Transaction Analyst – Insurance Consulting, Renewable Energy, P&C Insurance

Dayforce

Transaction Analyst providing sophisticated risk advisory services specializing in insurance consulting for institutional clients in complex commercial real estate transactions.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in property and casualty insurance brokerage, including risk analysis, insurance coverage evaluation, and deal management. Proficient in client communication and documentation, ensuring compliance with insurance requirements and effective risk management strategies.

Highest-signal resume keywords

Property And Casualty Insurance Brokerage ExperienceRisk Analysis And ManagementInsurance Coverage EvaluationDeal Management ExperienceValid Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Coverage Terms And ConditionsPolicy Forms And EndorsementsCatastrophe Modeling ReportsContractual Insurance AnalysisClient Deliverables PreparationRisk Assessment DocumentationDeal Package DeliveryInsurance Package DiscussionClient Education In Risk ManagementData Integrity Compliance

Soft Skills

Excellent Verbal And Written Communication SkillsCustomer Service SkillsProblem Solving SkillsTime Management SkillsOrganizational And Prioritization Skills

Tools & Technologies

Microsoft Office Suite

Certifications & Qualifications

Valid Insurance License

Industry Keywords

Commercial Real Estate LendingInsurance RequirementsRisk TransferMarket IssuesInstitutional LendersBlue Chip Real Estate Owners

About the role

Key responsibilities & impact

Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and CMBS loan originations
Provides insurance requirements based on deal type, geography and lender requirements
Analyzes proposed insurance coverage, and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution/negotiation
Completes in-depth analysis of catastrophe modeling reports
Prepares waivers and exclusion reporting as appropriate
Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing
Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction
Creates and submits client deliverables including accurate risk assessment and documentation
Delivers complete deal package including evidence of insurance and other required documentation
Discusses the insurance package with investors and loan buyers
Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends
Serves as a trusted business advisor on all pertinent issues
Handles high level professional communications to institutional lenders and blue chip real estate owners
Responsible for deal flow management, client status reporting, issue tracking and resolution
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned.

Requirements

What you’ll need

Bachelor's Degree or equivalent combination of education and experience
Three (3) or more years of property and casualty insurance brokerage experience (including client service and document review/analysis experience)
In-depth working knowledge of property and casualty insurance coverage terms and conditions, policy forms, endorsements and catastrophe modeling reports for wind and earthquake
Transaction or deal management experience a plus
Commercial real estate lending experience a plus
Valid Insurance License
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Good planning, organizational and prioritization skills
Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines
Ability to be flexible, change roles quickly and be comfortable in a dynamic atmosphere
Strong proficiency in Microsoft Office Suite

Benefits

Comp & perks

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Enterprise Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations. Transaction Analyst – Insurance Consulting, Renewable Energy, P&C Insurance Job not on LinkedIn 🔥 2 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and CMBS loan originations
Provides insurance requirements based on deal type, geography and lender requirements
Analyzes proposed insurance coverage, and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution/negotiation
Completes in-depth analysis of catastrophe modeling reports
Prepares waivers and exclusion reporting as appropriate
Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing
Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction
Creates and submits client deliverables including accurate risk assessment and documentation
Delivers complete deal package including evidence of insurance and other required documentation
Discusses the insurance package with investors and loan buyers
Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends
Serves as a trusted business advisor on all pertinent issues
Handles high level professional communications to institutional lenders and blue chip real estate owners
Responsible for deal flow management, client status reporting, issue tracking and resolution
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned. 🎯 Requirements
Bachelor's Degree or equivalent combination of education and experience
Three (3) or more years of property and casualty insurance brokerage experience (including client service and document review/analysis experience)
In-depth working knowledge of property and casualty insurance coverage terms and conditions, policy forms, endorsements and catastrophe modeling reports for wind and earthquake
Transaction or deal management experience a plus
Commercial real estate lending experience a plus
Valid Insurance License
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Good planning, organizational and prioritization skills
Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines
Ability to be flexible, change roles quickly and be comfortable in a dynamic atmosphere
Strong proficiency in Microsoft Office Suite Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Licensed Health Insurance Sales Agent 🔥 19 minutes ago TRANZACT 1001 - 5000 Website LinkedIn All Job Openings Licensed Health Insurance Sales Agent providing sales for recognized insurance brands. Engaging with customers to help them obtain new policies in a professional and compliant manner. 🇺🇸 United States – Remote 💵 $50k - $70k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance Insurance Agent – High Level Strategy 🔥 1 hour ago Legacy Planning 1 - 10 ⚖️ Legal 🛡️ Insurance 👥 B2C Website LinkedIn All Job Openings Insurance Agent providing tailored insurance solutions to clients with a focus on relationship building and customer satisfaction. Join a supportive remote team in a dynamic insurance agency. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance Advanced Market Insurance Agent – High Level Strategy 🔥 1 hour ago Legacy Planning 1 - 10 ⚖️ Legal 🛡️ Insurance 👥 B2C Website LinkedIn All Job Openings Insurance Agents providing tailored insurance solutions and building relationships with clients. Flexible remote work schedule with opportunities for professional growth in a supportive environment. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance Licensed Life Insurance Agent 🔥 1 hour ago Legacy Planning 1 - 10 ⚖️ Legal 🛡️ Insurance 👥 B2C Website LinkedIn All Job Openings Licensed Life Insurance Agent managing client relationships and assessing insurance needs for GIA Legacy Planning. Remote position offering training, mentorship, and commission-based earnings. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance Advanced Market Insurance Agent – High Level Strategy 🔥 1 hour ago Legacy Planning 1 - 10 ⚖️ Legal 🛡️ Insurance 👥 B2C Website LinkedIn All Job Openings Licensed Life Insurance Agents recommending insurance solutions for clients with a focus on personalized service and professional growth in a dynamic environment. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance View More Insurance Professional Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs