Summary:
The Insurance Analyst is responsible for the monitoring and management of the insurance exception report, assist with internal vendor insurance audits, compliance, and document management, as well as the confirmation of reporting and data integrity. This position works directly with the Insurance Operations Manager, Asset Managers, Escrow Managers and Closers all with the intent of providing and maintaining the integrity of the insurance coverage for the BWE loan portfolio.
Major Responsibilities:
- Satisfy Exception (material and non-material) and Expiration Lists.
- Manage the integrity of the data that is provided internally as well as to and from Agents and Borrowers including mortgagee clauses, Lender requirements, insurable values, etc.
- Assist with Lender and Internal Compliance Audits which may include Fannie, Freddie, Fitch or quarterly audits or insurance audits.
- Manage their own portfolio.
- Provide insurance guidance and support acting as an insurance subject matter expert to servicing, production, and senior management as needed.
- Partner effectively with the Asset Managers, Closers, and Escrow Managers to help maintain the integrity of the insurance coverage for the portfolio.
Minimum Requirements:
(experience, education, ksa)
- 10 years’ experience with insurance for commercial real estate
- Relevant experience in commercial real estate finance and loan servicing preferred
- Experience on the insurance agency or carrier side. Insurance Underwriting a plus.
- High school diploma
- Undergraduate business degree preferred
- Possess current insurance designations (i.e. CPCU, CISR, CIC, AIS, CRM, etc.) is a plus.
- Fluency in Microsoft Excel and Word programs.
- Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively in a team environment.
- Excellent organizational and communication skills.
- Must be detail oriented
We encourage you to explore the career opportunities we have available here at BWE!
Skills Required
- 10 years' experience with insurance for commercial real estate
- Relevant experience in commercial real estate finance and loan servicing
- Experience on the insurance agency or carrier side
- Insurance underwriting experience
- High school diploma
- Undergraduate business degree
- Possess current insurance designations (CPCU, CISR, CIC, AIS, CRM, etc.)
- Fluency in Microsoft Excel and Word
- Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively in a team environment
- Excellent organizational and communication skills
- Detail oriented
BWE Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BWE and has not been reviewed or approved by BWE.
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Leave & Time Off Breadth — Generous paid vacation, sick time, and holidays are paired with paid parental and caregiver leave. This provides both day-to-day PTO and family-related time away from work.
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Healthcare Strength — Comprehensive medical, dental, vision, and life insurance are part of the package. This breadth of core coverage is clearly stated in company materials.
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Retirement Support — A 401(k) match program is included alongside pay and bonus opportunities. This signals employer support for long-term retirement savings.
BWE Insights
What We Do
BWE stands as a national, full-service commercial and multifamily mortgage banking company committed to elevating real estate financing. Putting clients’ goals first, our experienced and trusted advisors offer comprehensive capital solutions by combining enduring debt and equity relationships with unparalleled local market insights across our 40+ offices and national servicing platform.
