Chase · 2 weeks ago
Insurance Svc Manager II - Associate
14800 Frye Rd, Fort Worth, TX, 76155, US
Full-time
Onsite
Mid Level
3+ years expChase is part of JPMorganChase’s Wholesale Lending Services group, seeking an Insurance Services Manager II to oversee compliance reviews for their commercial and multifamily loan portfolio. The role requires a detail-oriented professional to manage multiple tasks, collaborate with teams, and ensure adherence to insurance requirements and investor standards.
BankingFinancial Services
Responsibilities
Evaluate loan documentation, property appraisals, engineering assessments, seismic studies, and Phase I Environmental Reports to establish insurance requirements specific to each loan
Serve as the primary resource for inquiries regarding insurance, coverage standards, and investor guidelines
Perform thorough due diligence on loan files to confirm accurate loan setup and ongoing servicing
Process insurance waiver and exception requests, including documentation for cases of non-compliance
Recognize and assess risks affecting the company and investors, and promptly communicate any issues related to coverage gaps, deficiencies, or lapses to relevant stakeholders
Conduct annual reviews of insurance certificates, statements of value, and invoices to verify adherence to investor standards
Audit insurance policies to ensure they meet investor compliance criteria
Obtain and track evidence of insurance and proof of payment for loans within the assigned portfolio
Effectively manage assigned responsibilities and workload to meet established deadlines
Demonstrate flexibility in adapting to changes and prioritize tasks to efficiently manage daily workflow
Exhibit accountability for work quality, embrace new challenges, seek opportunities for professional growth, and maintain patience while mastering new procedures
Qualification
Required
Bachelor's degree, in the business or finance areas; or insurance related industry designations with direct experience and demonstrated ability to perform the required tasks
Clear knowledge of Commercial Insurance Coverage – Property (including Flood, Wind, Earthquake and Terrorism), General Liability (including Workers Comp and Auto), Professional Liability and Umbrella/Excess Liability Insurance
Requires problem solving skills as well as the initiative to troubleshoot and find resolutions
Requires excellent communication skills, written and oral, through all levels of the organization
Must demonstrate the ability to identify, interpret and apply applicable guidelines in managing assigned processes
Must possess strong organization and communication skills with a focus on accuracy and attention to detail
Must demonstrate the ability to successfully schedule own workload to most efficiently meet multiple deadlines and manage assigned portfolio, prioritizing according to risk and urgency
Ability to work well as part of a team while also capable of self-motivation and strong individual performance
Providing premier customer service to investors, borrowers, agents and co-workers
Demonstrate continued growth and development towards a senior role in the department
Ability to maintain a positive attitude in all situations
Requires high level of computer proficiency in Microsoft Office, specifically regarding Outlook, Word and Excel
Preferred
Proficient in leveraging AI/ML to enhance insurance processes and improve decision-making capabilities
Familiarity with Agency and Lenders programs a plus
Skilled in overseeing project management activities to ensure timely and successful delivery
Strong ability to build and influence relationships, with excellent written, oral, and interpersonal communication skills
Capable of identifying opportunities for process enhancements and implementing best practices
Three or more years of insurance experience in multifamily loan administration preferred
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Small Business Trends
2026-01-18
2026-01-13
2026-01-11
Company data provided by crunchbase