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Risk Management Analyst
2 months ago
Risk Management Analyst/ Data Entry Specialist Job Description:
ESSENTIAL DUTIES
- Work with accounting partners to complete monthly close process related to insurance expense lines. Provide insight on operational changes, liaise with insurance carriers, and resolve field related queries.
- Receive and review incident reports from our field via direct email, or through online portal for coverage determination, and to initiate the claims process.
- Extract financial data, such as invoices, from Yardi Voyager.
- Create or leverage pre-existing spreadsheets to upload financial data from Footnotes/Yardi Voyager. Organize and clean data to prepare for analysis.
- Analyze financial data in Excel using pivot tables, VLOOKUP's, and basic math formulas to provide insights, and prepare reports for stakeholders as requested.
- Compile and summarize results of insights into PowerPoints or reporting templates. Collaborate and communicate with manager to ensure all business questions have been analyzed.
- Tracks, reviews, and reconciles all invoices from Insurers, Brokers, and risk management service providers.
- Assist in preparation insurance applications, and any other data requests in support of insurance program renewals.
- Understand and provide required data to insurance providers, accounting, and capital markets.
- Assist with development and management of Insurance function KPI’s, dashboards, and reporting.
REQUIRED EDUCATION AND EXPERIENCE
- Bachelor's degree in risk management & insurance, Finance, Accounting, or equivalent work experience and/or education.
- Intermediate proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
- Experience with organizing and manipulating data sets in Excel using pivot tables and formulas.
PREFERRED EDUCATION AND EXPERIENCE
- Experience using Yardi Voyager or similar property management program.
- Experience with auditing records.
- Experience working in property management, real estate, or similar industry.
- Experience working in a fast paced, high-growth company.
- Knowledge and Experience using SQL is preferred but not required.
WORK STYLES & BEHAVIORS
- Analytical Thinking— Job requires analyzing information and using logic to address work-related issues and problems.
- Attention to Detail— Job requires being careful about detail and thorough in completing work tasks.
- Dependability— Job requires being reliable, responsible, and dependable, and fulfilling obligations.
- Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
- Adaptability/Flexibility— Job requires being open to change (positive or negative) and to considerable variety in the workplace.