Bordereaux Reporting Technician

2 months ago

LeighOnSea, United Kingdom Corin Underwriting Full time

The primary responsibility of this role is to effectively oversee and be responsible for the management of the end-to-end bordereaux validation, payment and mapping process for the business. Providing MI to influence business decisions, delivering operational excellence through continuous innovation and improvements and building and maintaining effective relationships with all key stakeholders to support business continuity and service levels.


You will utilise specific technical skills to support and deliver a high quality, professional service to the underwriting team, senior management team and the wider business including external clients and brokers.

You will have a excellent industry and technical knowledge in the areas of bordereaux management, regulation and compliance as well as demonstrating key attributes of a an exemplary operator i.e. communication; organisation, problem solving etc.


You will be required to build positive relationships and partnerships with the underwriters, management team, suppliers and other key stakeholders.


Whilst executing the responsibilities of this role you will be trusted with the handling of sensitive data, both personal and financial - you must follow all governing and company policies and deadlines to ensure our compliance.


You will organise your time systematically and efficiently, but also using your own initiative to arrange work and resources for yourself to facilitate task achievement within the required timeframes.


You may be delegated tasks which should be completed in a timely manner in addition to your duties, as dictated by the needs of the business.


This role requires you to be data driven, accurate, compliant and methodical, and actively support the objectives for the business.


Role Specification

Bordereaux Management:

  • Be responsible for the management of the end-to-end bordereaux process, effectively validating, reconciling and troubleshooting at all stages.
  • Manage and respond to all bordereaux related queries and exception reporting.
  • Production of periodic MI for the purposes of reporting to senior management and others where applicable.
  • Consistently seek to improve processes and management information ensuring it is accurate and fit for purpose.
  • Ensuring compliance with company policy, customer service standards and external compliance regulations
  • Liaising with key stakeholders and clients utilising all forms of communication including phone, email, online platform or in person

Team Expectations:

  • Adhering to and reinforcing company and departmental values and pillars to demonstrate excellent behaviours and setting exemplary standards
  • Delivering departmental KPIs and SLAs - continuously challenging the status quo and striving to exceed expectations
  • Collaborating with other departments and key stakeholders to deliver accurate provision of reports and dashboards to monitor performance and facilitate improved business decisions

Training and Development

  • Undertaking training in line with agreed objectives. Delivering training to others in line with specific expertise
  • Developing knowledge and understanding of the market and any associated legal or technical changes through additional learning (where applicable)
  • Completion and recording of all CPD activities


What we need -

Corin continues to develop new business, and increase revenues in a competitive market. As a result, we are currently seeking to recruit for a number of roles within the Corin team.

We have an exciting opportunity for an experienced to join a modern, fast-paced organisation who would like to take the next step in their career within a forward-thinking MGA.

This role is being offered during a period of significant growth which means the successful applicant will be expected to hit the ground running, quickly establishing themselves as an integral part of the team and have the confidence to be impactful through efficient processes and operational skill from the outset.


What you offer -

You will:

  • Be able to demonstrate in depth experience of delegated underwriting procedures, bordereaux management and DUA operations
  • Have strong analytical and communication skill
  • Have proven ability to prioritise workload, multitask and manage stakeholder relationships
  • Have excellent IT knowledge including Microsoft Office 365 suite
  • Possess an innovative mindset with a passion for problem solving and drive to continuously improve
  • Be highly numerate and literate
  • Have the ability to work well under pressure, working at pace without compromising accuracy
  • Have ambition and a passion to help drive the business to the next level
  • Be enthusiastic, positive and focused
  • Have a great sense of humour and desire to foster meaningful working relationships


What we offer -

As well as the opportunity to join a fantastic team in a fast growing, forward-thinking MGA, we also offer the following:

  • Competitive salaries and comprehensive benefits
  • 30 days annual leave (inc Bank holidays) plus additional holiday for service
  • Annual bonus scheme
  • CPD study support
  • Company pension contribution of 10%
  • Private medical insurance
  • Hybrid working environment (office/WFH split - minimum 2-3 days p/w in the office)


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