Senior Insurance Lending Consultant
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc.
We need to output only HTML fragment.
Let's extract content:
- Intro: "Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a Consulting Director to join our team. Parallel Risk Advisors is a boutique commercial real estate focused insurance brokerage and risk management practice within The Hilb Group. Our Lender Consulting practice provides transactional insurance advisory and compliance services to national and global investment firms across both debt and equity deals. The practice is trusted by agency seller/servicers, balance sheet lenders, and debt funds who value review that goes beyond box checking. Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate."
That's introductory; could be part of About the role? Might be considered background. We'll include in About the role.
- Position Summary: "We are seeking a senior insurance consultant to serve as a lead reviewer and day-to-day client contact within the Lender Consulting practice. This is a hands-on execution role: the person in this seat owns transactions end to end, from reading the loan document and extracting insurance requirements through borrower and broker negotiation, issuance of the final insurance report, and post-closing follow-up. The role carries direct relationship responsibility with sophisticated institutional lenders and their asset management teams, and is a technical resource for less experienced members of the consulting team."
- Key Responsibilities: list bullet points (each line ends with a period). We need to convert to
- .
Let's list them:
1. Review insurance provisions in loan agreements and related transaction documents; extract and interpret the applicable insurance requirements for each deal.
2. Review evidences of insurance, evidence of property coverage, certificates of liability insurance, coverage proposals, policy forms, schedules of values, and other insurance documentation against loan requirements to confirm coverage compliance.
3. Prepare and issue the insurance reports, including the insurance compliance memo, carrier rating schedule, statement of values, flood zone determinations and mapping, premium/paid receipt documentation, and the loan agreement insurance requirements exhibit.
4. Manage open items tracking through closing and handle any post-closing deliverables.
5. Client & Broker Relationships Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.
Actually this line seems a heading then description. The original: "Client & Broker Relationships Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps.Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals.Coordinate specialized partners, such as environmental consultants, when a transaction warrants."
We need to split into bullet points? The instruction: Use
- for any list of duties/requirements/benefits. So we can treat each duty as a bullet. Let's parse:
- Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.
- Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps.
- Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals.
- Coordinate specialized partners, such as environmental consultants, when a transaction warrants.
- Technical Depth: "Apply working command of insurance requirements for balance sheet, CMBS, and debt fund lenders.Handle the full range of CRE asset types and structures, including multifamily, industrial, retail, hospitality, self-storage, construction projects, and CPACE financed transactions.Evaluate blanket versus scheduled limits, aggregate loss limits, aggregate deductible funds, captives and risk purchasing/retention groups, and premium financing arrangements."
We can split:
- Apply working command of insurance requirements for balance sheet, CMBS, and debt fund lenders.
- Handle the full range of CRE asset types and structures, including multifamily, industrial, retail, hospitality, self-storage, construction projects, and CPACE financed transactions.
- Evaluate blanket versus scheduled limits, aggregate loss limits, aggregate deductible funds, captives and risk purchasing/retention groups, and premium financing arrangements.
- Team Support & Knowledge Sharing: "Act as a technical escalation point for other team members; review their work and coach on judgment calls rather than checklist compliance.Share coverage insights and lessons learned with Hilb’s commercial brokerage team so the firm operates as one integrated CRE advisory platform.Contribute to training materials and teaching sessions built on real deals and real claims."
Split:
- Act as a technical escalation point for other team members; review their work and coach on judgment calls rather than checklist compliance.
- Share coverage insights and lessons learned with Hilb’s commercial brokerage team so the firm operates as one integrated CRE advisory platform.
- Contribute to training materials and teaching sessions built on real deals and real claims.
- Operational Innovation: "Participate in the practice's integration of AI and workflow automation into lender consulting (compliance memo drafting, requirement extraction, open-items tracking, and data aggregation)". That's one bullet.
Now Qualifications: list bullet points.
Qualifications paragraph:
"8 –15+ years of experience in commercial real estate insurance, lender consulting/insurance compliance review, or CRE risk management, with substantial hands-on transactional experience.
Demonstrated command of CRE coverage, including property, general liability, umbrella/excess, builder's risk, OCIP/CCIP, flood, pollution/environmental and debt fund insurance requirements.
Proven ability to own client relationships independently and to negotiate constructively with borrowers and brokers under closing pressure.
Exceptional written and verbal communication skills; ongoing verbal communication with clients to demonstrate insurance’s impact on business goals and the ultimate deliverables in this role are written work product that clients rely on.
Bachelor’s degree required; relevant designations (CPCU, ARM, CRIS) and active P&C or Advisor’s license strongly preferred.
Comfort with a small, scrappy, collaborative team and with contributing to process improvement rather than inheriting a finished playbook."
