Hilb Group

Insurance

• Review insurance provisions in loan agreements and related transaction documents; extract and interpret applicable insurance requirements
• Review insurance documentation against loan requirements to confirm coverage compliance
• Prepare and issue insurance reports, including compliance memos, carrier rating schedules, statements of values, flood zone determinations and mapping, premium/paid receipt documentation, and loan agreement insurance requirements exhibits
• Manage open-item tracking through closing and handle post-closing deliverables
• Serve as day-to-day point of contact for assigned lender and investor clients and deal teams
• Negotiate with borrowers, brokers, and carriers to close compliance gaps
• Provide recommendations on substantive coverage questions in accordance with client standards and business goals
• Coordinate specialized partners such as environmental consultants
• Apply insurance requirements knowledge for balance sheet, CMBS, and debt fund lenders
• Evaluate insurance structures, limits, deductibles, captives, risk purchasing/retention groups, and premium financing arrangements
• Act as a technical escalation point, review team members' work, and coach on judgment calls
• Share coverage insights with Hilb’s commercial brokerage team
• Contribute to training materials and teaching sessions
• Participate in integrating AI and workflow automation into lender consulting

Senior Insurance Lending Consultant

Account Manager

• Manage all aspects of clients’ personal insurance needs, from information gathering, preparing applications and renewal marketing to policy administration
• Explain coverages and types of policies, suggest specific coverage enhancements, and resolve general customer inquiries
• Develop and maintain strong professional relationships with clients, their representatives and insurance company personnel
• Accurately and efficiently maintain electronic client account records and electronic file documentation while processing rewrites, endorsements, cancellations and renewals
• Participate as a team member in a fast-paced, growing sales environment open to continuous improvement
• Report to the agency located in Auburn, Pelham, Staten Island, Uniondale, or Williston Park, New York

Manager

• Manage all banking relationships and procedures, including openings/closings, signer management, user access, and support
• Oversee wire transfers, ACH payments, and cash concentration activities
• Evaluate treasury management systems and implement process improvements
• Maintain treasury policies, procedures, and internal control documentation
• Own the Quarterly Asset Management and cash processes, including triaging to appropriate team members
• Work closely with the Controller to manage and rectify escalations from the Treasury Team
• Build and maintain strong cross-departmental communications
• Provide support to the accounting department
• Lead banking administration, cash management, and treasury operations across a complex commercial real estate investment platform
• Ensure efficient cash movement, operational excellence, business continuity, and continuous process improvement
• Partner with accounting and business stakeholders

Senior Insurance Lending Consultant

Account Manager

Senior Treasury Manager