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Acumenz Consulting

Bordereaux (BDX) Analyst / Insurance Data Analyst

Acumenz Consulting · United States

  • On site
  • Contract
  • United States
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About the role

Role: Bordereaux (BDX) Analyst / Insurance Data Analyst

Location: Remote – EST or CST candidates only

Duration: Long-Term Contract

Experience: 8+ Years

We are seeking an experienced Bordereaux (BDX) Analyst with strong P&C / Specialty Insurance / MGA / Program business experience. The ideal candidate will have hands-on experience with BDX reporting, premium reconciliation, insurance data analysis, SQL, and data quality validation.

Key Responsibilities:

  • Create, maintain, and validate Bordereaux (BDX) reports for carriers, MGAs, and program business.
  • Analyze written, earned, and paid premium, policy, and claims data.
  • Reconcile written vs. paid premium bordereaux and investigate discrepancies.
  • Use SQL for data extraction, joins, aggregations, and reconciliation.
  • Perform data quality checks and identify anomalies and inconsistencies.
  • Collaborate with Underwriting, Finance/Accounting, Claims, and Operations teams.
  • Support carrier reporting, month-end/quarter-end reporting, and ad hoc analytics.
  • Use advanced Excel for analysis and validation.
  • Support automation of BDX reporting and validation processes.

Preferred: Power BI/Tableau, insurance policy administration systems, data warehouses, and delegated authority/MGA business models.

3 Most Important Skills

  1. Bordereaux (BDX) Reporting & Premium Reconciliation
  2. Advanced SQL & Insurance Data Analysis
  3. P&C / Specialty Insurance / MGA Domain Expertise