Bordereaux Technician

Job Description

  • Act as a Subject Matter Expert in Syndicate Capital Management (SCM).
  • Possess a thorough understanding of taxes, clauses, and wordings used by underwriters in risk documents.
  • Responsible for risk entry on the policy administration system and producing bordereaux.

KEY RESPONSIBILITIES:

  • Review slips/policy documents and accurately enter details into the policy administration system.
  • Create risk and premium bordereaux following Lloyd’s version 5.2 standards.
  • Ensure the correctness of data and policy information included in the bordereaux.
  • Identify and raise discrepancies (taxes, premiums, etc.) with Underwriters/Brokers/internal functions and follow up on queries for timely resolution.
  • Review and action correction/amendment requests on the bordereaux.
  • Reconcile bordereaux with invoices received from Brokers and forward them to the finance team for payment.

Qualifications

  • Thorough knowledge of slips/policy documents, including the application of taxes in underwriting.

No terminology in this advert is intended to discriminate on the grounds of gender, race, age, national origin, sexual orientation, and we confirm that we are happy to accept applications from persons of any age or experience for this role.

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