Transaction Analyst – Insurance Consulting, Renewable Energy, P&C Insurance

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🔥 37 minutes ago

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations.

📋 Description

• Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and CMBS loan originations • Provides insurance requirements based on deal type, geography and lender requirements • Analyzes proposed insurance coverage, and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution/negotiation • Completes in-depth analysis of catastrophe modeling reports • Prepares waivers and exclusion reporting as appropriate • Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing • Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction • Creates and submits client deliverables including accurate risk assessment and documentation • Delivers complete deal package including evidence of insurance and other required documentation • Discusses the insurance package with investors and loan buyers • Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends • Serves as a trusted business advisor on all pertinent issues • Handles high level professional communications to institutional lenders and blue chip real estate owners • Responsible for deal flow management, client status reporting, issue tracking and resolution • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information) • Other duties as assigned.

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Three (3) or more years of property and casualty insurance brokerage experience (including client service and document review/analysis experience) • In-depth working knowledge of property and casualty insurance coverage terms and conditions, policy forms, endorsements and catastrophe modeling reports for wind and earthquake • Transaction or deal management experience a plus • Commercial real estate lending experience a plus • Valid Insurance License • Excellent verbal and written communication skills • Excellent customer service skills, including telephone and listening skills • Good problem solving and time management skills • Good planning, organizational and prioritization skills • Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines • Ability to be flexible, change roles quickly and be comfortable in a dynamic atmosphere • Strong proficiency in Microsoft Office Suite