T&E Operations Real Estate Oil and Gas Insurance Officer

Join 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 envir...