Risk Management Analyst

Position Summary

This position assists in coordination and oversight of complex, high-exposure claims, account management, and litigation across designated lines of coverage (e.g., general liability, umbrella excess, and other related commercial real estate exposures). This role serves as a coordinator between internal stakeholders, third-party administrators (TPAs), insurers, brokers, outside counsel, and vendors to ensure timely, cost-effective resolution; accurate reserving; regulatory compliance; and strong documentation throughout the claim lifecycle and insurance procurement process.

Essential Duties & Responsibilities

Claim & Litigation Management/Procurement

• Identify, evaluate, and manage litigated and pre-litigation claims, including disputed liability and/or coverage matters, from notice through resolution.
• Assist in risk placement and insurance procurement underwriting and account management not limited but to include building of SOV, collecting underwriting COPE, billing/invoices, etc.
• Develop and document litigation and resolution strategies (investigation plans, motion/pleading strategy, negotiation posture, and trial/settlement evaluations).
• Assist in collection of documents, records, emails, and other materials to assist with response to subpoenas, liens, subrogation, property damage and pre-litigation claims.
• Coordinate and participate in case planning discussions and roundtables with internal teams, TPAs, and defense/coverage counsel.
• Assist with the factual development and analysis of cases, including talking with the relevant business people, gathering and reviewing documents, and creating timelines.
• Coordinating information between outside counsel and internal and portfolio company stakeholders.
• Maintain and monitor claim diaries, calendars, and critical deadlines; issue and manage litigation hold communications in accordance with policy.
• Identify brand and reputational risks, and escalate pursuant to escalation protocols.
• Identifying settlement opportunities using data and file reviews; escalate significant issues promptly to leadership.

Counsel, TPA & Vendor Oversight

• Oversee TPAs and vendors to ensure quality handling, timely reporting, file documentation, and compliance with applicable regulations and internal standards.
• Evaluate counsel performance and expert retention, manage retention spend, and enforce cost controls on legal expenses and vendor invoices.

Reserving, Financial & Large Loss Governance

• Monitor reserves and retention expenses; review and approve reserve and settlement requests within delegated authority, recommend authority increases when needed.
• Prepare and present large-loss/high-exposure reports and monitor RMIS dashboards for internal and external partners, communicate trends, drivers, and mitigation actions.

Reporting, Compliance & Documentation

• Maintain complete, accurate claim files, correspondence, and notes in the applicable claims system and collaboration tools (i.e., SharePoint & Origami) to support audits and litigation.
• Assist with creation of Process Maps and Playbooks

Stakeholder Collaboration & Risk Mitigation

• Partner with Legal, Risk Management, Operations, Asset Management and business leaders to evaluate adverse events, reduce claim frequency/severity, and improve outcomes.
• Provide guidance to internal teams regarding claim trends and preventive actions.

Qualifications

Education

• Bachelor's degree preferred in (various degree type will vary) ie Legal Studies, Risk Management, Real Estate, Finance, or a related field; paralegal certification/education may be considered.

Experience

• 3+ years of progressively responsible claims experience, agency account management.
• Demonstrated experience coordinating with outside counsel, controlling legal spend, and managing complex investigations and case strategy.
• Experience working with TPAs and interpreting claim data (loss runs, dashboards, and case metrics) to guide prioritization and resolution.

Certifications / Licenses

• Preferred – Associate in Claims
• Preferred – Associate in Insurance Services
• Preferred – Associate in Risk Management

Knowledge, Skills & Abilities

• Strong liability, damages, and coverage analysis skills; thorough understanding of litigation process and applicable statutory/case law concepts.
• Excellent written and verbal communication skills, including the ability to present case status and recommendations to leadership and external partners.
• Advanced organizational skills with the ability to manage multiple priorities, deadlines, and changing workloads.
• Analytical, data-driven approach to identifying severity drivers and settlement opportunities.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and claims/case management systems; ability to maintain structured diaries and documentation.
• Ability to work independently and collaboratively, exercising sound judgment and discretion with confidential information.