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Insurance & Finance Manager

Salary
Competitive
Employment
Full Time
Real Estate Field
  • Insurance / Risk Management
Location
San Mateo
Region
CA
Postal Code
94403
Country
United States

Apply Now

Description


ESSENTIAL JOB FUNCTIONS:

 

  • Work with brokers and underwriters on placements, acquisitions and special projects.
  • Work with internal customers on insurance matters
  • Compile underwriting information and review brokers’ specifications for accuracy
  • Analyze premium exhibits, proposals and cost benefit decisions
  • Analyze loss projections
  • Work with Hawaii based Corporate entity “Pacific Western Insurance, LLC”
  • Prepare budget allocations and track variance
  • Manage update of insurance tracker with binders, policies, premiums, etc.
  • Analyze insurance contract reviews
  • Manage RFP process
  • Manage attorney coverage enhancement process
  • Manage Insurance open items
  • Prepare presentations for insurance committee meetings
  • Assist in special projects or other duties

QUALIFICATIONS:

Education: Bachelor’s degree 

Experience: Minimum.  5+ years insurance experience.  Multifamily and Construction experience and/or Brokers License a plus.

 

Skills:

  • Analyze programs and coverage's, evaluate alternatives and make recommendations
  • Strong negotiation skills
  • Strong organizational skills
  • Excellent interpersonal skills
  • Excellent communication and presentation skills
  • Computer literacy (Microsoft Word, Excel, Outlook)

 

WORKING ENVIRONMENT: Position requires ability to work standard hours and business days.  Individuals must possess the ability to work the necessary days/hours to complete the essential functions of the position. Work schedule subject to change.


PHYSICAL DEMANDS:
Standard office setting; sufficient physical ability to work in an office setting and operate office equipment.

Job Functions


  • Property Management
  • Risk Management
 

Job Sector


Not specified

 

Experience


5+ to 7 years


Apply Now
 
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