Insurance

• Determines compliance of insurance policies on more complex real estate loans against requirements in related loan documents, servicing contracts, government-sponsored enterprise (GSE) guides, internal policies and procedures, and applicable regulations.
• Works with borrowers and clients to obtain evidence of compliant insurance, protecting PNC, investors, and clients.
• Corresponds with borrowers, insurance agents, and insurance companies to resolve any insurance issues or discrepancies.
• Resolves escalated matters, in partnership with management or more senior analysts as necessary, with respect to non-compliant coverage, discrepancies, and/ or customer service issues.
• Communicates effectively with internal and external parties, which may also include vendors, outside counsel, agencies, master/special servicers, and investors.
• Assists in the preparation and case write-ups of insurance waivers as appropriate.
• Processes insurance premium disbursements, claims, and prepares as necessary for lender placement of insurance deficiencies.

Senior Insurance Associate

• applies advanced specialty product knowledge to the day-to-day servicing of a portfolio of commercial real estate loans
• supports the day-to-day servicing of a portfolio of commercial real estate loans, ensuring compliance with loan document
• resolves non-compliant issues through written and verbal communication with both internal and external parties
• may review and process loan payments, escrows and reserve account disbursements
• may assist in the preparation of periodic reporting including investor, internal and regulatory reports
• must maintain accurate and up-to-date loan servicing records in the servicing system

Loan Support Consultant – Insurance Servicing

• Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long-term goals, offering tailored life insurance and investment-based solutions (once state certifications and company sponsored training are achieved).
• Financial Guidance: Educate members on a variety of financial tools including life insurance, retirement planning, college savings, and other asset protection strategies.
• Member Lead Engagement: Meet with existing member leads provided through local marketing efforts and community engagement initiatives.
• Relationship Building: Provide exceptional, ongoing service to members with regular reviews and check-ins to adjust financial plans as life evolves.
• Community Engagement: Actively build your network through relationship-based prospecting, local involvement, referrals, and member events.
• Training and Growth: Participate in Modern Woodmen’s mentorship and training programs to sharpen your professional skills and explore paths to leadership.
• Goal Achievement: Meet or exceed performance benchmarks for member activity, plan implementation, and retention.
• Compliance & Ethics: Adhere to all industry regulations, company policies, and state licensing requirements, maintaining the highest standards of professionalism, integrity, and ethical conduct in all member interactions.

Insurance Agent, Training

• Transforming data into decision‑ready insights to drive business performance
• Performing complex analyses to inform data‑driven decisions
• Identifying trends, evaluating performance, and developing recommendations
• Collaborating with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology

Commercial Insurance Analyst

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• Serve as a trusted advisor to commercial business leaders, using advanced analytics and strong consulting skills to shape strategy and drive measurable business outcomes.
• Lead complex, cross-functional analytical initiatives from problem definition through recommendation and implementation.
• Proactively identify emerging trends, risks, and opportunities within the commercial book of business and influence decisions at senior leadership levels.
• Regularly lead and contribute to enterprise-impact initiatives, mentor and develop less experienced analysts, and ensure analytical rigor, consistency, and business relevance across deliverables.

Commercial Insurance Analytics Consultant

• You'll guide, support, and inspire customers while offering solutions that truly make a difference.
• This is not your average customer service role.
• You're self-motivated and thrive in a fast-paced, supportive environment.

Life Insurance Sales

• Identify and quickly troubleshoot problems on federate systems (co-located and at remote sites), RTI infrastructure software, client system software and networking
• Serve as a manager of the JLCCTC Federation and as a communications hub for multiple simultaneous events
• Advise government representatives on technical recommendations and timelines with regards to JLCCTC capabilities
• Ensures all exercise databases are complete, accurate, functional and on time
• Travel will not exceed 10%

Information Assurance Specialist – ISSO

• Utilize online systems, phone communication, and other resources to determine eligibility and benefits prior to scheduled appointments in accordance with Vail Health timelines
• Accurately identify and assign payer plan codes in the organization’s electronic health record system
• Verify medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicate coverage and eligibility details to patients
• Communicate with patients, physicians, clinicians, front-end staff, and translators to gather any additional required information
• Identify and obtain missing patient demographic, insurance, or pre-authorization details
• Coordinate benefits by determining primary and secondary liability when applicable
• Obtain pre-certifications and pre-authorizations from third-party payers per payer requirements
• Escalate complex cases and notify patients or physician offices of any issues impacting verification or eligibility
• Communicate patient financial responsibility directly or partner with appropriate staff to review payment and financial assistance options
• Demonstrate and uphold the principles of a Just Culture
• Perform other duties as assigned; must remain HIPAA compliant

Insurance Verification Representative

• Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non-escrow insurance products.
• Key in and validate data received in order to update loan records.
• Match insurance documents to loan records in the Miniter Ecommerce System.
• Train in additional supplemental processes based on business need.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.
• Actively participate in all training sessions, team meetings, department meetings, and one-on-one meetings.
• Participate and/or collaborate in assignments and special projects.
• Attend industry-related continuing education training and courses.
• Other responsibilities as directed.

