Bordereaux Technician

Canopius•Chicago, IL

31d

About The Position

The Role 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

Bordereaux processing 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.
Data Analysis 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.
Testing 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.
Data Administration (if applicable) 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.