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 and other regulatory requirements.
Maintain bordereaux schedules and ensure timely ingestion into internal systems.
Create reports and trend analysis as required
Data Validation and Upload
Cleanse, map and upload bordereaux to internal systems.
Identify and investigate anomalies, missing data and contract breaches.
Resolve queries from outsource partners e.g. coverholders, brokers, TPAs
Stakeholder Collaboration
Liaise and collaborate with internal teams, including underwriting, finance, claims, external partners, Coverholders, Broker and TPAs
Support Underwriters in monitoring binder performance.
Highlight and escalate persistent data or performance issues.
Support the Bordereaux Manager in handling queries and reporting requirements
Role Requirements:
Prior experience in a Bordereaux Technician or Analyst role within the Lloyd's (or Company) Market
Familiarity with Lloyd's regulatory framework and underwriting processes
Strong understanding of bordereau types: premium, claims and risk
Skills & Competencies:
Strong Excel skills (pivot tables, lookups, data cleaning)
Experience with data integration/mapping tools
Understanding of bordereaux formats, mapping and validation techniques
Ability to interpret risk, premium and claims datasets
Strong analytical and problem-solving skills
Excellent attention to detail and organisational skills
Good communication with internal and external stakeholders
Ability to manage deadline, proactive approach to data quality and improvements
Qualifications & Experience:
Experience in delegated authority, bordereaux management, insurance data analysis
Knowledge of Lloyd's and/or company market bordereaux practices including experience with systems such as Atlas, DCOM, IMR & Crystal
Educated to at least A-level standard
Relevant professional qualifications e.g. CII, LM1/LM2 preferrable (or desire to work towards)
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management. #WSPI
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