Insurance Risk Analyst Resume Samples

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B Leffler

Bernadette

Leffler

50831 Jerde Pine

Phoenix

+1 (555) 707 2212

50831 Jerde Pine

Phoenix

Phone

p +1 (555) 707 2212

Experience Experience

San Francisco, CA

Insurance Risk Analyst

San Francisco, CA

Conroy-Lebsack

San Francisco, CA

Insurance Risk Analyst

Assists team members with the development of underwriting specifications and preparation of proposal presentations for existing and prospective clients
Assists team members with the development of underwriting specifications and preparation of proposal presentations for existing insurance programs
Training and professional development is expected to be an integral part of the role, including the pursuit of professional designations and/or certifications
Well-organized and detail-oriented work ethic
The position will be an on-site risk management position at a Fortune 100 corporation
Increase the use of competitive intelligence in risk tracking, including benchmarking risk exposures against peers
Conduct analyses on existing investment guidelines, asset allocations, prospective changes to the investment portfolio and their implications

Los Angeles, CA

Senior Insurance Risk Analyst

Los Angeles, CA

Little-Ratke

Los Angeles, CA

Senior Insurance Risk Analyst

Proficiency with Microsoft Office, including Word and Excel
Analyze industry trends including claims and regulatory developments
Coordinate certificates of insurance. Respond to requests for information, including certificates of insurance as necessary
Derive and implement logical methods for allocation of insurance costs
Coordinate and complete all ERISA Bond applications for program renewals. Coordinate renewal process
Collects and maintains underwriting data. Sources, organizes, analyzes, interprets and presents various risk, loss and exposure data for insurance coverage evaluation, procurement, and premium and self- insured state audits
Familiarity with international insurance a plus

present

Los Angeles, CA

Senior Analyst, RJF Insurance Risk Management

Los Angeles, CA

Glover, Trantow and Gottlieb

present

Los Angeles, CA

Senior Analyst, RJF Insurance Risk Management

present

Assists in reviewing insurance program in assigned areas to identify process improvement opportunities and risk mitigation strategies
Performs continuous monitoring of various risk topics and/or business groups
Performs other duties and responsibilities as assigned
Performs ongoing analysis of risk trends through business monitoring and execution of risk assessments
Partners with colleagues, clients, and control community members to evaluate the insurance program and develops recommendations to strengthen coverage and risk transfer strategies
Leads and supports coverage analysis and claim reviews for assigned area of responsibility in accordance with internal standards, relevant government statutes, and insurance regulations
Partners with other groups within Risk Management to ensure delivery of a cohesive product

Education Education

Bachelor’s Degree in Mathematics

East Carolina University

Bachelor’s Degree in Mathematics

Skills Skills

Leads and supports coverage analysis and claim reviews for assigned area of responsibility in accordance with internal standards, relevant government statutes, and insurance regulations
Partners with colleagues, clients, and control community members to evaluate the insurance program and develops recommendations to strengthen coverage and risk transfer strategies
Excellent verbal and written communication and interpersonal skills with the ability to present complex and sensitive issues to senior management and influence change
Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically
Proven ability to be able to multi task, complete projects on time and on budget, and be able to adapt to changing priorities
Strong analytical skills, particularly with regard to assessing potential gaps in insurance coverage within business units
Read, interpret and apply information from business periodicals and professional journals
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Attend to detail while maintaining a big picture orientation
Planning, organizing and conducting reviews

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Senior Risk Analyst, Corporate Insurance Resume Examples & Samples

