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- Tasks: Process bordereaux files and maintain ledger accuracy in a dynamic insurance environment.
- Company: Join a growing team in the fast-paced insurance industry, fully remote.
- Benefits: Competitive pay, great company perks, and potential for permanent position.
- Why this job: Make a real impact on compliance and reporting while working from anywhere.
- Qualifications: Experience in data management and strong attention to detail required.
- Other info: Inclusive workplace that values diverse talents and offers career growth.
Bordereaux & Finance Technician
Our client is looking for a detail-driven Bordereaux & Finance Technician with strong accounting and data management skills. You\’ll be responsible for processing bordereaux files, maintaining ledger accuracy, and ensuring compliance across multiple functions. Your work will directly impact reporting to insurers, reinsurers, and regulatory bodies. This is a fantastic opportunity to join a dynamic and growing team within the insurance industry.
Industry: Insurance
Location: Fully Remote
Hours: Monday – Friday, 9:00am – 5:30pm
Pay Rate: £17.94 – £20.51 per hour
Contract: 1-2 months ongoing (with strong potential to go permanent)
Perks include:
- ✅ Fully remote working
- ✅ Potential to go permanent
- ✅ Great company benefits
- ✅ Exposure to a fast-paced, professional insurance environment
Key Responsibilities
Data Management & Processing
- Receive, validate, and process bordereaux files
- Ensure data aligns with binder terms and conditions
- Identify and resolve discrepancies or formatting issues
Systems & Reporting
- Upload and reconcile data in internal systems (e.g., Sage, policy admin platforms)
- Maintain accurate records and audit trails
- Generate reports for internal and external stakeholders
Compliance & Controls
- Ensure submissions meet regulatory and contractual requirements
- Apply authority checks based on monetary thresholds
- Support internal audits and respond to compliance queries
Stakeholder Communication
- Liaise with underwriting, claims, finance teams, and external partners
- Assist in onboarding new partners with bordereaux templates and requirements
- Provide feedback to improve data quality and submission processes
What We\’re Looking For
- Experience in bordereaux processing, insurance operations, or data administration
- Strong understanding of insurance/reinsurance principles (especially A&H or delegated authority)
- Proficiency in Excel and data tools; Sage experience is a plus
- High attention to detail and analytical thinking
- Strong communication and stakeholder management skills
- Ability to work independently and meet deadlines
This role is advertised by the Office Angels London Bridge Branch. Please apply now or send your CV to Sophie.Edmond@office-angels.com
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone\’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills, and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, we will be happy to support you.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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Bordereaux & Finance Technician employer: Office Angels
Contact Detail:
Office Angels Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bordereaux & Finance Technician
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for a Bordereaux & Finance Technician role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of bordereaux processing and compliance regulations. Be ready to discuss how your skills align with the job description, especially your attention to detail and data management prowess.
✨Tip Number 3
Showcase your tech skills! If you've got experience with Excel or Sage, make sure to highlight that during your conversations. Employers love candidates who can hit the ground running with their systems.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining a dynamic team in the insurance sector.
We think you need these skills to ace Bordereaux & Finance Technician
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in bordereaux processing and data management. Use keywords from the job description to show that you’re a perfect fit for the role.
Showcase Your Skills: Don’t forget to mention your proficiency in Excel and any experience with systems like Sage. We want to see how your skills align with what we need for this position!
Be Detail-Oriented: Since this role requires a high attention to detail, make sure your application is free of typos and errors. A clean, well-organised application reflects your ability to maintain accuracy in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates regarding your application status!
How to prepare for a job interview at Office Angels
✨Know Your Numbers
As a Bordereaux & Finance Technician, you'll be dealing with a lot of data. Brush up on your accounting principles and be ready to discuss how you've managed data in previous roles. Be specific about the tools you've used, like Excel or Sage, and any challenges you overcame.
✨Understand Compliance Inside Out
Compliance is key in this role. Familiarise yourself with regulatory requirements related to insurance and be prepared to talk about how you've ensured compliance in past positions. This shows you're not just detail-oriented but also understand the bigger picture.
✨Showcase Your Communication Skills
You'll need to liaise with various teams and stakeholders. Think of examples where you've successfully communicated complex information or resolved discrepancies. Highlighting your stakeholder management skills will set you apart.
✨Prepare for Scenario Questions
Expect questions that test your problem-solving abilities. Prepare for scenarios where you might need to identify and resolve discrepancies in bordereaux files. Practising these types of questions can help you articulate your thought process clearly during the interview.
