Job Openings >> Corporate Insurance Compliance Specialist
Corporate Insurance Compliance Specialist
Summary
Title:Corporate Insurance Compliance Specialist
ID:FIC051320
Department:Finance
Location:Charlotte, NC
Description

Job Description

 

TITLE:                                   Corporate Insurance Compliance Specialist

CLASSIFICATION:               Full-time

DEPARTMENT:                     Finance

REPORTS TO:                      EVP, Finance

 

Position Summary:

The Insurance Compliance Specialist manages the company’s insurance program and entity compliance program; oversees lender and other compliance related reporting, and provides general support to the finance team.    

 

Essential Duties and Responsibilities:

 

INSURANCE

  • Works directly with insurance broker to manage property insurance program, provides information on properties and ensures policies are renewed timely and accurately.
  • Coordinates insurance claim process, ensuring timely information between contractors, property, project manager, carrier and lender.
  • Coordinate liability, owner’s development liability and builder’s risk policies for new developments. Provide detailed project information to carrier. Track units turned to adjust policy for appropriate coverage, and transition to full coverage when appropriate.
  • Monitor acquisitions, dispositions and property management changes and add or terminate policies as necessary.  Assists acquisitions team with insurance quotes for new projects.
  • Coordinate payment of insurance invoices, and maintain insurance records. Maintain schedule of all insurance policies for renewals and payments.
  • Coordinates management liability insurance program, including D&O, E&O, crime, and employment practices. 

 

COMPLIANCE

  • Oversees business license applications and renewals.
  • Oversees entity compliance and annual report filings.  Ensures entities are registered in appropriate states.
  • Serves as point of contact for any service of process from our registered agents; ensures appropriate company staff are notified. 
  • Coordinates lender reporting, including monthly, quarterly or annually as required.
  • Maintains entity ownership flow charts and updates regularly.
  • Coordinates creation of new entities and dissolution of entities for sold projects. 
  • Maintains database of signature blocks and EIN’s to assist other team members with document execution.  Prepares W-9’s as requested. 
  • Coordinates annual Brownfields filings.
  • Coordinates all compliance related invoicing and payments.
  • Serves as corporate secretary.  Maintains list of board members and shareholders, related stock ledger, and other corporate items.  Executes documents as needed.

 

OTHER

  • Assists finance team with loan closings.
  • Provides general support for the finance team, including special projects as needed.

 

 

Knowledge/Critical Skills:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelors degree
  • three-five years of related experience.
  • Must be very detail-oriented and organized, with emphasis on accuracy and completeness of task.
  • Proficient in Microsoft Word, Excel and Outlook.
  • Ability to be flexible, work in a fast-paced environment, and perform several tasks concurrently with ease and professionalism.
  • Ability to operate general office machines such as facsimiles, copiers, postage meter, typewriter, printer, and computer.
  • Strong verbal and written communication skills as well as ability to work independently with minimal supervision.

 

Physical Demands/Environmental Factors:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Works in office setting, as well as travels to outside property locations.
  • Works under moderate supervision.
  • Occasionally moves about to coordinate work.
  • Drives vehicle, transports drinks and supplies.
  • Lifting up to 25 lb, some twisting, bending, stooping, reaching.

Critical features of this job are described under the previous headings. They may be subject to change at any time due to reasonable accommodation or other reasons.  This job description does not list all the duties of the job. You may be asked by supervisors to perform other non-essential assignments and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

 

MANAGEMENT HAS THE RIGHT TO REVISE THIS JOB DESCRIPTION AT ANY TIME.  THE JOB DESCRIPTION IS NOT A CONTRACT FOR EMPLOYMENT, AND EITHER YOU OR THE EMPLOYER MAY TERMINATE EMPLOYMENT AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE.

 

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