Senior BDX Technician

Role Summary

The Senior BDX Technician will be responsible for the accurate and timely receipt, validation, reconciliation and processing of premium, risk and claims bordereaux received from brokers, coverholders, TPAs and other delegated partners. Working across Underwriting, Claims, Finance and Operations, the role will take ownership of complex bordereaux and data‑quality issues, ensuring information is complete, accurate and aligned with agreed reporting requirements, while strengthening operational controls and supporting continuous improvement across Rokstone.

Role Accountabilities

• Receive, review and process premium, risk and claims bordereaux provided by external partners.




• Validate inbound bordereaux against agreed templates, contractual requirements and reporting standards.




• Complete detailed data-quality checks to identify missing information, inconsistencies, incorrect classifications and reporting errors.




• Reconcile bordereaux information against internal underwriting, policy, claims and financial records where required.




• Take ownership of complex data-quality and reconciliation issues, investigating discrepancies through to resolution with brokers, coverholders, TPAs and internal stakeholders.




• Monitor outstanding, late or incomplete bordereaux, ensuring issues are appropriately followed up and escalated.




• Maintain accurate records of bordereaux received, processed, queried and outstanding.




• Work closely with Underwriting, Claims, Finance, Operations and Delegated Authority teams to ensure accurate and reliable downstream data.




• Identify recurring data-quality issues, investigate root causes and support the implementation of corrective actions.




• Support the onboarding of new delegated partners, ensuring bordereaux reporting requirements and expected data standards are clearly understood.




• Provide reporting and oversight around bordereaux submission performance, exceptions and data quality.




• Support audit, compliance and delegated authority oversight requirements.




• Identify opportunities to improve, standardise and automate bordereaux validation and processing.




• Act as a senior technical point of contact for bordereaux-related queries and provide guidance and knowledge-sharing to colleagues where required.




• Support the development and improvement of procedures, controls and best practice across bordereaux processing.

Role Requirements

• Strong experience within bordereaux, technical processing, insurance operations or delegated authority, ideally within an MGA, insurer or London Market environment.




• Demonstrable experience receiving, reviewing and validating bordereaux produced by external parties, rather than primarily creating bordereaux for submission.




• Experience working with premium, risk and/or claims bordereaux.




• Good understanding of delegated insurance arrangements and the relationships between MGAs, insurers, brokers, coverholders and TPAs.




• Experience independently investigating and resolving complex data-quality and reconciliation issues.




• Good understanding of the impact bordereaux data has across underwriting, claims, finance and regulatory reporting.




• Strong Excel skills with the ability to work confidently with large and complex datasets.




• Experience using bordereaux management, policy administration or insurance data platforms would be advantageous.




• Previous experience supporting process improvement, automation or data-quality initiatives would be beneficial.

Skills and Abilities

• Excellent attention to detail with the ability to identify anomalies and inconsistencies within large datasets.




• Strong analytical and problem-solving skills.




• Ability to manage high volumes of bordereaux data while maintaining accuracy and meeting deadlines.




• Confidence in independently investigating and challenging incomplete, inaccurate or inconsistent information.




• Strong stakeholder management skills with the ability to work effectively across multiple business functions and external partners.




• Clear and professional communication skills.




• Highly organised with the ability to prioritise competing reporting deadlines.




• Strong understanding of data quality, operational controls and the importance of accurate insurance reporting.




• Proactive approach to identifying issues, taking ownership and driving them through to resolution.




• Continuous improvement mindset with an interest in automation, data transformation and operational efficiency.




• Ability to act as a technical point of reference and provide guidance and support to colleagues.

Management Duties

• No

We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.

We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.

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