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Insurance & Finance Manager

San Mateo, CA 94401

Insurance & Finance Manager

Job ID:2019-5434
Location:San Mateo Corp Office, San Mateo, CA
Type:Full Time


Work with brokers and underwriters on placements, acquisitions and special projects.
Work with internal customers on insurance matters
Compile underwriting information and review brokers’ specifications for accuracy
Analyze premium exhibits, proposals and cost benefit decisions
Analyze loss projections
Work with Hawaii based Corporate entity “Pacific Western Insurance, LLC”
Prepare budget allocations and track variance
Manage update of insurance tracker with binders, policies, premiums, etc.
Analyze insurance contract reviews
Manage RFP process
Manage attorney coverage enhancement process
Manage Insurance open items
Prepare presentations for insurance committee meetings
Assist in special projects or other duties

Education: Bachelor’s degree
Experience: Minimum. 5+ years insurance experience. Multifamily and Construction experience and/or Brokers License a plus.

Analyze programs and coverages, evaluate alternatives and make recommendations
Strong negotiation skills
Strong organizational skills
Excellent interpersonal skills
Excellent communication and presentation skills
Computer literacy (Microsoft Word, Excel, Outlook)


Position requires ability to work standard hours and business days. Individuals must possess the ability to work the necessary days/hours to complete the essential functions of the position. Work schedule subject to change. Assist Risk Manager to ensure Essex is protected from loss via risk transfer to third parties, strategic placement in Captive and by contract. Evaluate risk and help create new program structures for efficient risk transfer.

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