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Responsible for sourcing, identifying, negotiating, and underwriting of all investments in assigned region. Work with the CIO, and Senior Regional Directors, in selecting investment candidates. Represents company in contract negotiations and negotiates terms, price, and/or structure. Responsible for preliminary financial analysis and underwriting of investments.
Assists VP in tracking all insurance policies held by the Company. Supports timely policy renewals by preparing applications and supplying other documentation requested by insurance brokers and underwriters. Obtains documents, reports and other materials from various sources to comply with existing policy requirements. Reviews and approves incoming claim reports and distributes information to interested parties. Analyzes exposure and policy data and inputs same into various computer databases. Resolves property, general liability, workers’ compensation and automobile insurance claims. Manages all aspects of the NFIP flood program and condominium/owner association program. Compiles annual audit of tenant insurance, vendor insurance, safety training and prompt claim reporting. Supports other goals of the Insurance/Risk Management department to minimize the total cost of risk through the timely processing of premium invoices, distribution of insurance-related materials, training of regional “loss control champions” and prompt response to routine documentation and information requests. Interacts with Corporate and regional offices to provide and gather information, organize data and provide customer service.