Risk Management Consultant
TruCapital Partners
Insurance & Risk Management Coordinator
Location: Del Mar, CA (On‑site, 5 days/week)
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
- Bachelor’s degree required.
- 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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