We can make each line a bullet.
Compensation: "Competitive compensation commensurate with a senior technical consulting role, including base salary, incentive compensation, and full Hilb Group benefits."
We could put that in Pay section? Or Benefits? Since includes base salary, incentive compensation (pay) and benefits. Could split: Pay section: "Competitive compensation commensurate with a senior technical consulting role, including base salary, incentive compensation." Benefits section: "full Hilb Group benefits." But we need to avoid filler. Both are specific enough. Let's create Pay section with base salary, incentive compensation. Benefits section with full Hilb Group benefits.
Schedule: "Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate."
Now About the role: combine intro and Position Summary? Might be too much but okay.
We'll output sections in order: About the role, Responsibilities, Qualifications, Pay, Benefits, Schedule. Ensure each heading only if content.
We must not repeat job title as heading. Good.
Now produce HTML:
About the role
... combined paragraphs ...
We need to ensure we don't duplicate content. Let's craft About the role paragraph:
Combine intro and Position Summary:
"Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a Consulting Director to join our team. Parallel Risk Advisors is a boutique commercial real estate focused insurance brokerage and risk management practice within The Hilb Group. Our Lender Consulting practice provides transactional insurance advisory and compliance services to national and global investment firms across both debt and equity deals. The practice is trusted by agency seller/servicers, balance sheet lenders, and debt funds who value review that goes beyond box checking. Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate. We are seeking a senior insurance consultant to serve as a lead reviewer and day-to-day client contact within the Lender Consulting practice. This is a hands-on execution role: the person in this seat owns transactions end to end, from reading the loan document and extracting insurance requirements through borrower and broker negotiation, issuance of the final insurance report, and post-closing follow-up. The role carries direct relationship responsibility with sophisticated institutional lenders and their asset management teams, and is a technical resource for less experienced members of the consulting team."
That's fine.
Now Responsibilities: - each bullet.
We need to include all bullets we identified.
Let's list them:
- Review insurance provisions in loan agreements and related transaction documents; extract and interpret the applicable insurance requirements for each deal.
- Review evidences of insurance, evidence of property coverage, certificates of liability insurance, coverage proposals, policy forms, schedules of values, and other insurance documentation against loan requirements to confirm coverage compliance.
- Prepare and issue the insurance reports, including the insurance compliance memo, carrier rating schedule, statement of values, flood zone determinations and mapping, premium/paid receipt documentation, and the loan agreement insurance requirements exhibit.
- Manage open items tracking through closing and handle any post-closing deliverables.
- Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.
- Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps.
- Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals.
- Coordinate specialized partners, such as environmental consultants, when a transaction warrants.
- Apply working command of insurance requirements for balance sheet, CMBS
for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc. We need to output only HTML fragment. Let's extract content: - Intro: "Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a Consulting Director to join our team. Parallel Risk Advisors is a boutique commercial real estate focused insurance brokerage and risk management practice within The Hilb Group. Our Lender Consulting practice provides transactional insurance advisory and compliance services to national and global investment firms across both debt and equity deals. The practice is trusted by agency seller/servicers, balance sheet lenders, and debt funds who value review that goes beyond box checking. Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate." That's introductory; could be part of About the role? Might be considered background. We'll include in About the role. - Position Summary: "We are seeking a senior insurance consultant to serve as a lead reviewer and day-to-day client contact within the Lender Consulting practice. This is a hands-on execution role: the person in this seat owns transactions end to end, from reading the loan document and extracting insurance requirements through borrower and broker negotiation, issuance of the final insurance report, and post-closing follow-up. The role carries direct relationship responsibility with sophisticated institutional lenders and their asset management teams, and is a technical resource for less experienced members of the consulting team." - Key Responsibilities: list bullet points (each line ends with a period). We need to convert to
- .
Let's list them:
1. Review insurance provisions in loan agreements and related transaction documents; extract and interpret the applicable insurance requirements for each deal.
2. Review evidences of insurance, evidence of property coverage, certificates of liability insurance, coverage proposals, policy forms, schedules of values, and other insurance documentation against loan requirements to confirm coverage compliance.
3. Prepare and issue the insurance reports, including the insurance compliance memo, carrier rating schedule, statement of values, flood zone determinations and mapping, premium/paid receipt documentation, and the loan agreement insurance requirements exhibit.
4. Manage open items tracking through closing and handle any post-closing deliverables.
5. Client & Broker Relationships Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.
Actually this line seems a heading then description. The original: "Client & Broker Relationships Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps.Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals.Coordinate specialized partners, such as environmental consultants, when a transaction warrants."
We need to split into bullet points? The instruction: Use
- for any list of duties/requirements/benefits. So we can treat each duty as a bullet. Let's parse:
- Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.
- Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps.
- Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals.
- Coordinate specialized partners, such as environmental consultants, when a transaction warrants.
- Technical Depth: "Apply working command of insurance requirements for balance sheet, CMBS, and debt fund lenders.Handle the full range of CRE asset types and structures, including multifamily, industrial, retail, hospitality, self-storage, construction projects, and CPACE financed transactions.Evaluate blanket versus scheduled limits, aggregate loss limits, aggregate deductible funds, captives and risk purchasing/retention groups, and premium financing arrangements."
We can split:
- Apply working command of insurance requirements for balance sheet, CMBS, and debt fund lenders.
- Handle the full range of CRE asset types and structures, including multifamily, industrial, retail, hospitality, self-storage, construction projects, and CPACE financed transactions.
- Evaluate blanket versus scheduled limits, aggregate loss limits, aggregate deductible funds, captives and risk purchasing/retention groups, and premium financing arrangements.
- Team Support & Knowledge Sharing: "Act as a technical escalation point for other team members; review their work and coach on judgment calls rather than checklist compliance.Share coverage insights and lessons learned with Hilb’s commercial brokerage team so the firm operates as one integrated CRE advisory platform.Contribute to training materials and teaching sessions built on real deals and real claims."
Split:
- Act as a technical escalation point for other team members; review their work and coach on judgment calls rather than checklist compliance.
- Share coverage insights and lessons learned with Hilb’s commercial brokerage team so the firm operates as one integrated CRE advisory platform.
- Contribute to training materials and teaching sessions built on real deals and real claims.
- Operational Innovation: "Participate in the practice's integration of AI and workflow automation into lender consulting (compliance memo drafting, requirement extraction, open-items tracking, and data aggregation)". That's one bullet.
Now Qualifications: list bullet points.
Qualifications paragraph:
"8 –15+ years of experience in commercial real estate insurance, lender consulting/insurance compliance review, or CRE risk management, with substantial hands-on transactional experience.
Demonstrated command of CRE coverage, including property, general liability, umbrella/excess, builder's risk, OCIP/CCIP, flood, pollution/environmental and debt fund insurance requirements.
Proven ability to own client relationships independently and to negotiate constructively with borrowers and brokers under closing pressure.
Exceptional written and verbal communication skills; ongoing verbal communication with clients to demonstrate insurance’s impact on business goals and the ultimate deliverables in this role are written work product that clients rely on.
Bachelor’s degree required; relevant designations (CPCU, ARM, CRIS) and active P&C or Advisor’s license strongly preferred.
Comfort with a small, scrappy, collaborative team and with contributing to process improvement rather than inheriting a finished playbook."
We can make each line a bullet.
Compensation: "Competitive compensation commensurate with a senior technical consulting role, including base salary, incentive compensation, and full Hilb Group benefits."
We could put that in Pay section? Or Benefits? Since includes base salary, incentive compensation (pay) and benefits. Could split: Pay section: "Competitive compensation commensurate with a senior technical consulting role, including base salary, incentive compensation." Benefits section: "full Hilb Group benefits." But we need to avoid filler. Both are specific enough. Let's create Pay section with base salary, incentive compensation. Benefits section with full Hilb Group benefits.
Schedule: "Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate."
Now About the role: combine intro and Position Summary? Might be too much but okay.
We'll output sections in order: About the role, Responsibilities, Qualifications, Pay, Benefits, Schedule. Ensure each heading only if content.
We must not repeat job title as heading. Good.
Now produce HTML:
About the role
... combined paragraphs ...
We need to ensure we don't duplicate content. Let's craft About the role paragraph: Combine intro and Position Summary: "Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a Consulting Director to join our team. Parallel Risk Advisors is a boutique commercial real estate focused insurance brokerage and risk management practice within The Hilb Group. Our Lender Consulting practice provides transactional insurance advisory and compliance services to national and global investment firms across both debt and equity deals. The practice is trusted by agency seller/servicers, balance sheet lenders, and debt funds who value review that goes beyond box checking. Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate. We are seeking a senior insurance consultant to serve as a lead reviewer and day-to-day client contact within the Lender Consulting practice. This is a hands-on execution role: the person in this seat owns transactions end to end, from reading the loan document and extracting insurance requirements through borrower and broker negotiation, issuance of the final insurance report, and post-closing follow-up. The role carries direct relationship responsibility with sophisticated institutional lenders and their asset management teams, and is a technical resource for less experienced members of the consulting team." That's fine. Now Responsibilities:- each bullet. We need to include all bullets we identified. Let's list them: - Review insurance provisions in loan agreements and related transaction documents; extract and interpret the applicable insurance requirements for each deal. - Review evidences of insurance, evidence of property coverage, certificates of liability insurance, coverage proposals, policy forms, schedules of values, and other insurance documentation against loan requirements to confirm coverage compliance. - Prepare and issue the insurance reports, including the insurance compliance memo, carrier rating schedule, statement of values, flood zone determinations and mapping, premium/paid receipt documentation, and the loan agreement insurance requirements exhibit. - Manage open items tracking through closing and handle any post-closing deliverables. - Serve as the day to day point of contact for assigned lender and investor clients and their deal teams. - Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps. - Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals. - Coordinate specialized partners, such as environmental consultants, when a transaction warrants. - Apply working command of insurance requirements for balance sheet, CMBS
- for any list of duties/requirements/benefits. So we can treat each duty as a bullet. Let's parse:
- Serve as the day to day point of contact for assigned lender and investor clients and their deal teams.
