Property Insurance Specialist

We are looking for candidates with a high attention to detail, excellent time management skills, and a positive attitude! Experience and/or education in the accounting, finance, business, or real estate field is a plus. Responsibilities include, with minimal to moderate supervision, perform workflow receipt and distribution, document review and management, and basic insurance reviews. Work is both time sensitive and requires a high degree of accuracy.


Provide timely and accurate loan level property insurance compliance to clients to facilitate portfolio risk management evaluation.


With minimal supervision, provide accurate and timely reporting to clients detailing loan level insurance compliance. 


  • Perform review of Mortgage/Deed of Trust, Loan Agreement and/or Commitment Letter to determine insurance requirements at the loan level
  • Review 3rd party reports (i.e. appraisal, site inspection, seismic report, zoning report, engineering and environmental reports) to determine property specific insurance requirements
  • Make written and verbal contacts to insurance agents to obtain renewal information
  • Monitor outstanding requests and perform follow up as necessary to ensure timely receipt of insurance renewals
  • Analyze and interpret Commercial Insurance Accord Forms, Declarations Pages and related documents to ensure compliance of insurance coverage
  • Resolve non-compliant issues through verbal and written communication with agent, borrower and/or asset manager
  • Update insurance information to show expiration dates, agent contact information, carrier information, types and amounts of coverage and any unresolved non-compliant items.  Updates may be in the form of Excel spreadsheets or live entries into client database
  • Obtain and submit invoices for payment of premiums on escrowed loans
  • Other duties as assigned

Required Work experience requirements:

  • 1 to 2 years experience with mortgage loan servicing
  • 1 to 2 years experience with commercial insurance company is preferred
  • Preferably, Commercial Insurance License and Commercial Insurance Service Representative designation (CISR)


  • Must be able to adapt quickly and efficiently to client-specific requirements and objectives
  • Working knowledge of terminology relevant to loan and commercial insurance documents
  • Strong organizational and time management skills
  • Ability to communicate effectively both written and verbal
  • Ability to meet deadlines while achieving high levels of accuracy

Essential Computer Skills Requirements:

Advanced knowledge of the following is required:

  • MS Office and Outlook
  • MS Excel - Intermediate
  • MS Word – Intermediate
  • Ten key entry data efficient

Required Education from an accredited Institution:

  • Bachelor's degree or equivalent experience
  • Commercial insurance license, preferred

Preferred Field of Study: 

  • Insurance
  • Accounting
  • Finance
  • Real Estate
Job Location: Robbins, North Carolina, United States
Date published: 6-Dec-2017
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