Credit Control Bordereaux Analyst

AXA UK; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

AXA UK seeks a Credit Control Bordereaux Analyst to support the management of bordereaux, ensuring data accuracy for reporting purposes. The analyst will work closely with various teams to enhance submission processes and maintain compliance with Lloyd's standards. This role promises professional development in a dynamic environment, appealing to candidates with strong analytical skills and proficiency in Excel.

Qualifications

• Excellent excel skills with a willingness to learn.
• Ability to analyse and manipulate business data.
• Experience in cleansing/manipulating business data, preferably in insurance.

Responsibilities

• Production and analysis of accurate bordereaux for Service Company.
• Documenting logical, practical solutions to issues encountered.
• Working with key stakeholders to achieve right first-time submissions.

Skills

Excel skills

Analytical thinking

Problem solving

Education

Degree or equivalent in any discipline

Tools

Macros

Job description

General

Job Title: Credit Control Bordereaux Analyst

Division: Beazley Shared Services - Finance

Key Relationships: Underwriters, Delegated Services, Underwriting assistants, IT, Credit Control, Finance

Job Summary: To support and develop the analysis and management of bordereaux from Beazley Service Company to provide robust management information on binding authorities to the business teams.

Key Responsibilities:

• Working with the credit control team to deliver the business vision for the accurate and timely submission of Service Company bordereau, as defined by Lloyds standards.
• Production and analysis of accurate bordereaux for Service Company entities to upload into the relevant database. This involves:
• Analysing the data provided by credit control teams, effecting accurate reconciliation and implementing controlled manual remediation of data where applicable.
• Ensuring that bordereaux are consistent with Lloyd’s Reporting Standards (v5.2) as well as Beazley’s own data requirements for regulatory and internal reporting;
• Agreeing, communicating and documenting what data cleansing and business rules need to be applied to the data as it is entered to ensure that it results in a consistent format.
• Developing and documenting bordereaux manipulation;
• Documentation ownership and maintenance of fields mapped and rules applied to ensure consistency, common standards and version control;
• Finding, and documenting, logical, practical solutions to issues encountered.
• Working with key stakeholders to strive to achieve right first-time submissions

General

At Beazley we are committed to doing the right thing because it is the right thing to do.It is important that within all your interactions both internally and externally you adhere to this principle through adoption of Beazley’s corevalues and behaviours – PIED and Being Beazley.

• Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic that contributes to an internal environment of teamwork and promote a positive brand image and experience to our external customers.
• Comply with Beazley procedures, policies and regulations including the code of conduct.Undertake training on Beazley policies and procedures as delivered by your line manager, the Talent Management development or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
• Display business ethics that uphold the interests of all our customers.
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Talent Management or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas.This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management.
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system.These may include membership of any Beazley committees or working groups.

Personal Specification:

Education and Qualifications

• Degree or equivalent in any discipline

Skills and Abilities

• Excellent excel skills are required for this role, with a willingness to learn
• Ability to think creatively to both anticipate and solve problems. Able to harness technical knowledge of a system to respond effectively to business needs
• Able to work with a large amount of detailed information whilst retaining focus and achieving consistent quality and accuracy
• Ability to analyse and manipulate business data in order to create, map and maintain relevant templates
• Able to translate technical issues into simple language so these can be readily understood by the business, and to interact with the business to resolve these successfully
• Ability to think creatively to both anticipate and solve problems
• Ability to clearly document and communicate operating process and procedures

Knowledge and Experience

• Experience of cleansing/manipulating business data, preferably within an insurance environment for analysis purposes and/or using systems to do this
• Numerate with ability to deal with large volume of data whilst retaining detail accuracy
• Knowledge of binding authorities / bordereaux beneficial
• Knowledge of Macro’s beneficial
• Experience of working in a Lloyd’s / general insurance environment advantageous

Aptitude and Disposition

• Outcome focused, self-motivated, confident and enthusiastic
• Professional approach to successfully interact with key stakeholders
• Diplomatic, cooperative and collaborative in approach
• Assertive, persuasive, resilient
• Attention to detail - able to work methodically through large amounts of detail without losing focus
• Aptitude for problem solving
• Good communication and numeracy skills
• Persistent, able to handle frustration and see issues through to the end, flexible enough to change approach and find creative solutions when issues arise

Competencies

• Accuracy
• Numerate
• Analytical thinking
• Problem solving
• Concern for quality
• Customer focus