At a Glance
- Tasks: Manage and process bordereaux, ensuring data quality and compliance with Lloyd’s standards.
- Company: Join a leading Lloyd’s insurer with a hybrid working model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Great chance to build relationships and advance your career in a supportive environment.
- Why this job: Be part of a dynamic team making a real impact in the insurance industry.
- Qualifications: 3+ years in bordereaux management and strong Excel skills required.
The predicted salary is between 60000 - 60000 £ per year.
Hybrid working – 3 days per week in the office.
Bordereaux Management
- Receive, review and process incoming bordereaux from Coverholders and TPAs in line with binding authority agreements.
- Ensure data quality and compliance with Lloyd’s Coverholder reporting standards.
- Maintain bordereaux schedules and ensure timely ingestion into internal systems.
Role Requirements:
- Demonstrated experience (3+ years) in bordereaux management, oversight and processing.
- Familiarity with Lloyd’s regulatory framework, including binding authority contracts, Coverholder audits and reporting standards.
- Strong understanding of bordereau types: premium, risk, claims and paid.
Skills & Competencies Required:
- Advanced Excel (pivot tables, lookups, data cleaning).
- Ability to communicate well one-to-one and in small groups. Keeps others informed and updated.
- Ability to write clear, precise and well-organised documents.
- Experience with data integration/mapping tools.
- Excellent attention to detail and organisational skills.
- Strong stakeholder management experience, able to build relationships within the business at all levels as well as with brokers/coverholders as required.
Qualifications & Experience:
- Demonstrated experience (3+ years) in bordereaux management, oversight and processing at a senior analyst level.
- Strong knowledge of Lloyd’s and Company Market practices including experience with Lloyd’s systems including ATLAS, DCOM, ECF2, IMR & Crystal.
- Watertrace (BDX & IQ Canvases) system knowledge preferable.
- Educated to at least A-level standard, degree preferable.
- Relevant professional qualifications e.g. CII, LMMIT, LM1/LM2 or desire to work towards.
Contact Details:
Morson Edge (Financial Services) Recruitment Team
We think you need these skills to ace Bordereaux Analyst in City of London
Bordereaux Management
Data Quality Assurance
Lloyd’s Regulatory Framework
Binding Authority Contracts
Coverholder Audits
Advanced Excel (pivot tables, lookups, data cleaning)
Data Integration/Mapping Tools
