Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance operations. This is an opportunity to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts.

As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing operational efficiency and mitigating risks.  

Job 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.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).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.

Required Qualifications, Capabilities, and Skills:

Minimum of 3 years of experience managing 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.Experience in conducting insurance assessments and preparing financial reports.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 Microsoft Suite of Applications, including Access, Excel, OneNote, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills:

Insurance License.Strong resilience when working in high-pressure, deadline-oriented environments.Ability to prioritize and manage multiple simultaneous responsibilities.Flexible “can-do” approach.