Commercial Due Diligence Consultant for a boutique strategy consultancy, focusing on the insurance sector. Primary responsibilities include market assessment and investment feasibility analysis.
About the role
- Insurance Analyst analyzing commercial loan coverage according to investor guidelines and assisting borrowers. Maintaining insurance data and reviewing documentation for compliance with investor requirements.
Responsibilities
- 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
- Main point of contact on insurance questions, coverage requirements and investor guidelines
- Review Investor insurance guidelines and loan documents to establish baseline requirements
- Review Loan Documents, Appraisals, Engineering, Seismic, and Phase I Environmental Reports
- Perform annual review of insurance certificates, policies, statement of values and invoices
- Process Insurance waivers/Exceptions with supporting documentation
- Responsible for maintaining insurance data in the Enterprise servicing system and Salesforce
Requirements
- Bachelor’s degree or equivalent experience
- Minimum of 1 year of insurance experience
- Professional designations such as CIC, CPCU, ARM, AU, AINS or equivalent is preferred
- Excellent attention to detail, judgment, flexibility, accountability, and dependability
- Strong time management and organizational skills
- Clear knowledge of Commercial Insurance Coverage –Property, General Liability, Professional Liability and Umbrella/Excess Liability Insurance
Benefits
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
- Career development opportunities
- Empowerment and encouragement to give back – volunteer hours and donation matching
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
IA
Directeur(trice) en gestion des risques stratégiques chez iA Financial Group. Supervisant la gestion des risques stratégiques et mobilisant les parties prenantes vers l'innovation.
Assurance Senior for Employee Benefit Plans at CLA aiding in compliance with ERISA and IRS regulations. Leading engagements and training team members while developing project management skills.
Insurance Advisor supporting billing and insurance verification at MercyOne Health System. Responsible for verifying insurance and managing accounts receivable with customer service training.
Insurance/Pre - Authorization Representative receiving and confirming insurance information for the Metabolic and Bariatric Surgery Program. Collaborating with patients and practitioners regarding coverage issues at Saint Alphonsus Health System.
Insurance Advisor handling customer insurance needs and relationships with BüchnerBarella insurance broker firm. Focusing on customer satisfaction and tailored insurance solutions.
BU
Insurance Consultant managing individual insurance needs in Real Estate and Residential sectors. Building sustainable partnerships and developing customized coverage solutions for clients in the insurance industry.
Insurance Advisor focusing on customer satisfaction for industrial and commercial clients. Delivering tailored insurance solutions and negotiating with service providers in a hybrid work environment.
Assurance Supervisor at BPM executing audits, reviewing work, and managing client engagements. Leading audit strategies and developing teams for non - profit organizations in the San Francisco Bay Area.
Kundenberater im Innendienst bei BüchnerBarella, einem technischen Versicherungsunternehmen. Ermitteln von Versicherungsbedarf und Verhandlungen mit Dienstleistern zur Kundenzufriedenheit.