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Bordereau Analyst

Davies
PuneOn-site4mo ago
Employment
Permanent Part Time

About the role

Key Responsibilities

  • Review Slip Information from Client remote Systems / market repositories.
  • Set up Coverholder/ Binder information onto Binding Authority System using key details from the slip sections and ensuring where binders have multiple sections that all this information is uploaded accurately. 
  • Where broker/ third parties utilise repositories ensure bordereaux is downloaded and any missing bordereaux should be reported.
  • Contact brokers/ third parties to obtain all missing RLD, written, premium and claims bordereaux which is not available on market systems. 
  • Review all emails that are sent to Insurer and Market Services’ generic mailbox within SLA to ensure bordereaux is obtained and processed within a timely manner.  
  • To save Bordereaux received to correct locations and file email correspondence in the correct Insurer and Market Services’ format. 
  • Reconcile the premium bordereaux against Lloyds Account Enquiry to ensure the overall premium declarations on the bordereaux have been signed and paid to DXC. 
  • Reconcile the claims bordereaux against DXC LPC Enquiry and IMR to ensure the overall claims declarations on the bordereaux reconcile to DXC. 
  • Map subsequent bordereaux against pre-defined Lloyd’s templates, creating templates where these do not exist.
  • Submit all new/ amended mapping templates to QC and work with the quality controller to resolve errors and ensure these errors are improved on. 
  • Review compliance checks upon uploading, against client requirement tables, validating certain fields as defined under the slip requirements against the information supplied within the bordereaux.
  • Maintain query feedback in a timely and efficient manner, ensuring this is followed up where necessary. Ensure such feedback is comprehensive and addresses all Binder related criteria thus providing dashboard viewers with a true and accurate position.
  • Process bordereaux in line with current Lloyd’s reporting standards (V5.2) and escalate any bordereaux quality issues to the broker and team leaders. 
  • Conduct analysis of historical bordereaux uploads eradicating bordereaux provision and quality issues as part of the renewal reporting process. 
  • Undertake as required ad-hoc project work in a professional manner.

Skills, Knowledge & Expertise

  • Good understanding of Lloyd’s and Company market systems, such as LAE, IMR, ECF & LPC
  • Knowledge of current Lloyd’s Reporting standard
  • Experience of working in Lloyd’s and/or Company Insurance markets Delegated Authority business
  • Experience and expertise in Mapping templates
  • Communication (Both up and down reporting lines)
  • Strong Organisational skills (To meet/exceed client requirements)
  • Accurate
  • Proactive
  • Supportive
  • Advanced IT knowledge, skills
  • 1 years or more experience in Delegated Authority with Market experience a requirement
  • Advanced Computing Skills
  • Good communicator
  • Knowledge of bordereau management systems, VIPR preferable

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