Provide outstanding service to internal and external clients
Aid in the effective management of our complex insurance portfolio
Serve as a subject matter expert to both the department and the leadership team
Demonstrate a high level of knowledge of the insurance compliance review process and overarching insurance market trends
Provide management, leadership and direction to the insurance analysts
Maintain a portfolio of loans
Ensure all insurance files include accurate representation of loan requirements
Review policy documentation from borrowers and insurance agents prior to the due date
Make timely requests for additional information and corrective measures
Remediate non-compliant insurance with clients
Monitor reports and deadlines to ensure work is completed in advance of set timelines
Assist junior team members with workflow to ensure deadlines are met
Train and develop junior team members on core position requirements and functions
Requirements
3-5 years of experience in insurance selling, underwriting, claims, or CRE insurance
3-5 years of experience in commercial real estate mortgage industry of commercial insurance compliance processing
Ability to educate others, able to translate insurance concepts into clear actionable information/instruction.
Proficiency in Microsoft Office and list other relevant systems or software
Excellent organizational, communication, presentation, and interpersonal skills
Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines;
Ability to manage multiple assignments and transactions simultaneously
Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
Flexibility and ability to work under pressure with tight deadlines and constant interruptions;
Ability to adjust priorities in a changing environment
Benefits
Health insurance
Accident and life insurance
Retirement benefits
Cash bonuses
Long term incentives
Competitive vacation policy
Floating personal holidays
Extensive leave options
Annual observed holidays
Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance compliance reviewinsurance sellingunderwritingclaimscommercial real estate mortgageinsurance compliance processingportfolio managementpolicy documentation reviewremediation of non-compliant insuranceMicrosoft Office
Soft skills
organizational skillscommunication skillspresentation skillsinterpersonal skillsability to educate othersplanning and organizingprioritizationconfidentialityflexibilityability to work under pressure