Insurance Compliance Coordinator

Key Responsibilities

1. COI Review & Compliance

• Review tenant and vendor COIs for compliance with lease agreements and contracts 
• Verify:  
  • Properly named insureds and additional insured endorsements 
  • Coverage types (GL, umbrella, workers comp, property, etc.) 
  • Policy limits and deductibles 
  • Effective and expiration dates 
• Identify deficiencies and follow up for corrections

2. Insurance Tracking & Administration

• Maintain COI tracking systems (e.g., Excel, MRI, Yardi, or risk platforms) 
• Monitor expirations and proactively request renewals 
• Maintain accurate documentation and audit trails

3. Risk Management Support

• Support incident/claim documentation when needed 
• Coordinate with brokers and insurance carriers

4. Tenant & Vendor Communication

• Communicate requirements clearly to tenants, vendors, and contractors 

5. Cross-Functional Coordination

• Partner with: 
  • Property management teams 
  • Asset managers 
  • Legal and finance departments 
• Support due diligence during acquisitions/dispositions

6. Additional Responsibilities (often included)

• Review service/vendor contracts for insurance requirements 
• Assist with annual insurance audits 
• Support lender compliance reporting 

Skills & Qualifications

• Strong understanding of: 
  • Commercial General Liability (CGL) 
  • Umbrella/Excess policies 
  • Workers’ Compensation 
  • Additional insured endorsements (CG 20 10, CG 20 37, etc.) 
• High attention to detail 
• Familiarity with CRE operations (office, retail, industrial) is a bonus
• Experience with property management or risk systems is a bonus