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 ServiceChannel to generate actionable insights and support decision-making for branch facilities and maintenance