Bordereaux Reporting Consultant (part-time)

G MASS; London; On-site; GBP 7,000 - 14,000; Part time

Job summary

A leading company is seeking a detail-focused operations professional for a part-time role involving quarterly bordereaux reporting. Key responsibilities include data extraction, cleansing and compiling reports to support underwriters. The ideal candidate has insurance experience and advanced Excel skills, delivering accurate work on fixed deadlines.

Qualifications

• Proven experience in bordereaux reporting within an insurance or MGA environment.
• Advanced Excel skills (VLOOKUPs, PivotTables).
• Confidence with policy admin systems.

Responsibilities

• Download and prepare raw data extracts from the policy system.
• Cleanse, validate, and reconcile data.
• Compile quarterly reports and conduct cross-quarter data comparisons.

Skills

Data Cleaning

Data Validation

Reconciliation Logic

Attention to Detail

Self-sufficiency

Job description

We're supporting a specialist insurance client in identifying a reliable, detail-focused operations professional to take ownership of key quarterly bordereaux reporting tasks. This is a part-time engagement (approximately 2 days per quarter) focused on easing pressure on the underwriting team by delivering accurate and validated bordereaux reports.

You'll be responsible for extracting raw data from the policy management system, cleaning and reconciling it in Excel, and compiling several key quarterly bordereaux. Your work will directly support underwriters by allowing them to focus on higher-value tasks, while ensuring the integrity of underwriting and claims data.

Key Responsibilities

• Download and prepare raw data extracts from the policy system

• Cleanse, validate and reconcile data using Excel
• Compile the following quarterly reports: Main Binder Written Risk Bordereaux; Construction Binder Written Risk Bordereaux; Main Binder Written Risks Data Validation; Claims Bordereaux
• Conduct cross-quarter data comparisons and troubleshoot discrepancies
• Support process improvement and automation where possible

• 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

Paying up to £350 per day. Part-time engagement. Flexibility on working style.