Job Description
Senior Analyst, Portfolio Management, Risk and Insurance
About the Role
Reporting to the Director, Portfolio Management, the Senior Analyst under the Portfolio Management, Risk and Insurance team will work with the North American operating businesses to assess, understand, and mitigate key business risks.
This role requires an ability to work with individuals across all levels of the organization, strong analytical and organizational skills, and the willingness to take the initiative within a demanding environment.
Candidate should have a good understanding of Property / Casualty insurance coverages, markets, and risk management concepts and have the ability to identify risks and exposures relevant to Brookfield’s core operations.
Candidates should be resourceful and efficient, willing to work in a fast-paced environment, as well as being flexible and reliable with a positive 'can-do' disposition.
Key Responsibilities
Support in due diligence review of potential acquisitions.
Assist in onboarding new acquisitions and setting up of insurance programs across a global portfolio.
Coordinate with and support our in-house team, various portfolio company teams and service providers.
Review and respond to requests from internal and external stakeholders including analysis of data, policies, processes, and regulatory requirements Insurance claims management and advocating for the business on complex matters.
Review and analyze trends in risk exposures with regular frequency.
Conduct audit of existing insurance programs for assets.
Manage projects with Broker partners and third-party vendors, compile data, work with Broker partners on renewal strategy, market submissions, and renewal process.
Manage risk and control surveys and engineering reports.
Manage third party vendors in obtaining insurance reports.
Assist in the placement of surety bonds, obtaining insurance reports and COI’s.
Review and provide feedback on insurance provisions of third-party contracts / financing agreements.
Analyze insurance policies and provide feedback for enhancements.
Track insurance market updates (new entrants, changing appetite, evolving value propositions) and report on notable trends to impacted portions of our business.
Manage various tasks such as presentations and training, insurance summaries and administrative guidance for portfolio companies.
Organize and maintain accurate insurance records for Corporate and Portfolio Companies related to communications, renewals, loss surveys, invoicing, premium allocation, premium estimates etc.
Support and collaborate with stakeholders across various operating businesses.
Coordinate claim correspondence and relevant documentation for claims team.
Qualifications & Experience
Bachelor’s degree with minimum three (3) years' related experience (risk management, insurance carrier, broker).
Industry relevant certifications (CIP, FCIP, CRM, CPA, CA, CIA or equivalent) preferred but not required.
Demonstrated and proven project management or coordination skills.
Strategic thinker with strong analytical skills and problem-solving ability.
Demonstrated and proven ability to work effectively in a team environment and maintain positive interpersonal relationships,
Experience working with insurance organizations is considered an asset.
Strong verbal, written communication and presentation skills,
Strong influencing skills : ability to present points of view effectively and gain support for their position while balancing technical and business considerations.
Experience working with growing organizations with changing needs and multiple complex business transactions.
Able to work and travel between Canada and US.
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