Bordereaux Technician

Statement of responsibilities:

- Ensuring that all Excel bordereaux, risk, premium and claims are received from the cover holders and claims administrators within contractual service levels

. - Work with cover holders and claims administrators to ensure that all bordereaux are complete and accurate, and to resolve data quality issues that may arise

. - Completely and accurately load all bordereaux received into the binder management system within required timescales

. - Resolve any errors that may occur as bordereaux are loaded into the binder management system

. - Escalate to the Operations Technician, Third Party Administrator Manager or Head of Operations any issues which cannot be resolved directly with the cover holders or third-party administrators

. - Ensure that risk written and premium bordereaux are reconciled

. - Ensure that cash received is reconciled to the premium bordereaux

.
Key Dutie

s:
- Pro-active management of cover holders and third-party administrators to ensure that bordereaux are received within agreed service leve

ls. - Verification of bordereaux contents to ensure that they are complete and accura

te. - Escalate any potential breaches in binder ter

ms. - Assist in the development and maintenance of documented and measurable processes relating to binder management activiti