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Insurance Operations Specialist

Exchange Bank

Santa Rosa, CA, USAFull-timePosted Jul 29, 2026

Job description

The Insurance Operations Specialist plays an essential role in protecting the bank’s loan portfolio by ensuring secured loans maintain the appropriate insurance coverage. This position manages the full insurance coordination process - from verifying coverage and resolving exceptions to partnering with external carriers and internal teams.

This role will maintain accurate records in the bank's core system, monitor hazard and flood insurance requirements, and help ensure compliance while minimizing operations and financial risk. Through careful attention to detail and proactive follow-up, the Insurance Operations Specialist supports regulatory compliance, reduces risk, and helps ensure a smooth lending experience.

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