Salary: Not specified
Location: Southend on Sea, Essex
Job Type: Permanent
Ref: SJP230734
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.
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