Monitor and manage insurance exception and expiration reports, ensure data integrity, support lender and internal compliance audits, manage an insurance portfolio, and act as an insurance subject-matter expert partnering with asset, escrow, and closing teams.
Summary:
The Insurance Analyst is responsible for the monitoring and management of the insurance exception report, assist with internal vendor insurance audits, compliance, and document management, as well as the confirmation of reporting and data integrity. This position works directly with the Insurance Operations Manager, Asset Managers, Escrow Managers and Closers all with the intent of providing and maintaining the integrity of the insurance coverage for the BWE loan portfolio.
Major Responsibilities:
- Satisfy Exception (material and non-material) and Expiration Lists.
- Manage the integrity of the data that is provided internally as well as to and from Agents and Borrowers including mortgagee clauses, Lender requirements, insurable values, etc.
- Assist with Lender and Internal Compliance Audits which may include Fannie, Freddie, Fitch or quarterly audits or insurance audits.
- Manage their own portfolio.
- Provide insurance guidance and support acting as an insurance subject matter expert to servicing, production, and senior management as needed.
- Partner effectively with the Asset Managers, Closers, and Escrow Managers to help maintain the integrity of the insurance coverage for the portfolio.
Minimum Requirements:
(experience, education, ksa)
- 10 years’ experience with insurance for commercial real estate
- Relevant experience in commercial real estate finance and loan servicing preferred
- Experience on the insurance agency or carrier side. Insurance Underwriting a plus.
- High school diploma
- Undergraduate business degree preferred
- Possess current insurance designations (i.e. CPCU, CISR, CIC, AIS, CRM, etc.) is a plus.
- Fluency in Microsoft Excel and Word programs.
- Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively in a team environment.
- Excellent organizational and communication skills.
- Must be detail oriented
We encourage you to explore the career opportunities we have available here at BWE!
BWE Charlotte, North Carolina, USA Office
200 S College St, Suite 1520, Charlotte, North Carolina, United States, 28202
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Analyzes personal auto insurance performance across assigned states, identifying trends, pricing opportunities, competitor impacts, and product improvements. Provides strategic recommendations, conducts state and market reviews, supports implementations, and leads moderate- to high-complexity workstreams. Partners with state, IT, distribution, and product teams; develops training materials, educates stakeholders, mentors junior analysts, and supports business decisions affecting pricing, growth, and profitability.
Top Skills:
ExcelMicrosoft AccessPowerPointSAS
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Analyzes personal auto insurance data, pricing, competitor filings, market trends, and product performance across assigned states. Provides strategic recommendations, supports state and nationwide product initiatives, leads complex workstreams, and partners with business, IT, product, and distribution teams. Develops tools, training materials, and sessions while mentoring junior analysts and supporting implementation of product changes.
Top Skills:
ExcelMicrosoft AccessPowerPointSAS
Insurance
Performs complex commercial insurance data analysis, develops business recommendations, improves reporting processes, communicates insights to partners and senior management, and supports strategic initiatives. The role requires strong statistical, analytical, coding, and data visualization skills, along with insurance knowledge, cross-functional collaboration, mentorship, and occasional travel.
Top Skills:
Microsoft Office SuitePower BISASSnowflakeSQLVisual Basic
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus


