At an insurance carrier, reinsurance operation, or financial-services firm, you process bordereau reports — the periodic statements that detail premiums, claims, and policy movements between insurers and reinsurers or between carriers and managing general agents.
The work centers on the bordereau cycle — pulling premium and loss data, reconciling against policy systems, building the bordereau report in the carrier-specified format, distributing to reinsurance or MGA partners on schedule. You're often the operational owner of a reporting cycle that drives money movement between insurance parties. Accuracy and on-time delivery are the operating measures.
The harder part is often the niche-specialization dimension — bordereau reporting carries insurance-and-reinsurance accounting conventions that aren't intuitive, and the learning curve runs years. Variance across employers is wide: at major reinsurers and large insurance buyers the work is structured with dedicated teams; at MGAs and smaller carriers it may share space with broader insurance accounting.
Clerks who do well tend to carry insurance-accounting fluency and patience for niche conventions. AIAF, CPCU, and ARe credentials anchor advancement. The trade-off is the specialized career path — bordereau work doesn't translate cleanly outside insurance, and senior roles cluster in major insurance markets.
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View all Admin & Office roles →At an insurance carrier, reinsurance operation, or financial-services firm, you process bordereau reports — the periodic statements that detail premiums, claims, and policy movements between insurers and reinsurers or between carriers and managing general agents.
Median pay for a Bordereau Clerk is about $48K nationally, with the field ranging roughly from $35K to $64K depending on experience, employer, and metro (BLS).
Core skills for this role include Reading Comprehension, Active Listening, Writing, Monitoring, and Speaking.
Most people in this role hold a high school diploma.
Employment in this field is projected to decline about 36.1% through 2034, with roughly 36,030 people working in it today (BLS).
Closely related roles include Document Processor, Clerk Specialist, and Data Transcriber.
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