TRES Support Insurance Specialist
Job Description
We currently have a TRES Support Insurance Specialist opportunity for Trust Real Estate Services Team.
Compensation
The pay range is $19.50 - $24.50/hour; commensurate with experience.
Work Schedule
Monday - Friday 8:00AM - 5:000PM (hours may vary)
In this role, you will be working in collaboration with the Real Estate Officers (REOs) and be responsible for ensuring that all Trust Real Estate properties are properly covered by insurance. Also responsible for timely renewal of the Master Trust Policy.
The ideal candidate will have:
Associate’s degree in accounting or business, information management, related field, or equivalent experience required
Two+ years of experience in insurance services, banking, financial services, or wealth management, in an insurance or operations role, with demonstrated ability to meet prescribed deadlines and track documents, or equivalent required
Three+ years of experience in or familiarity with reviewing insurance claims, policy renewals, and casualty, property, and liability insurance policies preferred
Working knowledge of trust real estate management system, and Trust Property Insurance Processing preferred
Educational background in real property and liability insurance preferred
Familiarity with real property insurance coverage and pricing preferred
Strong organizational skills and ability to maintain accurate, up-to-date insurance records across both physical property files and the PDS system, while effectively tracking and monitoring policy expiration dates and renewal timelines for multiple properties
Highly detail-oriented with a proven ability to prepare accurate, error-free reports for documentation and internal or committee-level review
Excellent time management skills to ensure timely policy renewals, claims processing, and annual master policy updates
Effective verbal and written communication – must be able to work effectively with REOs, collaborate with internal stakeholders, and external insurance vendors, and clearly communication policy requirements and discrepancies
Must be able to exercise discretion regarding confidential matters
Technically proficient in utilizing insurance software and trust real estate management systems to support efficient policy administration and recordkeeping
Proficient in Microsoft 365 suite of applications