Morson Edge (Financial Services)
Bordereaux Analyst
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Bordereaux Analyst – Specialty Insurance
Location: London (Hybrid)
A leading specialty insurer is looking for a Senior Bordereaux Analyst to join their Delegated Authority team. This role will support the management, validation, and oversight of bordereaux data across a Lloyd’s market portfolio, working closely with Underwriting, Claims, Finance, brokers, coverholders, and TPAs.
Key Responsibilities:
- Manage the receipt, review, and processing of premium, risk, and claims bordereaux.
- Validate, cleanse, and upload data into internal systems, investigating discrepancies and data quality issues.
- Ensure compliance with Lloyd’s reporting standards, binding authority agreements, and regulatory requirements.
- Support coverholder and TPA relationships, resolving queries and improving data processes.
- Produce MI and reporting to support underwriting oversight and portfolio performance.
- Assist with audits, governance activities, and continuous improvement initiatives.
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Key Requirements:
- 3+ years’ experience in bordereaux management, oversight, or delegated authority operations.
- Strong understanding of Lloyd’s market processes, binding authorities, and coverholder reporting.
- Experience handling premium, risk, claims, and paid bordereaux.
- Advanced Excel skills (pivot tables, lookups, data cleansing).
- Strong stakeholder management skills with experience working with brokers, coverholders, and internal teams.
- Experience with Lloyd’s systems (ATLAS, DCOM, ECF2, IMR, Crystal) and/or data mapping tools is desirable.
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An excellent opportunity to join a growing specialty insurance business with exposure across Delegated Authorities, underwriting, and Lloyd’s market operations.
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