Title: Bordereaux Data Manager
Entity: Rokstone Underwriting
Location: EC3R 8AF
Who We Are
Rokstone, part of the Aventum Group, is an established international underwriting MGA and approved Lloyd’s of London coverholder, where we also hold a Lloyd’s Box. With innovation at our core, we go beyond the ordinary to offer brokers specialised (re)insurance solutions. Within Rokstone, we house specialist MGAs such as Novus, iSure and iFarm, each contributing to our commitment to redefining industry standards.
At the heart of Aventum are our people. Working together in dynamic, service-focused teams, we prioritise our customers in everything we do. Collaboration fuels our success, courage drives our innovation and continuous improvement keeps us ahead in a rapidly evolving industry. Our shared commitment is to revolutionise insurance for the better, one day at a time.
We also believe that investing in our people is investing in our future. By empowering people across the Group to develop their careers, advance within the Group, and embrace new challenges, we build an environment where growth and learning never stop.
Our competitive benefits package, offered via a flexible benefits platform, reflects this. Beyond core benefits, employees have the freedom to tailor their benefits to meet their individual needs, supporting their unique goals and ambitions.
Summary
We are seeking a highly skilled and motivated Data BDX Manager to lead the operational management, quality assurance, and delivery of Written, Paid, and Claims Bordereaux (BDX) data across all lines of business. This role plays a pivotal part in ensuring accurate, compliant, and timely reporting to carriers and internal stakeholders.
You will oversee the full lifecycle of BDX data collection, validation, transformation, and submission, while implementing scalable and automated processes to support Rokstone’s growth ambitions. The successful candidate will combine strong technical and analytical capabilities with leadership and stakeholder management skills, ensuring that all BDX outputs align with underwriting, delegated authority, finance, and regulatory standards.
1. Automation, Data & Process Innovation
* Lead and design the implementation of automation and data process improvements to drive scalability, accuracy, and efficiency across all BDX activities.
* Identify and deploy automation tools (e.g. VBA, SQL, RPA, Python, or Power Automate) to streamline data validation, transformation, and submission processes.
* Partner with technology and data teams to deliver enhanced system capabilities, improved data flows, and integration between internal and external systems.
* Champion data quality initiatives, ensuring integrity, transparency, and traceability throughout the BDX lifecycle.
* Develop and maintain data dashboards, exception reports, and analytics to support operational insights and continuous improvement.
2. Leadership & Team Management
* Manage and develop the BDX team, ensuring timely and accurate production of Written, Paid, and Claims BDX data.
* Allocate resources effectively across BAU operations, projects, and ad-hoc requests.
* Foster a culture of accountability, ownership, and professional growth.
* Support team upskilling and career progression through mentoring, training, and development initiatives.
* Promote best practices in collaboration, documentation, and knowledge sharing.
3. Governance, MI & Reporting
* Ensure compliance with Lloyd’s, carrier, and internal data governance standards.
* Oversee the preparation of management information (MI), performance metrics, and reporting packs for senior management and ExCo.
* Support internal and external audits through accurate documentation, data lineage tracking, and clear process control evidence.
* Establish robust governance frameworks for BDX data, ensuring audit readiness and control adherence.
* Maintain transparent reporting pipelines with clear version control and validation checkpoints.
4. Operational Excellence & Stakeholder Management
* Action governance of all BDX outputs, ensuring adherence to quality, accuracy, and timeliness standards.
* Maintain structured processes for BDX data production, validation, and reconciliation between internal systems, bordereaux data, and carrier records.
* Act as the key point of contact for carriers and internal stakeholders on all BDX-related matters.
* Collaborate closely with Underwriting, Delegated Authority, Claims, Finance, and Data teams to align BDX outputs with business and regulatory requirements.
* Handle carrier and stakeholder queries efficiently and professionally.
* Drive continuous improvement in process control, service quality, and reporting accuracy.
Role Requirements
* Significant experience managing Bordereaux (Written, Paid, and Claims) data within an MGA, Syndicate, or underwriting environment.
* Strong understanding of Binding Authority and London Market processes.
* Proven track record in data management, validation, and reconciliation in a BDX or delegated authority context.
* Demonstrated leadership experience in managing and developing high-performing teams.
* Experience implementing process improvements and automation solutions (e.g. VBA, SQL, RPA, Power BI, or other data platforms).
* Strong stakeholder management skills and confidence in engaging with underwriters, carriers, and senior management.
* Competence in using Bordereaux management software (e.g. Tide, VIPR, Advantage, or similar).
* Excellent organisational skills, with the ability to manage multiple workstreams under tight deadlines.
* High attention to detail, data accuracy, and reporting integrity.
* Experience interpreting and processing both standard (Lloyd’s v5) and non-standard BDX formats.
We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.
We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.
FCA Conduct Rules
Under the Senior Managers and Certification Regime the FCA and Aventum expects that:
1. You must act with integrity.
2. You must act with due skill, care and diligence.
3. You must be open and cooperative with the FCA, the PRA and other regulators.
4. You must pay due regard to the interests of customers and treat them fairly.
5. You must observe proper standards of market conduct.
6. You must act to deliver good outcomes for retail customers.