An experienced T&E Operations Real Estate/Oil and Gas Insurance Officer, to oversee and manage our Real Estate and Oil & Gas insurance industry operations within Trust & Estate client accounts. The ideal candidate will have 3-5 years of experience in the field and will be responsible for coordinating with various stakeholders to ensure effective management of insurance policies, claims, and renewals. A highly technical, analytical, and independent professional with a strong Insurance background is needed in support of Asset Wealth Management Trust & Estate Fiduciary client accounts.  

Key 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, including evaluating and determining appropriate insurance coverage such as flood insurance applications when necessary. 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), including inflation guard application and coordination with trust officers. 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, including intelligent automation 

Qualifications:

3-5 years of experience managing and overseeing 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 Insurance License is preferred. Experience in conducting insurance assessments and preparing financial reports. Strong resilience when working in high pressure, deadline oriented environment 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  Ability to prioritize and manage multiple simultaneous responsibilities Flexible “can-do” approach