Bordereaux Analyst

Key Accountabilities:

Bordereaux Management 

• 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

Westfield Specialty International Culture

Our culture is centred around three core values: Excellence, focused on high performance, agility and embracing change; Ambition, where inquisitiveness, challenge and a bold approach is encouraged; and Collaboration, delivering shared goals through collective expertise, diversity of thought and transparency. All three are underpinned by Reward & Recognition, where people are supported & respected, and success is celebrated.