Associate, Tax & Insurance

The Associate role is primarily responsible for a portfolio of loans to ensure the insurance obligations are maintained by analyzing property, liability, and regional perils to mitigate coverage limits, deductible and other identified deficiencies through correspondence with the Borrower and the Agent to bind adequate coverage on an annual basis.

Requirements

• Knowledge of core insurance coverages such as Property, Liability, Auto, Crime, Wind/Named Storm, Flood, and Earthquake etc.
• Ability to remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower.
• Ability to respond timely to inquiries from internal and external customers, ensuring that the proper notification, escalation, communication, and coordination occurs with management related to the performance of job duties, as needed.
• Ability to monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager or team lead as needed.
• Ability to utilize the Servicing System and other software applications to facilitate insurance reviews.

Benefits

• competitive vacation policy
• floating personal holidays
• extensive leave options
• annual observed holidays