Insurance Tracking Representative

• Schedule and conduct on-site visits and complete appropriate reports for our customers to evaluate risk. Identify different business operations, construction materials, fire protection systems, safety measures and develop recommendations pertaining to safety and loss control.
• Professionally represent Verisk and our customers via phone, in person and in written correspondence.
• Execute on our data quality commitment using your eye for detail and communication skills in completing accurate and customer-centric reports.

Field Representative, Insurance Inspections

• Evaluating submissions to determine a comprehensive marketing plan based on carrier appetites.
• Updating policy information, gathering loss reports, and completing applications/submissions.
• Working with insurance company underwriters to receive timely and accurate quotes.
• Negotiating for the terms and conditions that position us to win.
• Preparing presentations + binding/issuing policies.

Commercial Insurance Specialist

• Manage agent/agency contracting from start to finish
• Support certifications, licensing, and carrier requirements
• Troubleshoot issues and follow up on outstanding items
• Serve as the primary point of contact during the contracting stage
• Track progress in CRM and coordinate with internal teams
• Provide ongoing support (book transfers, updates, etc.)
• Assume responsibility for special projects as assigned

Insurance Contracting Specialist

• Analyze insurance coverage for commercial loans in accordance with Investor guidelines
• Assist borrowers in acquiring appropriate coverage
• Inform, and educate borrowers about coverage, exclusion, and exposure
• Provide technical support to Production/Underwriting/Closing staff specifically in analyzing borrower needs against investor guidelines and risk to the company
• Review Investor insurance guidelines and loan documents to establish baseline requirements
• Review Appraisals, Engineering, Seismic, and Phase I Environmental Reports and Lender Requirements to determine loan-specific insurance requirements
• Perform review of insurance certificates, policies, statement of values and invoices to determine compliance with Investor guidelines
• Process Insurance waivers/Exceptions with supporting documentation for non-compliant insurance issues
• Resolve non-compliant insurance issues with borrowers and insurance agents
• Work closely with Production, Underwriting, Closing and External Consultants to approve coverages while meeting tight deadlines
• Perform other duties as assigned

Pre-Closing Insurance Analyst

• Manage and develop a team of Business Technology Strategists, setting clear expectations, priorities, and performance metrics
• Build team capabilities in strategic thinking, analysis, and stakeholder engagement
• Ensure high-quality, consistent strategic outputs including analysis, roadmaps, and executive communications
• Lead talent development, performance management, and succession planning
• Partner with Insurance leadership to align technology strategy with business goals (growth, efficiency, risk management)
• Translate Insurance strategy into multi-year technology roadmaps and capability plans
• Advise executives on tradeoffs across cost, risk, speed, and value
• Anticipate future needs and shape strategic options proactively
• Own the Insurance technology strategy portfolio, including roadmap development, prioritization, sequencing, and dependencies
• Lead technology investment planning, business case development, and governance
• Prioritize initiatives based on value, alignment, risk, and capacity
• Track outcomes, benefits realization, and KPI performance
• Assess current-state systems, processes, and architecture to identify modernization opportunities
• Partner with enterprise architecture, delivery, analytics, and operations to ensure execution alignment
• Provide oversight for major digital transformation initiatives
• Lead executive discussions, strategy sessions, and workshops
• Communicate complex technology topics in clear, business-friendly terms
• Act as liaison across business, IT, vendors, and partners; influence without direct authority
• Oversee vendor strategy, alignment, and performance

Business Strategy Manager – Insurance Systems

• Discuss needs with clients and advisors of accounts supported by Crump’s Financial Institutions channel
• Manage daily activities and drive sales activity and pending business
• Handle incoming calls directly from referral sources
• Complete insurance applications and take responsibility for following cases through the underwriting process
• Explain to clients and advisors how various insurance products work and describe solutions to meet client needs
• Explain the basics of estate planning, business planning, asset leveraging, and insurance planning including handling 1035 exchanges

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