Settlement of losses for all insurance programs, including reporting the loss to the insurer, loss control advice, coverage interpretation and liaising with business unit and adjuster to resolve as needed
Conduct financial arrangements including accounting entries resulting from claims to ensure all financial arrangements are handled according to established processes and with appropriate controls
Plan for self insured claims based on experiences and monitor
Support subrogation decisions and liaise with BMO legal and LOBs as needed
Review and analyze claims by coverage category and run quarterly reports and others as required
Manage third party adjuster and integral role in relationship management
Review third party adjuster files and meet defined reporting requirements
Contract reviews and advice
Underwrite and place insurance for ancillary lines, as directed
Provide appropriate information to key contacts, as directed
Claims information
University degree, related industry designation, and 5+ years of insurance claims and risk management experience
Practical knowledge and experience of claims handling
Knowledge of accounting and financial analysis, claims management, and loss prevention
Strong knowledge of insurance industry practices, risk management techniques
Good communication, administration, negotiation, planning, thinking, motivation, and leadership skills
Strong Microsoft Office skills and database aggregation and analysis

Annuities & Insurance CRU Risk Analyst Resume Examples & Samples

Train on how to review new business application for annuity transaction
Support Risk Principals when working with complex risk officers and branch personnel as a subject matter expert to assist with suitability considerations for orders in their queue and review any potential exception requests on rejected transactions
Active Licenses: Series 7, 24, 63, 66
Strong understanding of Business Segment and Risk functions
Evidence of strong leadership capabilities
Strong work ethic

Data Analyst, Risk Events, TD Insurance Resume Examples & Samples

Propose solutions to system potential issues
Generate lists for investigation, correction, reimbursements and or contact depending on the agreed solution the system potential issues
Excellent knowledge of programming data extraction: SAS (3 years)
Excellent knowledge of programming data extraction: SQL (5 years)
Experience using ORACLE data warehouse, business intelligence and/or data analysis (2 years)
Master Excel, PowerPoint and Word
Quick learner, autonomous and responsible
Be analytical, rigorous and quality conscious
Communicate verbally and orally in English and French
Knowledge of residential and automobile insurance (P&C insurance)

Insurance Risk Analyst, Insurance Risk Resume Examples & Samples

Actively assist or lead in solving modeling/measurement/reporting issues or in the development/enhancement of new insurance risk methodologies/models
Creative thinking to modify or select the most suitable procedure/approach that results in providing CIBC operations with optimum solutions to business and technology issues/challenges
Maintain a proactive working relationship with insurance business units to ensure on going effective and timely modeling, reporting and analysis of the insurance risk measures. When cross sectional issues exists, work in partnership with these teams to develop solutions through active problem solving and consensus building skills

Insurance Industry Risk Analyst Summer Intern Resume Examples & Samples

Produce annual insurance company analysis and ensure that Citi’s aggregate level of exposure to the company remains appropriate relative to its current credit worthiness
Analyze new business requests and transactions to identify risks. Assist in structuring the requests/transactions to contain the risks within acceptable parameters
Prepare and present portfolio reviews for the individual insurance industry sub-sectors that monitor portfolio metrics, provide sector outlooks, analyze relative performance for clients under stress testing and under other customer forced ranking analytics
Exercise sound credit judgment to make recommendations to senior officers with respect to the above noted tasks
Assist with quarterly monitoring processes and ad hoc projects
Coordinate effectively with our business partners and product sales
Analytical capacities – exposure to a broad range credit analysis skills
Business interaction – experience in working with business contacts from sales, trading and institutional corporate and investment banking colleagues
Product knowledge – gain the opportunity to develop an understanding of a range of lending, structured/acquisition finance and capital markets productions banking products in terms of key risk drivers, purpose and associated documentation
Portfolio Management – exposure to portfolio management strategies for the insurance customers with potential for senior risk management interaction
Must be available Summer 2016 (June until mid- August)
Understand that this role only offers summer employment- this is not part of Citi’s rotational programs
You must currently be enrolled in an undergraduate program (BA/BS only)
This position is located in NYC (388 Greenwich Office) summer relocation is not provided
Strong interest in lending products and capital markets trading
Highly proficient with Microsoft Excel, PowerPoint, Word
Attention to detail; unaffected by high pressure situations
Quantitative and intuitive skills, and basic understanding of general economic and business risks

