T&E Operations Real Estate Oil and Gas Insurance Officer

Posted: Tuesday, 05 August 2025
Valid Thru: Thursday, 04 September 2025
Index Requested on: 08/05/2025 08:11:18
Indexed on: 08/05/2025 08:11:18

Location: Fort Worth, TX, 76137, US

Industry: Advertising and Public Relations
Occupational Category: 13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME

JPMorgan Chase Bank, N.A. is hiring!

Description:

Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance operations. This is an opportunity to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts.

As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing operational efficiency and mitigating risks.

Job Responsibilities:
  • Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
  • Coordinate with internal and external stakeholders, including vendors, underwriters, and property managers, to ensure effective management of insurance policies, claims, and renewals.
  • Leverage expertise in Real Estate, Oil & Gas, and insurance to enhance operational efficiency and mitigate risks.
  • Handle documentation and renewal of external insurance policies for real estate properties, tenants, and Oil & Gas working interests.
  • Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage.
  • Prepare and maintain monthly reports to monitor financial activities, new assets, and claim statuses.
  • Support the annual renewal process of the Master Insurance Program (MIP).
  • Assist in evaluating existing policies, carrier quality, and coverage limits to ensure compliance and adequacy.
  • Develop and maintain detailed procedures, workflows, and models to optimize operational efficiency.
  • Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
  • Work closely with management to prioritize and implement improvement opportunities.

Required Qualifications, Capabilities, and Skills:
  • Minimum of 3 years of experience managing Real Estate and Oil & Gas insurance industry operations.
  • Strong expertise in Real Estate, Oil & Gas, and insurance fields.
  • Excellent coordination and communication skills to work with internal and external stakeholders.
  • Experience in conducting insurance assessments and preparing financial reports.
  • Ability to collaborate effectively across multiple lines of business, suppliers, and various levels of management.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and organizational skills.
  • Must be able to work efficiently and independently.
  • Highly proficient in Microsoft Suite of Applications, including Access, Excel, OneNote, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills:
  • Insurance License.
  • Strong resilience when working in high-pressure, deadline-oriented environments.
  • Ability to prioritize and manage multiple simultaneous responsibilities.
  • Flexible "can-do" approach.


JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Responsibilities:

Please review the job description.

Educational requirements:

  • high school

Desired Skills:

Please see the job description for required or recommended skills.

Benefits:

Please see the job description for benefits.

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