Insurance Coordinator

4 hours ago

Bozeman, United States Lone Mountain Land Company Full time

The Company:

Lone Mountain Land Company (“LMLC”) is a subsidiary of CrossHarbor Capital Partners ($8.7B AUM) and is responsible for executing several long-term real estate development strategies in Southwest Montana. Big Sky has emerged as the most successful and rapidly growing resort development in the United States. CrossHarbor owns three private residential communities in Big Sky (Yellowstone Club, Spanish Peaks Mountain Club, and Moonlight Basin), several mixed-use buildings and a hotel in downtown Big Sky (“Town Center”) and created a separate investment fund dedicated to developing and acquiring workforce housing. LMLC manages all investments, development, and operations in Southwest Montana on behalf of CrossHarbor. Over time, LMLC may also undertake development projects in other areas of the United States or abroad.


Company websites: lonemountainland.com and crossharborcapital.com


This position is located in Bozeman, MT.


Position Summary

Under the supervision of Tracy Hardine, the Insurance Coordinator will work with the insurance management team and brokers to provide administrative assistance for all insurance policies across the organization.


Job Duties:


Administrative

  • Provide administrative support as necessary including data entry, filing, doing research and other administrative tasks as assigned.
  • Maintain and organize all entity org charts.
  • Assist with Resort Tax Filings
  • File all SOS annual report for all Entities.


Insurance

  • Responsible for collecting, verifying and tracking all insurance information and updating into Smartsheet and Excel. Follow-up for delinquent binders and policies within 30 days.
  • This includes policies, declarations, extensions, loss runs, audits, claims, financials and applications.
  • Create alerts in the system for timely tracking of renewals and extensions.
  • Ensures all insurance bills are coded correctly in the AP system and paid on a timely basis.
  • Communicate with the accounting team prior to funding requests.
  • Maintain incident reports on Smartsheet and files auto claims with brokers and third parties when needed.
  • Schedules monthly and weekly insurance meetings with Brokers and key staff members. Prepares agenda and keeps detailed meeting minutes with associated follow-up items denoted.
  • Create and assist with maintaining an internal open items tracker.
  • Create an insurance claims Smartsheet for property & development claims and maintain all documentation needed for the claim on Smartsheet.
  • Assists with insurance tours and inspections.
  • Responsible for culminating all third-party certificates and tracking them across all clubs.
  • Assist with maintaining all SOV’s and verifying data for all insurance policies.
  • Assist in coordinating all QA/QC for development projects for on-going OCIP.


Skills:

  • Excellent Excel, Word, and Outlook skills.
  • Effective organizational skills and attention to detail.
  • Ability to communicate effectively, both verbal and written.
  • Ability to work well with others.
  • Ability to organize work independently and consistently meet deadlines.
  • Ability to interact with other individuals at all levels of management.
  • Excellent conflict management skills.
  • Excellent problem-solving ability.
  • Strong negotiation skills.


Performance Factors:

  • Attendance/ Punctuality and Dependability:Depended upon to report to work at the scheduled time, is seldom absent from work, and keeps unplanned absences to a minimum. Employee follows company policy of reporting/planning absences and going through the correct channels to request time off. Completes work in a timely, accurate and thorough manner, is conscientious about assignments and deadlines. Normal Work Schedule: Monday to Friday 8am – 5pm, as directed or approved by supervisor. Office Hours: Accounting Department is open from Monday to Friday, 8am – 5pm.
  • Teamwork and Flexibility: Ability to help and share knowledge or expertise with others. Responds and adapts positively to new ideas, requests, and/or changing situations. Provides meaningful feedback and responds well to constructive criticism.
  • Communication and contact: Communicates effectively both verbally and in writing with superiors, colleagues and individuals inside and outside the company. Presents information and expresses ideas in a clear, concise, and in a well-organized manner; demonstrates grammatical prose when drafting letters, memoranda, and other forms of written communication. Listens attentively and provides appropriate feedback to ensure understanding.
  • Relationships with others: Provides cooperative, responsive, and courteous service to clients and staff. Exhibits a professional and courteous demeanor and responds positively, yet quickly to special requirements or circumstances; works to maintain constructive working relationships.
  • Initiative and Productivity: Initiates work activities, seeks responsibility, and makes efforts to improve knowledge and skills. Employee thinks along original lines, finds new and effective ways of doing jobs, and makes suggestions for improvements. Volume of work consistently done in relation to the volume considered to be a standard requirement of the job. Frequency of need for overtime is kept to a minimum and wise use of time during a normal workday. Accuracy, attention to detail, thoroughness, and neatness.
  • Judgment and Analytical Ability: Seeks clarification when unsure. Knows when to consult and when to act independently. Keeps supervisor informed of status and potential problems. Correctly determines work priorities and treats confidential information appropriately.


Qualifications:

  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms and other office procedures and terminology.
  • Knowledge of Microsoft office products – Word, Excel, and Outlook


Education and Experience:

  • Previous administrative office experience preferred.
  • Proven experience using communication and organizational skills to accomplish goals.
  • Similar combination of education and experience.


LMLC Operations, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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