Annuities & Insurance Central Review Unit Risk Analyst Resume Examples & Samples

Review new business, carrier direct and 1035 exchanges for product and KYC suitability
Verify policy data for 1035 Exchanges by calling the insurance carrier for relinquishing contracts as part of performing product suitability reviews and ensuring ticket accuracy and completeness
Review insurance transactions for compliance with New York State Regulation 60
Speak with FAs and branch management about their proposed business tickets on a daily basis in order to complete the review process within service level agreements
Save all related email correspondence with FAs for future reference and record retention
Work with CROs complex risk officers and branch personnel as a subject matter expert to assist with suitability considerations for orders in their queue and review any potential exception requests on rejected transactions
Participate in periodic meetings with the business
Strong working knowledge of annuity products and their riders, benefits and features
Risk, Compliance or Internal Audit experience in annuities and branch supervision
Demonstrate a keen understanding of the interplay between areas of risk and regulatory concern and business goals
Excellent analytical ability with consistently demonstrating attention to detail
Excellent interpersonal, communicative and persuasion skills
Ability to maintain professionalism when delivering challenging and unfavorable messages
Strong organizational, planning and time management skills in order to multi task competing priorities in a fast paced and dynamic environment
Ability to follow specific directions and function independently or part of a team
Ability to work collaboratively with senior levels of management within the business, legal and compliance
An undergraduate degree; MBA or JD a strong plus
Active FINRA & State Licenses: Series 7, Series 24 and Life & Health Insurance Exam
Microsoft Suite

Senior Insurance Risk Analyst Resume Examples & Samples

Implements and monitors the selected risk financing strategies of the organization; including self-funding activities, formalized risk retention activities of the captive insurance company and activities associated with the transfer of risk via the negotiation and purchase of commercial insurance policies. Mentors, coaches and trains others in these risk management techniques
Develops and produces loss reports for management decisions, internal business units, as well as state and federal entities. Provides analysis of data and formulates recommendations for senior management. Provides technical advice and consultation on insurance and risk management matters to various business units as well as management
Develops and maintains cost of risk models and cost of risk allocation methodologies. Utilizes internal risk management information systems, business planning and analysis data and additional internal and external resources to forecast and revise total Company cost of risk figures. Develops and implements equitable cost of risk allocation methodologies which assign risk costs to various business units
Identifies and evaluates loss exposures. Advises legal counsel, procurement and other BU’s on insurance language in 3rd party contract negotiations. Conducts ongoing risk identification and evaluation activities through collaboration with members of the risk management department’s risk control and claims teams. Manages certificate of insurance, surety and bonding programs for the company
Collects and maintains underwriting data. Sources, organizes, analyzes, interprets and presents various risk, loss and exposure data for insurance coverage evaluation, procurement, and premium and self- insured state audits
Insurance and risk financing (5 Years)
Insurance contract review (5 Years)
Risk management and commercial insurance (5 Years)
Risk management information systems (5 Years)
Minimum of five years of experience in insurance industry
3 years of experience working cross-functionally as a business partner with internal and external customers
Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities

Property Insurance Risk Analyst Resume Examples & Samples

Responsible for analysis, negotiation with borrowers/risk managers and other external decision makers, and approval of insurance contracts in form, limits, and policy type appropriate to each risk at the time of loan origination and upon annual insurance renewal for mortgage loans. New loans do not fund until the insurance analyst has successfully negotiated insurance coverage and coverages are in place
Evaluates property casualty losses resulting from natural or man-made disasters, analyzes claim/reconstruction documentation submitted by borrower, and approves lender's acceptance only when satisfied that borrower has rebuilt to lender's satisfaction
Authorizes disbursements from lender's escrow reserve accounts after ensuring borrower's compliance with lender's requirements for disbursements to borrower
Evaluates property insurance on loans acquired through acquisitions, and negotiates with borrowers/risk managers to bring property insurance into compliance with current practices and in accordance to applicable loan documents
Participates on project teams
Understanding of technical P&C insurance concepts for multiple property types and geographic location
Understanding of complex construction components and real estate occupancies to calculate replacement costs
Bachelor’s degree or equivalent experience, with some working exposure in P&C insurance. Entry level position
Knowledge of P&C insurance contract law and policy contracts, legal terms and procedures regarding mortgage lending
2+ years of experience in property and casualty (P&C) insurance field preferred
Working towards licensed personal and commercial lines insurance professional
Knowledge of real estate construction

