Acquisition & Lender Compliance Associate

Overview

Assist agents with commercial insurance acquisitions and lender compliance tasks.

Key Responsibilities

• acquisitions tracking
• valuation software
• pricing spreadsheet
• compliance review
• loss analysis
• report generation

Tasks

The Acquisitions & Lender Compliance Associate - Commercial Insurance will assist the Managing Partner / Producer and Vice President in support of a group of insurance agents in order to enable them to reach a high level of production and provide exceptional customer service to our clients.It is a developmental role designed for those just entering the Commercial Insurance field. -Updates and actively manages the Acquisitions Tracking Sheet. -Produces general correspondence, client binders, memos, charts, tables, graphs, business, and financial reports, etc. -Performs ongoing tasks related to assisting Agents/Brokers with proper client documentation. -Discusses exposures with clients to create insurance Statements of Value (SOV) to capture client’s locations and property exposures for client’s approval and submission to carriers. -Responds in a timely manner to various inquiries from clients. Gathers and delivers signed documents to underwriters and obtains any additional information to finalize bind requests from agents (ex: loss runs, No Known Loss Letters, binder subjectivities). -Evaluates client’s exposures and will create premium estimates for client’s potential commercial real estate acquisitions. -Generates and analyzes Marshall & Swift valuations utilizing Marshall & Swift online software and respond to lender’s questions concerning the valuations and negotiate changes in values with lender and carrier. -Stays current on the latest Fannie Mae and Freddie Mac insurance requirements to be able to review contracts and secure proper coverage, negotiate terms with carrier and properly execute evidence of insurance for clients. -Analyze portfolio loss histories, identify frequency trends and presents recommendations for risk management solutions to client. -Creates and provides Acquisition Pricing Spreadsheet per property once a property goes under contract. -Assists agents/brokers with day-to-day tasks and special projects. -Creates client summary packages, marketing materials, proposals, etc. for agents utilizing Microsoft Publisher and AMS. -Utilize our web-based Agency Management System to set up new clients.

Requirements

• bachelor's
• p&c license
• insurance experience
• ms office
• ams 360
• communication

What You Bring

Must be able to successfully pass pre-employment (post-offer) drug screen and background check. The ideal candidate must possess a bachelor’s degree from an accredited college, Insurance, Risk Management, Actuarial Sciences, or Finance/Business major preferred. 1-3 years of experience working in the mortgage or lender industry. Commercial insurance experience is preferred but not required to be considered for this role. -Ability to comprehend, analyze, and interpret complex business documents and multi-tiered insurance models is required. -Adheres to Franklin Street’s Insurance best practices and procedures. -Bachelor’s Degree from an accredited college or university is required. Insurance, Risk Management, Actuarial Sciences, or Finance/Business major preferred. -Must possess strong organizational skills and be able to multi-task in a fast-paced business environment. -Must possess or be actively working towards a Property and Casualty Insurance License (2-20 or 4-40). Must obtain a 4-40 license or 2-20 within first 90 days.Must obtain a 2-20 within the first 12 months in position. -Strong written and verbal communication skills (professional level English). Must be able to speak clearly and concisely. Must possess the ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus. Strong presentation skills, (both oral and written). Professional business attire is required. -An outgoing, positive person who can develop high level relationships with property owners and business partners. -Ability to type 45-50 wpm or faster required. -Ability to represent the company professionally in front of guests with a pleasant demeanor, and hospitality / customer service focus. Professional business attire is required. -1-3 years of experience supporting a commercial insurance business – preferably in the P&C specialty area preferred. At least 1 year of experience working in a professional business services office in an administrative or support role required. Prior work or internship experience in insurance, real estate, or sales may be considered. -High level of proficiency in computer skills including MS Office applications (Excel, Word, Outlook) is required. Knowledge of general database / client management software required along with a willingness and ability to learn new software programs including Adobe InDesign, PowerPoint etc.as needed is required. -Additional coursework or related insurance industry experience a plus. -Analytical ability is required to gather and summarize data for reports, find solutions to various problems, and prioritize work. -AMS 360 proficiency or similar industry software experience a plus. -Skill set related to business development, cultivation, and relationship management with ability to identify customer needs and effectively communicate, position, negotiate, and drive solutions sales. -This position may require occasional travel – most often within the regional area. -Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level generally acquired through 1+ year(s) of related experience.

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Benefits

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

About Franklin Street

-Founded in 2006 in Tampa, Florida, amid a challenging market, the firm carved a path in commercial real estate. -It has grown into a full‑service platform delivering brokerage, leasing, capital, insurance, property and project management. -Operating across major southern U.S. metros, the firm launched a dedicated multifamily division in Texas in early 2025. -Their reach spans capital advisory to insurance brokerage, enabling end‑to‑end client solutions. -Repeat recognition—such as Best Places to Work and top brokerage honors—marks its rising profile.

Sector Specialisms

Security Clearance

-must pass pre-employment drug screen and background check.