Commercial Lines Specialist

Job Description

We are seeking a knowledgeable and experienced Vendor Manager to perform as a Subject Matter Expert in reviewing Certificates of Insurance Subject Matter Expert to assist our team in onboarding Service Providers. The ideal candidate should have a background in the commercial property and casualty insurance industry, with a focus on Certificate of Insurance coverage requirements per statute, and description of services for each type of service provider congruent to their required coverage to perform work within our buildings.

Prior Vendor Management experience preferred.

Provide expert knowledge of P&C insurance processes as it pertains to our coverage requirements

Act as a liaison when reviewing and approving COI’s submitted by insurance agents on behalf of potential service providers, or renewal review of expired COI’s.

Translate complex insurance concepts into clear actionable documentation of requirements Ie:
Sample COI’s

Assist in the development and refinement of our current Certificate of Insurance Standards to match the industry standard on required coverages

Lead and report on insurance recovery efforts for branch facilities, coordinating with relevant departments to ensure timely and effective management

Ensure all Special Category vendors meet the bank’s compliance requirements, including maintaining up-to-date insurance policies, trade licenses, and other necessary certifications

Search vendors’ trade and business licenses by state to ensure they are active and comply with regulatory standards

Confirm that all vendors possess appropriate and valid trade licenses required for their specific services

Serve as the point of contact for vendor onboarding within our CMMS system (Service Channel) for all of Corporate Real Estate ensuring smooth integration and compliance

Collaborate with Facility Management to successfully identify gaps in coverage to source and onboard new vendors

Organize and interpret data from Service Channel to generate actionable insights and support decision-making for branch facilities and maintenance

Collaborate with accounts payable to ensure vendors are fully compliant before payments are remitted

Support Facility Managers and act as liaison with claim adjusters for claims submitted for branch damage as well as communicate with our clients internal insurance department for reporting on paid claims for branch damage

Act as SME for claim related inquiries and resolution

Provide regular reports and updates on vendor compliance and operational risks to management

Prepare analytics dashboards related to vendor compliance

Support Operations team with Excel related tasks, creating, analyzing, and maintaining data for various projects

Train new associates on Special Category vendor compliance and related procedures

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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5+ years of experience in Commercial Property Insurance

5+ years of experience reviewing Certificate of Insurance

3+ years of Vendor Onboarding Experience

1+ years of CMMS experience (preferably Service Channel or Fixxbook)