Remote Bordereaux & Finance Specialist

Office Angels; Remote; GBP 30,000 - 40,000; Full time

Job summary

A staffing agency is seeking a detail-driven Bordereaux & Finance Technician to manage bordereaux files and ensure regulatory compliance. This remote role involves data management, stakeholder communication, and compliance controls within the insurance industry. Ideal candidates will have strong analytical skills, proficiency in Excel, and a solid understanding of insurance principles. The position offers a dynamic work environment with the potential for permanent placement.

Benefits

Fully remote working

Potential for permanent placement

Exposure to a professional insurance environment

Qualifications

• Experience in bordereaux processing, insurance operations, or data administration.
• Strong understanding of insurance/reinsurance principles, especially A&H or delegated authority.
• Proficient in Excel and data tools; Sage experience is a plus.

Responsibilities

• Receive, validate, and process bordereaux files from MGAs, brokers, and TPAs.
• Ensure data aligns with binder terms and conditions.
• Generate reports for internal and external stakeholders.

Skills

Bordereaux processing

Data administration

Communication skills

Attention to detail

Tools

Excel

Sage

Job description

A staffing agency is seeking a detail-driven Bordereaux & Finance Technician to manage bordereaux files and ensure regulatory compliance. This remote role involves data management, stakeholder communication, and compliance controls within the insurance industry. Ideal candidates will have strong analytical skills, proficiency in Excel, and a solid understanding of insurance principles. The position offers a dynamic work environment with the potential for permanent placement.