Insurance Advisor responsible for advising clients on coverage and managing their onboarding. Engage with clients through multiple channels to deliver exceptional service and establish trusted relationships.
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
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