Drive impact in a dynamic role overseeing Real Estate and Oil & Gas insurance for Trust & Estate clients. Join a team where your technical expertise and analytical skills will directly enhance operational efficiency and risk management. Collaborate with diverse stakeholders and gain exposure to complex asset management. Grow your career with opportunities for advancement and intelligent automation initiatives. Be part of a company that values your independence and commitment to excellence.

As an experienced T&E Operations Real Estate/Oil and Gas Insurance Officer within our Asset Wealth Management Trust & Estate team, you will oversee and manage insurance operations for Real Estate and Oil & Gas assets in client accounts. You will collaborate with us and a range of stakeholders to ensure policies, claims, and renewals are handled efficiently and accurately. Your technical and analytical skills will help us optimize processes, mitigate risks, and deliver exceptional service to our clients. Together, we foster a culture of independence, growth, and continuous improvement. This is your opportunity to make a meaningful impact for our clients and the wider community.

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, 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.

• Partner with management to prioritize and implement improvement opportunities, including intelligent automation

Required qualifications, capabilities, and skills:

• Three or more 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

• 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, One Note, and PowerPoint

• Ability to prioritize and manage multiple simultaneous responsibilities

Preferred qualifications, capabilities, and skills:

• Insurance License