- Negotiate directly with borrowers, their brokers, and carriers to close compliance gaps.
- Field substantive coverage questions from clients (for example, requests for coverage accommodations) providing recommendations in accordance with client standards and in accordance with clients’ business goals.
- Coordinate specialized partners, such as environmental consultants, when a transaction warrants.
- Technical Depth: "Apply working command of insurance requirements for balance sheet, CMBS, and debt fund lenders.Handle the full range of CRE asset types and structures, including multifamily, industrial, retail, hospitality, self-storage, construction projects, and CPACE financed transactions.Evaluate blanket versus scheduled limits, aggregate loss limits, aggregate deductible funds, captives and risk purchasing/retention groups, and premium financing arrangements."
We can split:
- Apply working command of insurance requirements for balance sheet, CMBS, and debt fund lenders.
- Handle the full range of CRE asset types and structures, including multifamily, industrial, retail, hospitality, self-storage, construction projects, and CPACE financed transactions.
- Evaluate blanket versus scheduled limits, aggregate loss limits, aggregate deductible funds, captives and risk purchasing/retention groups, and premium financing arrangements.
- Team Support & Knowledge Sharing: "Act as a technical escalation point for other team members; review their work and coach on judgment calls rather than checklist compliance.Share coverage insights and lessons learned with Hilb’s commercial brokerage team so the firm operates as one integrated CRE advisory platform.Contribute to training materials and teaching sessions built on real deals and real claims."
Split:
- Act as a technical escalation point for other team members; review their work and coach on judgment calls rather than checklist compliance.
- Share coverage insights and lessons learned with Hilb’s commercial brokerage team so the firm operates as one integrated CRE advisory platform.
- Contribute to training materials and teaching sessions built on real deals and real claims.
- Operational Innovation: "Participate in the practice's integration of AI and workflow automation into lender consulting (compliance memo drafting, requirement extraction, open-items tracking, and data aggregation)". That's one bullet.
Now Qualifications: list bullet points.
Qualifications paragraph:
"8 –15+ years of experience in commercial real estate insurance, lender consulting/insurance compliance review, or CRE risk management, with substantial hands-on transactional experience.
Demonstrated command of CRE coverage, including property, general liability, umbrella/excess, builder's risk, OCIP/CCIP, flood, pollution/environmental and debt fund insurance requirements.
Proven ability to own client relationships independently and to negotiate constructively with borrowers and brokers under closing pressure.
Exceptional written and verbal communication skills; ongoing verbal communication with clients to demonstrate insurance’s impact on business goals and the ultimate deliverables in this role are written work product that clients rely on.
Bachelor’s degree required; relevant designations (CPCU, ARM, CRIS) and active P&C or Advisor’s license strongly preferred.
Comfort with a small, scrappy, collaborative team and with contributing to process improvement rather than inheriting a finished playbook."
We can make each line a bullet.
Compensation: "Competitive compensation commensurate with a senior technical consulting role, including base salary, incentive compensation, and full Hilb Group benefits."
We could put that in Pay section? Or Benefits? Since includes base salary, incentive compensation (pay) and benefits. Could split: Pay section: "Competitive compensation commensurate with a senior technical consulting role, including base salary, incentive compensation." Benefits section: "full Hilb Group benefits." But we need to avoid filler. Both are specific enough. Let's create Pay section with base salary, incentive compensation. Benefits section with full Hilb Group benefits.
Schedule: "Looking in the NY or Baltimore, MD area, but are open to remote or hybrid schedules for the right candidate."
Now About the role: combine intro and Position Summary? Might be too much but okay.
We'll output sections in order: About the role, Responsibilities, Qualifications, Pay, Benefits, Schedule. Ensure each heading only if content.
We must not repeat job title as heading. Good.
Now produce HTML: