Bordereaux Analyst

Helping you do more

DUAL is a different kind of MGA and has been since day one in 1998. We’ve built our business on the idea that when industry expertise, intelligent underwriting and an entrepreneurial mindset come together, insurance can help our partners thrive. Today that philosophy is as relevant as ever. Our intermediary and carrier partners around the world rely on our underwriting teams to take initiative, lean into the challenges of an increasingly complex world, and respond to our clients’ emerging needs.

A career that grows with you

— A great opportunity for a motivated, team player

— Working within an energetic, fast paced and collaborative team

— We are looking for a hands on, proactive, solution driven candidate, with excellent communication skills

— Full time position: 5 days a week (Remote working & London)

The role entails working in a fast paced and challenging environment with responsibilities for producing and overseeing delegated authority data within a Bordereaux team, inclusive of Written, Premium and Claims Bordereaux, technical analysis and reporting. The role will also involve working with internal teams to address issues and external stakeholders to maintain relationships so excellent communication skills are key.

• Liaise with Business Units to facilitate formal bordereaux information structure for Written/Premium/Claims, working with global products and in a multi-currency environment to ensure reports are accurate and up to date when sent to Brokers/Carriers.
• Monthly review of portfolio for Business Unit, highlighting issues/significant changes etc.
• Proactively raise and manage queries through to resolution with both internal and external stakeholders.
• Maintain and develop Monthly Management information Written/Claims/Premium/Aged Debtor by Business Unit.
• Control of Business Units metrics KPIs and Root cause Analysis across Business Unit binders.
• Check key metrics are being adhered to including Binder Limit/Condition Review/Taxes/Lloyds Risk Codes exception reporting and review.
• Ensure process and procedures are compliant with DUAL business policies and local business policies.
• Management of payments to carriers and other third parties on a monthly basis. Reconciliation of claims trust accounts.
• Respond in a timely manner to External Audit requirements / requests

• Ability to adhere to and manage strict SLAs.
• Identifies and resolves problems proactively and in a timely manner.
• Actively seeks opportunities for improvement and development.
• Displays original thinking and generates creative solutions
• Time management and prioritisation.
• Strong working knowledge of Microsoft Excel.
• Can handle multiple tasks with interruptions
• Numerate and can demonstrate accuracy and thoroughness
• Resilient and adaptable to change.
• Confident and able to develop relationships through effective communication.
• Meticulous and strong attention to detail.

• Experience in reporting in Lloyds minimum standards.
• Knowledge of LMTOM & Market business glossary.
• Experience in producing Written, Premium & Claims bordereaux.
• Well practiced in reconciliations.
• Strong Excel knowledge (Formulas & Pivot Tables)
• Understanding of Delegated Authority

• To remain compliant at all times.
• To obtain appropriate approvals to ensure compliance with company policy, procedures and regulatory requirements/rules, with regards to data protection, money laundering etc.
• To share ideas, best practice and other information within the team.
• Ensure that own performance, HR and T&C records are up to date and meet the Company’s requirements.
• Maintain accurate records and deal with correspondence appropriately.

Yes, we offer all the usual rewards and benefits - including great healthcare provision, a wide variety of wellbeing offers, competitive salary, generous pensions and more - but we know you expect all that.

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