General:
Job Title: Claims Bordereaux Technician
Division: Claims Solutions
Reports To: Claims Bordereaux Team Manager
Key Relationships: Claims team, external service providers, UCO, Underwriters, and other staff
Job Summary: 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.

EDUCATION AND QUALIFICATIONS

• Degree or equivalent in any discipline – preferred but not essential
• A minimum of 3 A ‘Levels’

SKILLS AND ABILITIES

• 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

KNOWLEDGE AND EXPERIENCE

• 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

• Perform the core processes necessary for controlled delegated claims handling:
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• 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.