Bordereaux & Finance Technician

Office Angels; City Of London; Remote; GBP 40,000 - 60,000; Part time

Job summary

A recruitment agency is seeking a Bordereaux & Finance Technician to process and manage bordereaux files in a fully remote role. The ideal candidate will have strong accounting skills and experience in insurance operations. Responsibilities include ensuring compliance, data validation, and stakeholder communication. This role offers competitive pay of £17.94 - £20.51 per hour and has the potential to become permanent.

Benefits

Fully remote working

Potential to go permanent

Great company benefits

Exposure to a fast-paced professional environment

Qualifications

• Experience in bordereaux processing, insurance operations or data administration.
• Strong understanding of insurance/reinsurance principles.
• Ability to work independently and meet deadlines.

Responsibilities

• Receive, validate and process bordereaux files.
• Ensure regulatory and contractual compliance.
• Liaise with underwriting and finance teams.

Skills

Detail-oriented

Data management

Strong accounting skills

Communication skills

Stakeholder management

Analytical thinking

Tools

Excel

Sage

Job description

Bordereaux & Finance Technician

Our client is looking for a detail-driven Bordereaux & Finance Technician with strong accounting and data management skills. You will be responsible for processing bordereaux files, maintaining ledger accuracy, and ensuring compliance across multiple functions.

Your work will directly impact reporting to insurers, reinsurers and regulatory bodies. This is a fantastic opportunity to join a dynamic and growing team within the insurance industry.

Industry: Insurance
Location: Fully Remote
Hours: Monday - Friday, 9:00am - 5:30pm
Pay Rate: £17.94 - £20.51 per hour
Contract: 1-2 months ongoing (with strong potential to go permanent)

Perks include

• Fully remote working
• Potential to go permanent
• Great company benefits
• Exposure to a fast‑paced, professional insurance environment

Key Responsibilities

Data Management & Processing

• Receive, validate and process bordereaux files
• Ensure data aligns with binder terms and conditions
• Identify and resolve discrepancies or formatting issues

Systems & Reporting

• Upload and reconcile data in internal systems (e.g., Sage, policy admin platforms)
• Maintain accurate records and audit trails
• Generate reports for internal and external stakeholders

Compliance & Controls

• Ensure submissions meet regulatory and contractual requirements
• Apply authority checks based on monetary thresholds
• Support internal audits and respond to compliance queries

Stakeholder Communication

• Liaise with underwriting, claims, finance teams and external partners
• Assist in onboarding new partners with bordereaux templates and requirements
• Provide feedback to improve data quality and submission processes

What We’re Looking For

• Experience in bordereaux processing, insurance operations or data administration
• Strong understanding of insurance/reinsurance principles (especially A&H or delegated authority)
• Proficiency in Excel and data tools; Sage experience is a plus
• High attention to detail and analytical thinking
• Strong communication and stakeholder management skills
• Ability to work independently and meet deadlines

Equal Opportunity

Office Angels is an equal opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.