Risk Management & Compliance Assistant bei Monte Christo Communities

Description

JOB SUMMARY:

Responsible for monitoring and maintaining insurance policies in support of regulatory compliance, procedural compliance and managing risk while modeling the organizational Purpose, Values, and Standards consistently.  

Requirements

ESSENTIAL FUNCTIONS

Duties/Responsibilities:

• Perform all duties with respect to Company’s Purpose, Values, Standards & Core Competencies.  
• Compile all policies for properties & management companies and maintain renewals as needed (General liability, excess liability, umbrella, flood, auto, storage, boiler & machinery, workers compensation, EPL and E&O) 
• Assist in managing loss control inspections as required by underwriting and ensure timely responses are submitted in order to meet underwriter’s limitations on cancellation, non-renewal, and production requirements. 
• Assist in maintaining park-owned-home policies to ensure all new homes are added and sold homes are removed timely 
• Assist in maintaining and completing all new property applications as required by agents 
• Assist in all policy audits 
• Assist in maintaining claims on policies and update management on outcome 
• Assist in maintaining insurance policies for resident loans (new & renewals), including accurate input into resident loan center 
• Respond to agent and insured inquiries with respect to risk control and risk management issues. 
• Assist in maintaining & maintaining all park permits to ensure compliance and on-time renewal 
• Communicating with management daily; Communicate any problems promptly and clearly and make recommendations to leadership towards solutions.  
• Maintain a clean and safe working environment.  
• Carries out all responsibilities in compliance with the organization’s policies, procedures, and state, federal, and local laws.  
• Occasional travel within the Sacramento area 
• Other duties as assigned. 

Core Competencies & Required Skills/Abilities:

• Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology.  
• Customer and Personal Service - Knowledge of principles and processes for providing customer services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. 
• Communication - Convey information both orally and written in a timely and clear manner which promotes an accurate understanding on the part of your audience.   
• Time Management - Managing one's own time. A proven ability to meet deadlines and the ability to prioritize tasks and to delegate them when appropriate. 
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.    
• Maintain confidentiality and discretion in execution of skills. 
• Proficient with Microsoft Office Suite or related software. 
• Initiative: Able to identify what needs to be done and to do it before being asked or the situation requires it. Uses available resources to get the job done. 
• Collaboration: Works effectively with colleagues toward common goals, and/or facilitates goal achievement in others; dimension includes either / both intellectual and material collaboration 
• Communication: Expresses oneself using clear, effective, and efficient language. Listens patiently and attentively with intent to truly understand what is being communicated. Adapts to the purpose of the communication with appropriate style, substance, detail, and confidence.  
• Organization: Able to prioritize tasks, set goals, and develop systems for efficient task completion. 
• Results Driven: Achieves results and has enthusiasm around exceeding expectations. Ability to focus on what is important and create a sense of urgency while successfully managing multiple priorities to ensure results. Identifies and understands issues and assumes immediate action. 
• Organization: Able to prioritize tasks, set goals, and develop systems for efficient task completion. 

Values Alignment:

• Integrity: Demonstrates honesty and transparency in all communications and marketing practices. Upholds ethical standards in representing the company and its communities.
• Excellence: Strives for high-standard work in all aspects of marketing, from campaign execution to content creation and continuously seeks improvement for efficiency.
• Team: Works effectively with cross-functional teams, supporting shared goals and processing team requests in a timely manner.
• Respect: Treats teams, residents, and investors with professionalism and empathy. Values diverse perspectives and fosters an inclusive environment in marketing messaging and community engagement.
• Accountability: Takes ownership and responsibility of tasks and projects, meets deadlines, and follows through on commitments.

EDUCATION and EXPERIENCE

• High School Diploma or GED required.  
• At least 1+ years experience in administrative, data entry, or relates support role 
• Microsoft Outlook, Excel, Word, and SharePoint experience required.  
• Strong verbal and written communication, as well as effective organization skills 
• Experience with Titling processes for DMV or HCD or with permitting strongly preferred  
• Bilingual in Spanish preferred 
• Must have a reliable transportation for the greater Sacramento area. 
• Must be able to pass background and drug screening. 

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable those with a disability to perform the essential functions.  

While performing the duties of this job, the Team Member is regularly required to sit, with periods of standing and walking of up to 8 hours per day; use fingers and hands to handle, grasp, and feel; reach with hands and arms; talk and hear; bending at waist.  

• Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust and focus. 
• Candidate must be able to lift, carry, push & pull up to 25 lbs. and capable of operating office equipment. Position may occasionally require moderate lifting (25-45 lbs.).  

WORK ENVIRONMENT:

Monte Christo Communities is committed to ensuring the health and safety of their workforce. Computer workstation and climate-controlled office environment. May enter areas which are non-air-conditioned and where workers can expect to be occasionally exposed to heat, cold and humidity, fluctuating temperature conditions due to weather, residential traffic, dust, and noise.   

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the team member for this position. Duties, responsibilities, and activities may change at any time with or without notice.  

EQUAL OPPORTUNITY EMPLOYER

Monte Christo Communities provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.