Risk Analyst - Real Estate

The Risk Analyst supports the Real Estate client service team by providing analytical, operational, and administrative support throughout the insurance lifecycle. This role assists with risk analysis, policy administration, renewal coordination, client service, and data management while developing a strong foundation in commercial real estate insurance and risk management. The position serves as a key career path into Account Management and client-facing consulting roles.

Description:

• Collect, analyze, and maintain property schedules, exposure information, loss data, valuations, and other risk-related information to support client service and renewal strategies.
• Support the renewal process by gathering client information, tracking timelines, preparing submissions, and coordinating with carriers and internal stakeholders.
• Review and maintain accurate client, policy, and exposure data within agency management and document management systems.
• Assist with preparing renewal reports, premium summaries, proposals, loss analyses, and other client-facing deliverables.
• Serve as a point of contact for routine inquiries from clients, carriers, lenders, and internal associates, ensuring timely and professional service.
• Review policies, endorsements, certificates, audits, and carrier correspondence for accuracy and completeness while assisting with the resolution of discrepancies.
• Process policy changes and endorsements, monitor issuance, and ensure accurate documentation and invoicing throughout the policy lifecycle.
• Support premium invoicing, allocations, reconciliations, and audit activities in partnership with accounting and service teams.
• Manage and organize client and carrier documentation, ensuring compliance with company standards, regulatory requirements, and document retention practices.
• Collaborate with Account Managers, Account Executives, and carrier partners on client service initiatives, special projects, risk management strategies, and process improvements.