Risk Management Consultant

TruCapital Partners; Del Mar (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Unknown Organization in California is seeking an Insurance & Risk Management Coordinator to support and manage key insurance operations for a diverse commercial real estate book.

Role requires a entrepreneurial mindset, strong tenure, and executional capability as the internal subject‑matter expert for insurance and risk management programs.

Qualifications

• 3–5 years of experience in insurance coordination, risk management, or brokerage.
• Experience within commercial real estate is highly preferred.
• Knowledge of multiple P&C lines (GL, PL, WC, Property, Excess, Auto, Crime).
• Ability to clearly explain and advise on commercial insurance policy coverages to internal teams.
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office; experience with Yardi or similar systems is a plus.

Responsibilities

• Coordinate all aspects of insurance operations, including policy administration, renewals, endorsements, certificates, and documentation management.
• Advise internal stakeholders on policy coverages for GL, PL, WC, Property, Excess, Auto, and Crime.
• Develop understanding of organizational insurance policies, procedures, and risk management strategies.
• Support risk analysis across property and casualty lines and assist with self‑insurance initiatives.
• Facilitate information flow between internal teams, brokers, consultants, and third‑party administrators.
• Monitor claims activity, track open matters, and communicate with adjusters and external partners.
• Manage premium payments, billing accuracy, and policy documentation requirements.
• Maintain compliance with insurance regulations, industry standards, and contractual obligations.
• Provide administrative support to finance, legal, and risk management stakeholders.
• Contribute to ongoing improvements in insurance processes and risk practices.

Skills

P&C knowledge

Policy explanations

Organizational skills

MS Office

Yardi

Tools

MS Office

Yardi

Job description

A leading organization is seeking a detail‑oriented Insurance & Risk Management Coordinator to support and manage key insurance operations across a diverse book of commercial real estate.

This newly created role is ideal for a professional with strong tenure, an entrepreneurial mindset, and the ability to serve as the internal subject‑matter expert for insurance, risk management, and evolving self‑insurance initiatives.

Key Responsibilities

• Coordinate all aspects of insurance operations, including policy administration, renewals, endorsements, certificates, and documentation management.
• Advise internal stakeholders on commercial insurance policy coverages, including General Liability, Professional Liability, Workers’ Compensation, Property, Excess, Auto, and Crime.
• Develop a working understanding of organizational insurance policies, procedures, and risk management strategies.
• Support risk analysis across property and casualty lines and assist with insurance program transitions, including processes related to self‑insurance development.
• Facilitate information flow between internal teams, brokers, consultants, and third‑party administrators to ensure accurate policy issuance and risk assessment.
• Monitor claims activity, track open matters, and support communication with adjusters and external partners.
• Manage premium payments, billing accuracy, and policy documentation requirements.
• Maintain compliance awareness related to insurance regulations, industry standards, and contractual obligations.
• Provide administrative and operational support to finance, legal, and risk management stakeholders.
• Contribute to ongoing improvements in insurance processes, reporting, and organizational risk practices.

Qualifications

• Strong tenure and stable work history.
• 3–5 years of experience in insurance coordination, risk management, or brokerage.
• Experience within commercial real estate is highly preferred.
• Knowledge of multiple P&C lines (GL, PL, WC, Property, Excess, Auto, Crime).
• Ability to clearly explain and advise on commercial insurance policy coverages to internal teams.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent communication skills and comfort working with brokers, consultants, and internal leadership.
• Proficiency in Microsoft Office; experience with Yardi or similar systems is a plus.
• Entrepreneurial mindset with the ability to act as the “go‑to” internal resource for insurance and risk management.

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