Corporate Insurance Risk Analyst Resume Examples & Samples

30% Admin Corp Insurance Programs
Minimum three years of direct and relevant work experience – insurance brokerage or insurance company dealing with corporate risk management clients
Degree from a four year college (e.g., B. A. or B.S.) or equivalent work experience
Familiarity with Excel, Word, Access, Outlook

Senior Insurance Risk Analyst Resume Examples & Samples

Manage, coordinate and maintain property and casualty insurance program. Update coverage in conjunction with corporate changes and organizational needs. Update and coordinate changes for renewal process
Analyze insurance and indemnification requirements for contracts and related organizational needs and ensure coverage placements, as needed
Coordinate and complete all ERISA Bond applications for program renewals. Coordinate renewal process
Analyze industry trends including claims and regulatory developments
Track loss control and claims activities with brokers and carriers, as needed. Work with insurance brokers and insurance carriers to arrange site visits and other related service requirements
Coordinate certificates of insurance. Respond to requests for information, including certificates of insurance as necessary
Derive and implement logical methods for allocation of insurance costs
Bachelor's Degree in Business, Finance, Accounting, Business Law, or similar field, or equivalent experience
3+ years' experience in insurance desired; property and casualty \(P&C\) insurance exposure preferred
Financial Services and asset management experience a plus
Familiarity with international insurance a plus
Proficiency with Microsoft Office, including Word and Excel
Highly motivated, and a self-starter
Very strong analytical, communication and written skills
Works well under pressure with ability to meet specific deadlines and make decisions
Able to interpret regulations, policies, procedures and/or other work related documents
Ability to travel up to 10%

Analyst / Senior Analyst Risk & Insurance Resume Examples & Samples

Responsible for preparing budgets and forecasts to support US Finance
Provides insight by producing preliminary budgets to support review and buy-in
Supports budget adjustments and reforecasting to meet the needs of US Finance
Performs on-going budget review and forecasting to provide current performance trends to support jurisdiction performance
Utilizes knowledge of U.S. GAAP, SOX, SEC requirements
Prepares exhibits and support schedules for regulatory filings and audits
Prepares vendor invoices for payment, ensure proper SAP account codes and allocation codes are used to properly allocation cost to jurisdictions and service company
Prepare allocation schedules for insurance premiums not allocated using SAP allocation codes
Coordinate with Indirect Tax the federal and state tax liability for tax due on insurance premiums
Assist in the collection of data and preparation of schedules to support disclosure information required for insurance policy renewals
Bachelor’s degree preferred - Accounting, Finance or Insurance disciplines
3+ years in business or data analysis
Experience in budgeting and forecasting activities
Experience researching and collecting financial data for accurate budgeting
Demonstrated business forecasting
Advanced computer skills in MS Excel, MS Word, MS PowerPoint and MS Access; SAP preferred
Excellent written / oral communication skills, follow-up, and negotiation skills

Multifamily Insurance Risk Analyst Resume Examples & Samples

Assist Credit Risk Manager and other team members identify, research and analyze insurance market trends and update insurance Guide requirements
Transaction Management: Review new and post-closing waiver requests in relation to Fannie Mae policies and Multifamily Seller Servicer Guide requirements
Analyze risk associated with waivers and determine whether they are acceptable
Coordinate, follow-up, and update Fannie Mae production and servicing systems on new and post-closing requests
Provide professional verbal and written responses and feedback to questions, requests, and challenging insurance matters presented by external and internal stakeholders
Relationship Management: Interact with lenders to explain the Multifamily insurance process and requirements; train internal and external stakeholders on specific requirements and changes
Portfolio Management: Manage ongoing risk activities related to performing loans; annual assessment of lender insurance compliance including a detailed review of selected loan files
Participate as team member on routine and non-routine special projects; may act as lead or participant
Knowledge of Multifamily property insurance requirements to ensure lender's compliance with Multifamily insurance processes and standards
Analytical: capacity to assess, respond to routine and complex insurance waiver requests for post purchase loans, identify property risks, controls and mitigants
Communication: Apply technical understanding of insurance principles, underwriting, and legal requirements to address insurance issues with customers
Training skills to ensure all stakeholders remain current on specific insurance requirements/ policy changes
Manage ongoing risk activities related to performing loans; annual assessment of lender insurance compliance including a detailed review of selected loan files
Candidate tasks may vary from managing minor questions to performing a complex risk analysis that requires strong technical insurance and analytical skills

Insurance Risk Analyst Resume Examples & Samples

Ability to prioritize and manage work time
Ability to easily learn and use operating systems
Detail oriented with good analytical skills
Professional conduct and dress

Insurance & Risk Analyst Resume Examples & Samples

Accountable for analyzing exposures and assuring that the organization’s domestic and international offices, activities and risks are appropriately insured and that decisions to self-insure risks are properly documented and reported
Partner with stakeholders across the organization to document, track, analyze the effectiveness of, and maintain a listing of implemented mitigations for the organization’s top risks
Review the insurance requirements contained in contracts and advise business owners regarding CFA Institute insurance and insurances needed by vendors; provide general advice about insurance and risk to stakeholders
Perform research into country risk issues in countries where CFA Institute does business, including country stability, economic outlook, security concerns, and regulatory issues, and assess how each fits into the organization’s risk appetite
Responsible for completing all insurance policy renewals in a timely manner and managing insurance claims involving CFA Institute, including providing information about process and timeline to stakeholders
Accountable for placing and maintaining appropriate basic insurances for the Member Societies of CFA Institute and providing information and guidance to Societies regarding those insurances
Responsible for maintaining broker relationships in all CFA Institute locations
Author annual insurance report(s) to the Leadership Team and the Audit and Risk Committee
Responsible for requests for Certificates of Insurance and managing insurance invoices and other risk management invoices
Additional risk management projects and duties as assigned
Minimum 5 years of experience administering the insurance program for an organization with both domestic and international offices and operations, or 5 years in the insurance industry with significant exposure to international insurance issues, or 5 years of legal experience with significant exposure to contract review and drafting
Fluency in English required, knowledge of French or Dutch would be useful
Ability to handle confidential and sensitive information with a high degree of professionalism
Global cultural orientation and working experience
Excellent interpersonal skills including a professional and diplomatic demeanor
Excellent communication skills including written, verbal, listening, and presentation
Proficient using standard office software such as Word, PowerPoint, Excel, Outlook
Flexibility in competently juggling competing priorities and changing expectations
Excellent problem solving, and analytical skills
Willingness to ask questions rather than just follow directions is required
Must demonstrate good judgment and mature business skills

Analyst, Global Risk Management & Insurance Resume Examples & Samples

You have a post-secondary education in insurance and/or risk management and/or an associateship with the Insurance Institute of Canada (IIC), Chartered Insurance Professional (CIP) or Canadian Risk Management (CRM)
You have a professional title in the field of insurance or risk management: CIP, FCIP, CRM, FRM, CAIB
You have two to five years’ experience in the insurance industry / risk management and insurance, preferably with a large multinational corporation or insurance company
You are well organized, rigorous and detail-oriented and thrive to produce quality results
You have excellent spoken and written communication skills in French and English
You are a self-motivated person who is customer focused and establishes good interpersonal relationships
You are able to respond quickly and efficiently to last-minute requests and respect timelines
You display diplomacy, professionalism and discretion
You are known for your team spirit and collaboration
You are proficient in MS Office applications

