maintain Bordereaux Trackers in place to monitor receipt of data and query resolution.
- Identify and investigate anomalies, missing data, and contract breaches.
- BDX mailboxes to be monitored daily, to ensure Broker, Coverholder and Underwriting BDX queries are actioned, and files are saved in the correct folders for processing.
- Liase with internal teams, including Underwriting, Credit Control and Claims in addition to Coverholders and Brokers.
- Support Underwriters in monitoring binder performance.
- Highlight and escalate persistent data or performance issues.
- Assist in cross training to other members of the Bordereaux team.
- Support the wider DA Team as required.
Key personal skills required:
- Accurate with a good attention to detail.
- Ability to form good working relationships and work as part of a small team.
- Good communication skills, both written and verbal.
- Positive attitude and willingness to learn.
- Be able to analyse and interpret data accurately.
Educational level, key technical skills, knowledge, and professional qualifications required:
- A Levels or equivalent.
- Strong Excel Skills.
- Experience with working with VIPR, or an alternative Bordereaux Management System would be a advantageous but not necessarily essential.
Risk and Compliance Responsibilities:
- Ensure compliance with company and other relevant standards and regulations.
- Ensure compliance with relevant PRA and FCA conduct rules.
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Bordereaux Analyst in City of London employer: Blenheim
As a Senior Diversity and Inclusion Specialist within our dynamic DUA team, you will thrive in an inclusive work culture that prioritises employee growth and development. Our London-based office offers a collaborative environment where your insights will directly influence operational resilience and compliance, while enjoying comprehensive benefits and opportunities for professional advancement.
