Bordereaux & Finance Technician

• Receive, validate, and process bordereaux files from MGAs, brokers, and TPAs
• Ensure data aligns with binder terms and conditions
• Identify and resolve discrepancies or formatting issues
• Upload and reconcile data in internal systems (e.g., Sage, policy admin platforms)
• Maintain accurate records and audit trails
• Generate reports for internal and external stakeholders
• Ensure submissions meet regulatory and contractual requirements
• Apply authority checks based on monetary thresholds
• Support internal audits and respond to compliance queries
• Liaise with underwriting, claims, finance teams, and external partners
• Assist in onboarding new partners with bordereaux templates and requirements
• Provide feedback to improve data quality and submission processes

• Experience in bordereaux processing, insurance operations, or data administration
• Strong understanding of insurance/reinsurance principles (especially A&H or delegated authority)
• Proficiency in Excel and data tools
• Sage experience is a plus
• High attention to detail and analytical thinking
• Strong communication and stakeholder management skills
• Ability to work independently and meet deadlines

Sage experience

• Fully remote working
• Potential to go permanent
• Great company benefits
• Exposure to a fast-paced, professional insurance environment