Analyst / Senior Analyst, Risk & Insurance Resume Examples & Samples

Support senior members of the team, and in some cases lead, in the assessment, review and recommendation of insurance requirements for designated businesses and projects across National Grid
Manage diverse sources of information and data, draw conclusions and produce insurance analysis, reports, presentations and strategies
Understanding of the global insurance market (preferably in the power or energy sectors)
Communicate the group insurance strategy to designated businesses and generally across National Grid
Collate, analyse and submit underwriting information to insurers and reinsurers annually (and as and when required) to ensure all material matters are disclosed and insurances are efficiently placed. For auditable policies, lead audit at end of policy period
Coordinate US surety bond program, including issuance of bonds, monitoring outstanding bonds, and payment of broker invoices
Maintain an up to date knowledge of insurance market influences on designated lines of insurance coverage to ensure National Grid benefits or is protected from any market developments accordingly
Advise the business in the context of entering into commercial contracts on issues that relate to insurance
Implement the approved insurance strategy to ensure appropriate protection of National Grid’s assets and insurable liabilities
Bachelor Degree in Risk Management & Insurance, Business or Finance; ARM / CPCU qualified (or progression)
3-5 years of relevant experience within the insurance and risk management profession gained from in-house positions, underwriting or brokering
Experienced in reviewing and negotiating insurance terms and conditions including conducting policy wording reviews
Experience of presenting to insurance and non-insurance audiences
A clear understanding of the global insurance market (preferably in the power or energy sectors)

Insurance Risk Analyst Resume Examples & Samples

The position will be an on-site risk management position at a Fortune 100 corporation
Highly effective written and verbal communication skills, writes informative reports and papers for assigned tasks, highlighting business risks, and working to manage processes with various internal and external parties
Participates in the analysis of existing insurance programs and requirements by reviewing current policies and exposure data
Assists team members with the development of underwriting specifications and preparation of proposal presentations for existing insurance programs
Bachelor's Degree in finance, risk management, or insurance
3 to 5 years insurance experience preferred
Service-oriented individuals with strong analytical, research, and problem-solving skills. Financial analysis skills are key to the position

Insurance Risk Analyst Resume Examples & Samples

Identify current and emerging risks and associated outcomes. Carefully consider and take appropriate action to escalate and mitigate these risks in an effort to protect the reputation and long term viability of the company
Develop and maintain frameworks including risk management strategies, risk appetite monitoring, risk identification and assessment, stress testing and scenario analysis, risk solvency assessments, risk management policies and procedures, and risk reporting
Improve how risk indicators are used to monitor and report risk exposures in the business. This includes reporting changes material to the business that could impact prospective capital levels, and implementing additional metrics based on the output from capital modeling as well as general changes to the business
Increase the use of competitive intelligence in risk tracking, including benchmarking risk exposures against peers
Conduct analyses on existing investment guidelines, asset allocations, prospective changes to the investment portfolio and their implications
Training and professional development is expected to be an integral part of the role, including the pursuit of professional designations and/or certifications
High level of problem solving capability and research-oriented skills
Well-organized and detail-oriented work ethic
Ability to adapt to change quickly
Strong Communication skills both written and verbal
Bachelor's degree in risk management, finance, economics, mathematics, statistics, or related field
Strong skills in MS Excel and PowerPoint
Must be authorized to work in the US on a permanent basis

Analyst, Insurance Risk Management Resume Examples & Samples

Work in conjunction with business partners (CIBC Insurance, CIBC Re) and technology groups to ensure timely and accurate delivery of insurance/reinsurance product, data and assumptions information
Partner with the Insurance Risk Team to develop and perform User Acceptance Testing (UAT) plans for a variety of insurance requirements (enhancements of existing products and new products development)
Provide analysis, interpretation, and opinion to support and guide insurance risk management and business partners, ensuring an understanding and acceptance of insurance risk exposures
Advise and raise the awareness of risk elements (e.g., data inconsistencies, processes failure’s, manual adjustments and changes in reporting structure) with both Insurance Risk and Insurance Business Units
Work on special projects as assigned

