Bordereaux Technician

Canopius • Chicago, IL

38d • $55,000 - $70,000 • Hybrid

About The Position

This role is primarily responsible for supporting the processing of and
reconciling of risk, claims and premium data received from appointed agents and
claims third party administrators (TPA’s). The role involves collaboration with
agents and TPAs as well as internal business units, including but not limited to
underwriting, finance and claims.

Requirements

• Strong analytical skills
• Solid knowledge of various data sets pertaining to the insurance or finance industry. Other relevant data knowledge or experience acceptable.
• Excellent written and verbal communication skills.
• Advanced Excel knowledge and skills in other Microsoft Office products to support MI and Reporting
• The ability to effectively plan and prioritize work to meet strict deadlines
• The ability to carry out data quality control, validation and linkage
• The ability to produce and interpret clear graphical representations and data visualizations
• Ability to handle a diverse range of priorities and tasks
• Delivery focused and deadline driven
• Excellent attention to detail
• Change centric – with a focus on continuous improvement
• Problem-solver

Responsibilities

• Prepare incoming risk, claim and premium bordereaux for processing, including but not limited to translating to standard format.
• Provide quality assurance of risk and claims data by cleaning, filtering and running data control checks and validations using most appropriate and relevant methods.
• Work with agents, TPAs, vendors, underwriters, claims and finance to resolve data errors and omissions within reasonable time frames to meet the strict monthly closing schedules.
• Run queries as needed to identify inconsistencies in bordereaux data.
• Perform data reconciliation between the source files and various systems of record.
• Assist with development, modification, testing and distribution of existing or new reports and data calls for various internal and external business stakeholders in collaboration with the MI report developers.
• Perform testing of enhancements and defect fixes for the bordereaux management system.
• Assist with onboarding risk, claims and payment templates for new contracts, through testing and collaboration with team members, underwriters, claims, business analysts and vendors.
• Update system with new catastrophe codes as needed.
• Update code lists for various lookup tables and code maintenance lists.
• Assist with other projects and tasks related to data administration and processing.

Benefits

• We offer all employees a comprehensive benefits package that focuses on their whole wellbeing. This includes hybrid working, a competitive base salary, non-contributory 401k, discretionary bonus, insurances including medical, dental and vision cover, and many other benefits to enhance financial, physical, social and psychological health.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees