Bordereaux Reporting Consultant
Posted 5 days ago by G MASS Consulting
Negotiable
Undetermined
Undetermined
London, England, United Kingdom
Summary: The Bordereaux Reporting Consultant role involves managing complex bordereaux reporting tasks for a London Market specialist insurance client. The position requires a detail-focused operations professional to ensure accuracy and compliance in handling incoming contracts and premium data, while maintaining strong communication with stakeholders. The consultant will also perform reconciliations and support internal reporting processes. Proven experience in bordereaux reporting within the insurance sector is essential for success in this role.
Key Responsibilities:
- Receiving and reviewing incoming contracts and supporting documentation, ensuring all details are accurately captured and processed.
- Working closely with Compliance to review contract terms and documentation, ensuring adherence to internal policies and regulatory requirements.
- Managing and resolving queries or issues raised by underwriters and brokers, maintaining strong communication and professional relationships.
- Tracking the status of bordereaux submissions, ensuring timely receipt and processing.
- Performing reconciliations between written risks and cash premiums, identifying and resolving any discrepancies.
- Supporting internal reporting and data validation processes to ensure completeness and accuracy across all records.
Key Skills:
- Proven experience working with bordereaux reporting in an insurance or MGA environment.
- Advanced Excel skills (e.g. VLOOKUPs, PivotTables, reconciliation logic).
- Confidence working with policy admin systems.
- Methodical, detail-oriented and highly self-sufficient.
- Able to deliver accurate work to fixed quarterly deadlines.
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
We're supporting a London Market specialist insurance client in identifying a reliable, detail-focused operations professional to take ownership of complex bordereaux reporting tasks. You'll be responsible for managing the end-to-end process for incoming contracts and related premium data, ensuring accuracy, compliance and alignment across internal and external stakeholders.
Key responsibilities include
- Receiving and reviewing incoming contracts and supporting documentation, ensuring all details are accurately captured and processed.
- Working closely with Compliance to review contract terms and documentation, ensuring adherence to internal policies and regulatory requirements.
- Managing and resolving queries or issues raised by underwriters and brokers, maintaining strong communication and professional relationships.
- Tracking the status of bordereaux submissions, ensuring timely receipt and processing.
- Performing reconciliations between written risks and cash premiums, identifying and resolving any discrepancies.
- Supporting internal reporting and data validation processes to ensure completeness and accuracy across all records.
Requirements
- Proven experience working with bordereaux reporting in an insurance or MGA environment
- Advanced Excel skills (e.g. VLOOKUPs, PivotTables, reconciliation logic)
- Confidence working with policy admin systems
- Methodical, detail-oriented and highly self-sufficient
- Able to deliver accurate work to fixed quarterly deadlines
Benefits
Salary to be discussed.