Senior Risk Management Specialist, Insurance & Claims

About This Role

This on-site role is based in San Diego, CA and requires working at the client's office. It involves supporting insurance claims, litigation documentation, real estate risk operations, lender and investor insurance requests, and risk management data quality. The specialist will organize information, coordinate with stakeholders, support compliance, and drive operational efficiency in risk management.

Responsibilities

• Support claims intake, documentation, reporting, and follow-up across general liability, property, construction, and other insured matters
• Maintain accurate claims, incident reports, litigation, and insurance documentation in the risk management system, ensuring data quality, completeness, and timely updates
• Assist with claims trend reporting, loss runs, open matter summaries, exposure tracking, and other status updates for Risk Management leadership
• Coordinate with brokers, carriers, TPAs, outside counsel, lenders, investors, auditors, state and federal agencies, and internal stakeholders
• Support insurance renewal data collection, underwriting submissions, certificates and evidence of insurance, and lender/investor insurance requests
• Review contracts, vendor agreements, insurance requirements, indemnity provisions, and risk transfer documentation for completeness, accuracy, and escalation as needed
• Track litigation holds, insured litigation schedules, claim status updates, coverage correspondence, settlement documentation, and related matter activity
• Respond to inquiries and maintain complete documentation of emails, attachments, claim files, and supporting records
• Assist with claims procedures, reporting protocols, process improvements, and risk management system enhancements
• Support insurance-related compliance obligations and help ensure timely responses to lender, investor, audit, and regulatory requests

Requirements

• 6+ years of experience in insurance claims, legal support, risk management, real estate, property management, construction, or a related field
• Ability to analyze claims, insurance, litigation, and risk data and summarize key trends, issues, and next steps
• Strong organization, follow-through, and time management skills, with the ability to manage multiple deadlines and documentation requirements
• Working knowledge of insurance claims, risk transfer, certificates/evidence of insurance, contracts, and compliance support

Nice to have:

• Licensed Notary with a Paralegal Certificate or equivalent
• Experience in real estate property management, development, construction, or General Liability Claims
• Proficiency in Microsoft Office and claims, risk management, or document management systems; Origami Risk preferred