At a Glance
- Tasks: Manage and process bordereaux while ensuring data quality and compliance.
- 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.
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
StudySmarter Expert Advice🤫
We think this is how you could land Task Management Analyst-REMOTE in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Morson Edge (Financial Services). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Task Management Analyst-REMOTE in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Morson Edge (Financial Services).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Morson Edge (Financial Services)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Morson Edge (Financial Services)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Morson Edge (Financial Services).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Morson Edge (Financial Services) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Morson Edge (Financial Services) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
