Monitor and manage insurance exception and expiration reports, ensure data integrity, support lender and internal compliance audits, manage an insurance portfolio, and act as an insurance subject-matter expert partnering with asset, escrow, and closing teams.
Summary:
The Insurance Analyst is responsible for the monitoring and management of the insurance exception report, assist with internal vendor insurance audits, compliance, and document management, as well as the confirmation of reporting and data integrity. This position works directly with the Insurance Operations Manager, Asset Managers, Escrow Managers and Closers all with the intent of providing and maintaining the integrity of the insurance coverage for the BWE loan portfolio.
Major Responsibilities:
- Satisfy Exception (material and non-material) and Expiration Lists.
- Manage the integrity of the data that is provided internally as well as to and from Agents and Borrowers including mortgagee clauses, Lender requirements, insurable values, etc.
- Assist with Lender and Internal Compliance Audits which may include Fannie, Freddie, Fitch or quarterly audits or insurance audits.
- Manage their own portfolio.
- Provide insurance guidance and support acting as an insurance subject matter expert to servicing, production, and senior management as needed.
- Partner effectively with the Asset Managers, Closers, and Escrow Managers to help maintain the integrity of the insurance coverage for the portfolio.
Minimum Requirements:
(experience, education, ksa)
- 10 years’ experience with insurance for commercial real estate
- Relevant experience in commercial real estate finance and loan servicing preferred
- Experience on the insurance agency or carrier side. Insurance Underwriting a plus.
- High school diploma
- Undergraduate business degree preferred
- Possess current insurance designations (i.e. CPCU, CISR, CIC, AIS, CRM, etc.) is a plus.
- Fluency in Microsoft Excel and Word programs.
- Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively in a team environment.
- Excellent organizational and communication skills.
- Must be detail oriented
We encourage you to explore the career opportunities we have available here at BWE!
Similar Jobs
Artificial Intelligence • Automotive • Internet of Things • Software
Develop customer analytics that improve retention, growth, adoption, and operational performance. Build and maintain BI dashboards, customer health metrics, churn-risk reporting, and predictive models. Partner with Client Success, Product, Sales, and Operations to translate complex findings into actionable recommendations. The role also owns data quality, governance, reporting automation, workflow improvements, and stakeholder communication.
Top Skills:
BigQueryDbtLookerPower BIPythonRSalesforceSnowflakeSQLTableau
3 Days Ago
Fintech • Financial Services
Leads GM Insurance’s regulatory and statistical reporting processes, including reporting inventories, filing calendars, data analysis, validation, reconciliation, controls, documentation, and submissions. Partners with Legal, Accounting, Actuarial, Claims, Product, Operations, Technology, and Data teams to resolve data issues, support audits and regulatory inquiries, improve data quality, and automate reporting processes. Requires advanced SQL, Python experience, insurance reporting knowledge, and strong analytical and stakeholder-management skills.
Top Skills:
Power BIPythonSQL
Biotech • Pharmaceutical
Supports Sandoz’s global insurance programs and risk management activities through policy administration, renewals, claims coordination, insurance data analysis, compliance documentation, reporting, dashboards, and stakeholder coordination. The role contributes to risk mitigation, coverage evaluations, process improvements, data quality initiatives, and the development of procedures and training materials across a multinational organization.
Top Skills:
DashboardsData AnalyticsMS OfficeReporting Tools
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
