Claims Bordereaux Technician Job at Social Value Portal Ltd (Birmingham)

Claims Bordereaux Technician

Social Value Portal Ltd

Location:
United Kingdom , Birmingham

Category:
Insurance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

To manage Claims Bordereaux for a portfolio of delegated accounts and perform core processes assigned to the team for those accounts. This includes administrative and agreement processes related to the delegation of claims handling services. Consistently deliver these processes and assist with identifying opportunities for improved efficiency and consistency through process improvement and automation.

Job Responsibility:

Review, reconciliation, and agreement of claims bordereaux (BDX)
Agreement of fee/settlements within authority
Management of data associated with BDX processing on internal Claims database, ClaimCenter
Liaise with claims managers, brokers and Delegated Claims Adjustors (DCA’s) to resolve BDX issues that arise
Escalation of DCA over authority claims to Claims Managers
BDX review and activities to be completed in line with team performance SLA’s
Liaise with Claims Managers to ensure smooth transition of new accounts into the team
Take ownership of the BDX format and processing on Delegated Data Manager for accounts owned
Take ownership of the recovery of Loss Funds for managed accounts and oversee the process for getting the Loss Funds returned promptly
Take initiative to identify and resolve problems as they arise to facilitate the smooth running of the team’s core processes
Collaborate with other Claims BDX Analysts to ensure teams are meeting performance SLA’s and supporting each other during busy periods
Work with Claims BDX Team Manager to support and assist with the training process for new joiners
Contribute to ad-hoc team projects and data exercises as they arise
Prepare, interpret and analyse statistics in response to ad-hoc requests for information and feedback any relevant trends or significant developments to appropriate staff
Support the analysis and management of bordereaux from third party providers, using various processing systems such as ECF2, DDM and ClaimCenter
Assist with documentation and maintenance of processes relating to review and reconciliation of bordereaux, and team procedure documents
Assist with the review and reconciliation of loss funds
Working with the wider claims teams to understand their data requirements, and any action required to facilitate upload of their data on to the system
Analysis of bordereaux to ensure that the bordereaux uploaded into the DDM database in a clean, consistent manner
Review of Monthly MI reports and proactively manage and ensure all managed accounts are up to date
Liaise with staff in other teams and with external parties such as Xchanging, service providers and brokers to obtain or provide claims files, documents, or data
Prepare regular and ad-hoc claims reports as required
Prepare files, documentation and reports as required for claims-related meetings
Support claims performance measurement / management efforts
Support the improvement and build of management information (MI) reporting
Support the Vendor Account Management Team with effective oversight of our DCA arrangements
Work closely with all Claims personnel to achieve an integrated and seamless claims handling experience for our customers
Identify and implement process improvements either through optimization or automation
Have detailed knowledge of processes within the team’s remit
Work proactively with DCA’s to ensure their compliance with Beazley Terms of Service and provide support where needed
Assist DCA’s with understanding market requirements where needed
Where required, arrange to conduct file reviews and support the resolution of any issues identified
Provide support to the Vendor Account Management Team with the oversight of our external providers
Build collaborative working relationships with other team members
Proactively contribute to team meetings
Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic attitude
Undertake relevant training on Beazley policies and procedures
Comply with any specific responsibilities necessary for your role
Perform additional responsibilities as required by line managers

Requirements:

Degree or equivalent in any discipline – preferred but not essential
A minimum of 3 A ‘Levels’
Able to harness technical knowledge of a system to respond effectively to business needs
Able to work with a large amount of detailed information whilst retaining focus and achieving consistent quality and accuracy
Strong attention to detail and a proactive approach to working
Strong organisational skills
Ability to think creatively to both anticipate and solve problems
Ability to clearly document and communicate operating process and procedures
Excellent excel skills are required for this role
Strong organizational skills
Focus on consistent delivery
Experience of working with bordereaux and an understanding of Lloyds minimum standards would be desirable
Experience in working in a delegated claims environment would be advantageous
Knowledge of DDM, IMR/ECF2 is beneficial
Experience of working in a Lloyd’s/general insurance environment advantageous
High levels of consistent concentration
Attention to detail - able to work methodically through large amounts of detail without losing focus
Aptitude for problem solving
Logical, meticulous, analytical
Enjoys organising data at a detailed level in a consistent, logical way
Professional approach to successfully interact with underwriting and claims staff
Good written and commination skills
Persistent, able to handle frustration and see issues through to the end, flexible enough to change approach and find creative solutions when issues arise
Technical but able to communicate successfully with non-technical staff
Outcome focussed, self-motivated, flexible and enthusiastic

Nice to have:

Degree or equivalent in any discipline
Experience of working with bordereaux and an understanding of Lloyds minimum standards
Experience in working in a delegated claims environment
Knowledge of DDM, IMR/ECF2
Experience of working in a Lloyd’s/general insurance environment

Additional Information:

Job Posted:
April 24, 2026

Employment Type:

Fulltime

Work Type:

On-site work

Social Value Portal Ltd - All Job Offers

Job Link Share:

Claims Bordereaux Technician

Social Value Portal Ltd

Location:
United Kingdom , Birmingham

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 24, 2026

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