T&E Operations Real Estate/Oil and Gas Insurance Officer

An experienced T&E Operations Real Estate/Oil and Gas Insurance Officer, to oversee and manage our Real Estate and Oil & Gas insurance industry operations within Trust & Estate client accounts.

The ideal candidate will have 3-5 years of experience in the field and will be responsible for coordinating with various stakeholders to ensure effective management of insurance policies, claims, and renewals.

A highly technical, analytical, and independent professional with a strong Insurance background is needed in support of Asset Wealth Management Trust & Estate Fiduciary client accounts.

Key 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, including evaluating and determining appropriate insurance coverage such as flood insurance applications when necessary.


* 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), including inflation guard application and coordination with trust officers.


* 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, including intelligent automation

Qualifications:


* 3-5 years of experience managing and overseeing 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


* Insurance License is preferred.


* Experience in conducting insurance assessments and preparing financial reports.


* Strong resilience when working in high pressure, deadline oriented environment


* 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 Mic...