Bordereaux Analyst

Sanderson Recruitment Plc; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency in Greater London seeks a professional for a senior analyst role focused on bordereaux management. This position demands a minimum of 5 years' experience with strong familiarity with Lloyd's regulations and advanced Excel skills. Responsibilities include processing bordereaux, ensuring data quality, and collaborating with stakeholders to enhance reporting standards. If you have strong attention to detail and proven stakeholder management abilities, we encourage you to apply.

Qualifications

• Minimum 5 years' experience in bordereaux management.
• Strong familiarity with Lloyd's regulatory framework.
• In-depth understanding of bordereaux types: premium, risk, claims, and paid.

Responsibilities

• Receive, review, and process incoming bordereaux.
• Ensure data quality and compliance with reporting standards.
• Cleanse, map, and upload bordereaux to internal systems.
• Liaise with internal teams and third-party service providers.
• Produce MI reports for internal reporting and committee papers.

Skills

Advanced Excel skills

Strong communication skills

Experience with data integration and mapping tools

Exceptional attention to detail

Proven stakeholder management skills

Solid knowledge of Delegated Authorities and bordereaux practices

Education

A-level or degree

Relevant professional qualifications (CII, LMMIT, LM1/LM2)

Tools

ATLAS

DCOM

ECF2

IMR

Crystal

Watertrace systems (BDX & IQ Canvases)

Job description

Key AccountabilitiesBordereaux Management

• Receive, review, and process incoming bordereaux from Coverholders and TPAs in accordance with binding authority agreements.
• Ensure data quality and compliance with Lloyd's Coverholder reporting standards.
• Maintain bordereaux schedules and ensure timely upload into internal systems.

Data Validation and Upload

• Cleanse, map, and upload bordereaux to internal systems.
• Identify and investigate anomalies, missing data, and potential contract breaches.
• Resolve data and mapping queries from third-party outsource partners.
• Manage ELTO processing and conduct end-to-end audit reviews.

Stakeholder Collaboration

• Liaise with internal teams (Underwriting, Finance/Credit Control, Claims), third-party service providers, Coverholders, brokers, and TPAs.
• Work with Outwards Reinsurance to ensure accurate completion of the annual RI renewal process.
• Support Underwriters in monitoring binder performance.
• Highlight and escalate persistent data or performance issues.
• Produce weekly, monthly, and quarterly MI reports for internal reporting and committee papers.
• Provide training to third-party service providers and London team members as required.

Role Requirements

• Minimum 5 years' experience in bordereaux management, oversight, and processing.
• Strong familiarity with Lloyd's regulatory framework, including binding authority contracts, Coverholder audits, and reporting standards.
• In-depth understanding of bordereaux types: premium, risk, claims, and paid.

Skills & Competencies

• Advanced Excel skills (pivot tables, lookups, data cleansing).
• Strong communication skills: able to engage effectively one-to-one and in small groups, keep stakeholders informed, and produce clear, well-structured documentation.
• Experience with data integration and mapping tools.
• Exceptional attention to detail and organisational ability.
• Proven stakeholder management skills, with the ability to build relationships across all levels internally and externally.
• Solid knowledge of Delegated Authorities and bordereaux practices, including Lloyd's, FCA/PRA, and other regulatory standards.
• Demonstrates integrity, confidentiality, and professional care in all activities.

Qualifications & Experience

• Minimum 5 years' experience in bordereaux management at senior analyst level.
• Strong knowledge of Lloyd's and Company Market practices, including experience with Lloyd's systems (ATLAS, DCOM, ECF2, IMR, Crystal).
• Familiarity with Watertrace systems (BDX & IQ Canvases) preferred.
• Educated to A-level standard; degree desirable.
• Relevant professional qualifications (eg, CII, LMMIT, LM1/LM2) or willingness to work towards these.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.