Insurance Risk Analyst Resume Examples & Samples

Analyzes client data and compiles research results using spreadsheets, company databases and other computer systems
Writes research reports for assigned accounts, highlighting their business risks
Participates in the analysis of clients' existing insurance programs and requirements by reviewing current policies and formulating recommendations for customized risk solutions
Assists team members with the development of underwriting specifications and preparation of proposal presentations for existing and prospective clients
Attends client meetings as a part of the team
Service-oriented individuals with strong analytical, research, and problem-solving skills

Financial Analyst, Credit Risk & Insurance Resume Examples & Samples

Analyze business results, key trends, and metrics for Credit Risk and Marketing teams
Prepare and facilitate the quarterly forecast process by providing an accurate projection based on first class models and business assumptions
Collect and analyze data and key metrics to better understand business drivers and results that impact financial results
Proactively identify opportunities to enhance the productivity and profitability of business activities
Provide ad hoc support to business case initiatives and analysis
University degree in Finance, Accounting, or business related discipline
Accounting designation (CPA – CMA, CA, CGA, or CFA)
2+ years of experience performing financial analysis within a corporate work environment
Strong analytical, problem solving, and time management skills
Demonstrated confidence and clear presentation style
Advanced working knowledge of Microsoft Excel, Word, and Power Point
Proven ability to apply software tools to convert business reality into a model
Enthusiastic team player who demonstrates personal leadership
Experience with data extraction/mining tools such as SAS and SQL is a considered an asset
Experience in a lending/credit card environment and building forecasting models is considered an asset

Senior Analyst, RJF Insurance Risk Management Resume Examples & Samples

Leads and supports coverage analysis and claim reviews for assigned area of responsibility in accordance with internal standards, relevant government statutes, and insurance regulations
Partners with colleagues, clients, and control community members to evaluate the insurance program and develops recommendations to strengthen coverage and risk transfer strategies
Stays up-to-date with evolving regulatory changes and market events impacting the business
Performs ongoing analysis of risk trends through business monitoring and execution of risk assessments
Partners with other groups within Risk Management to ensure delivery of a cohesive product
Develops and maintains an in-depth understanding of business areas, its products, and supporting functions
Performs continuous monitoring of various risk topics and/or business groups
Performs data collection and analysis in compliance with program requirements to assist in identifying, analyzing, and recommending business changes, helping to minimize risk in core business processes
Assists in reviewing insurance program in assigned areas to identify process improvement opportunities and risk mitigation strategies
Assists with insurance policy and claim reviews and works with broker partners to make relevant policy changes as needed
Fundamental concepts, practices and procedures of insurance with a preference in professional and management liability lines (E&O/D&O, Cyber, SIPC/Excess SIPC, etc.)
Fundamental concepts of financial markets and products
Fundamental subject matter expertise associated with the area of responsibility
Working understanding of self-insured and risk transfer programs
Works well individually, and in teams, shares information, supports colleagues and encourages participation
Excellent verbal and written communication and interpersonal skills with the ability to present complex and sensitive issues to senior management and influence change
Strong analytical skills, particularly with regard to assessing potential gaps in insurance coverage within business units
Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically
Proven ability to be able to multi task, complete projects on time and on budget, and be able to adapt to changing priorities
Enthusiastic, self-motivated, effective under pressure
Planning, organizing and conducting reviews
Identifying key business processes
Identifying and documenting risk management issues
Evaluating key controls and mitigation strategies within business processes
Preparing written reports and delivering oral presentations
Attend to detail while maintaining a big picture orientation
Gather information, identify linkages and trends and apply findings to assignments
Interpret and apply policies to identify and recommend changes as appropriate
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Meet tight deadlines within budgeted hours
Read, interpret and apply information from business periodicals and professional journals
Work independently, demonstrating initiative and problem solving skills
Establish and maintain effective working relationships at all levels of the organization
Bachelor’s Degree and a minimum of two (2) years experience in a related field