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Vacancy Details
Bordereaux Technician
| Salary: | Not specified |
| Location: | Ipswich, Essex |
| Job Type: | Permanent |
| Ref: | SJP230714 |
Bordereaux Technician required for this expanding team
- Ensuring all bordereaux are downloaded from repositories and monitoring emails (either sent direct or via a central mailbox), in order to ensure processing is undertaken in a timely manner.
- Tracking timely receipt of premium/risk bordereaux for all delegated underwriting arrangements in place including contacting brokers for overdue or missing bordereaux. Escalating to Underwriting Manager or Operations Manager as appropriate where issues arise.
- Undertake monthly processing, tracking timeliness of premium/risk bordereaux submissions, and performing subsequent reporting performance of the underlying accounts.
- Identifying anomalies within the bordereau will require liaising with the brokers and underwriters, documenting your findings and, if required amending entries in our systems as necessary.
- Assisting with the setup of cover holder/binder information onto the inhouse bordereau management system using key details from the slip and ensuring where binders have multiple sections that all this information is uploaded accurately.
- Producing portfolio reports in relation to missing/overdue bordereaux and status of bordereaux processing into our systems.
- To maintain compliance with any applicable UK or International statutory or regulatory obligation as required by the role.
Technical Skills
Understanding of the processes and procedures of the Lloyds marketplace.
- Knowledge of binding authorities/bordereaux and cleansing/manipulating bordereaux data would be advantageous.
- Ability to plan, organise and time manage effectively.
- Strong technical skills and ability to prioritise workload to meet deadlines.
- Collation, analysis and interpretation of data, information and commentary from a range of sources.
- Advanced proficiency with Microsoft Excel.
Office & Home working flexibility
E-mail • recruitment@therecruiterltd.co.uk