Bordereau Clerk
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.
What it's like to be a Bordereau Clerk
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.
Where this role sits in the broader career landscape — and where it can take you.
Roles like this one sit within a broader occupational category. The numbers below reflect that full landscape — helpful for context, but your specific experience will depend on level, specialty, and where you work.
How this category is changing
Skills & Requirements
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