DescriptionJoin our team as a Trust & Estate Operations Insurance Officer where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance operations. This is an opportunity to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts.
As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies claims and renewals enhancing operational efficiency and mitigating risks.
Job Responsibilities:
- Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
- Coordinate with internal and external stakeholders including vendors underwriters and property managers to ensure effective management of insurance policies claims and renewals.
- Leverage expertise in Real Estate Oil & Gas and insurance to enhance operational efficiency and mitigate risks.
- Handle documentation and renewal of external insurance policies for real estate properties tenants and Oil & Gas working interests.
- Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage.
- Prepare and maintain monthly reports to monitor financial activities new assets and claim statuses.
- Support the annual renewal process of the Master Insurance Program (MIP).
- Assist in evaluating existing policies carrier quality and coverage limits to ensure compliance and adequacy.
- Develop and maintain detailed procedures workflows and models to optimize operational efficiency.
- Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
- Work closely with management to prioritize and implement improvement opportunities.
Required Qualifications Capabilities and Skills:
- Minimum of 3 years of experience managing Real Estate and Oil & Gas insurance industry operations.
- Strong expertise in Real Estate Oil & Gas and insurance fields.
- Excellent coordination and communication skills to work with internal and external stakeholders.
- Experience in conducting insurance assessments and preparing financial reports.
- Ability to collaborate effectively across multiple lines of business suppliers and various levels of management.
- Excellent written and verbal communication skills.
- Strong attention to detail and organizational skills.
- Must be able to work efficiently and independently.
- Highly proficient in Microsoft Suite of Applications including Access Excel OneNote and PowerPoint.
Preferred Qualifications Capabilities and Skills:
- Insurance License.
- Strong resilience when working in high-pressure deadline-oriented environments.
- Ability to prioritize and manage multiple simultaneous responsibilities.
- Flexible can-do approach.
Required Experience:
Unclear Seniority