Quarterly Bordereau & Reinsurance Statement Creation
Budget: $10 – $30 USD
I'm seeking a professional with great experience in preparing spreadsheets.
The main task is to make a Bordereau Excel template.
It should contain insurance policies data (gross rate, net rate, premium for the insurance company and the reinsurers, retention percentage, and claims data).
More importantly, there should be a separate sheet that can generate a reinsurance statement of account (SOA) for me by only adding the policyholder name in the search box. (SOA is basically the reinsurer premiums minus claims.).
Ideal Candidates:
- Experience in Microsoft Excel.-
- Data analysis.
The main task is to make a Bordereau Excel template.
It should contain insurance policies data (gross rate, net rate, premium for the insurance company and the reinsurers, retention percentage, and claims data).
More importantly, there should be a separate sheet that can generate a reinsurance statement of account (SOA) for me by only adding the policyholder name in the search box. (SOA is basically the reinsurer premiums minus claims.).
Ideal Candidates:
- Experience in Microsoft Excel.-
- Data analysis.