EJF Real Estate Services
Position Summary: The Insurance Specialist serves as the primary liaison between management personnel and the organization’s insurance partner. This role supports all Nabo and EJF associations by gathering certificates of insurance (COIs), policies, and related insurance documentation, while helping ensure information is complete, current, and routed appropriately. Primary Responsibilities: - Serve as the day-to-day liaison between community management personnel and the insurance partner for Nabo and EJF associations. - Request, gather, organize, and track certificates of insurance (COIs), insurance policies, endorsements, renewals, and related documentation as needed. - Support managers by coordinating insurance-related information requests for associations, vendors, homeowners, boards, lenders, and internal departments when applicable. - Maintain organized records of insurance documentation and help ensure association files remain current and accessible. - Monitor outstanding insurance documentation requests and follow up with managers, vendors, insurance contacts, or other parties until items are received or escalated. - Review incoming documentation for basic completeness, including association name, policy dates, coverage documents, certificate holder information, and related identifying details. - Route questions, missing information, or documentation concerns the appropriate management personnel, insurance partner, or leadership contact. - Assist with policy renewal support by helping gather information, coordinate documentation, and track open items. - Provide timely updates to management personnel regarding the status of insurance-related requests. - Support internal process improvements related to insurance documentation collection, tracking, and communication. - Maintain confidentiality and handle association, homeowner, vendor, and policy information with professionalism and discretion. - Update CINC and Vantaca with policy/agent/expiration information. Update owner portals with COI and other documentation as applicable. - Perform other related reporting, administrative, or operational duties as assigned. Required Skills and Competencies: - Strong organization and follow-up skills with the ability to manage multiple open requests at one time. - Professional written and verbal communication skills. - Attention to detail when reviewing COIs, policies, association names, dates, and supporting documentation. - Ability to coordinate across multiple departments, management teams, and external partners. - Comfort working with shared files, email, spreadsheets, management systems, and documentation tracking tools. - Ability to prioritize requests based on urgency, association needs, renewal dates, and leadership direction. - Sound judgment and discretion when handling confidential or sensitive association information. - Customer-service mindset with a commitment to timely communication and issue resolution. - Ability to work independently while keeping management and leadership appropriately informed. Preferred Qualifications Experience in community association management, property management, insurance coordination, administrative support, or related operations preferred. - Familiarity with certificates of insurance, policy documents, vendor compliance, or association insurance processes preferred. - Experience using CINC, Vantaca, Microsoft Outlook, Microsoft Teams, SharePoint, Excel, or similar systems preferred. - Ability to work independently while keeping management and leadership appropriately informed. Working conditions: This is a fully remote position. Applicants must meet certain requirements for a working computer and consent to our IT department conducting an analysis of the computer for cybersecurity and safety purposes. Expected Work Times: Candidates are generally expected to work during U.S. Eastern Standard Time (EST) business hours. The TM must be available during working hours for meetings and accessible by phone/text during the workday. Time Tracking: Use of Hubstaff time-tracking software is required while performing work. This is a full-time contract position. Payments are made via Wise on the 15th and 30th of each month. While this is a contractor role, we do offer a variety of perks for our contractors. Pay: Php431\.50 per hour Benefits Health insurance Opportunities for promotion Work from home Work Location: Remote
EJF Real Estate Services
