Lead Risk Advisor
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Job Description
Lead Risk Advisor Assistant supporting Risk Advisors in the insurance industry. Managing daily operations, ensuring high-quality client servicing and operational excellence across accounts.
Responsibilities:
- Serve as the primary operational support for one or more Risk Advisors (Account Managers), ensuring seamless day-to-day account management.
- Lead the preparation and review of insurance quotations, proposals, renewals, and endorsements for accuracy and completeness.
- Oversee accurate data entry and maintenance across web-based insurance systems, CRMs, and editable PDFs.
- Maintain, audit, and update client records and policy information in the CRM to ensure data integrity.
- Prepare, review, and issue certificates of insurance and other policy-related documents.
- Gather, organize, and validate client data for insurance applications and supporting documentation.
- Manage and monitor billing processes with both clients and insurance carriers, flagging discrepancies proactively.
- Track and follow up on outstanding documentation, policy subjectivities, and compliance requirements.
- Draft, review, and send professional client and carrier communications on behalf of the Risk Advisor.
- Act as a quality checkpoint by reviewing work completed by junior assistants or support staff, when applicable.
- Identify process improvements and best practices to enhance efficiency and client experience.
Requirements:
- Strong experience with commercial and business insurance (required).
- Advanced knowledge of insurance terminology, documentation, and workflows.
- Hands-on experience with insurance management systems and CRMs.
- Proven track record of managing multiple client accounts with high service standards.
- Leadership mindset with the ability to take ownership and guide others when needed.
- Highly motivated, detail-oriented, and quality-focused.
- High learning agility, adaptability, and problem-solving ability.
- Strong work ethic, reliability, and accountability.
- Proactive and comfortable working closely with Risk Advisors in a senior support capacity.
- Enthusiasm for continuous learning and going above and beyond for clients.
- Front experience is a plus.
Benefits:
- Competitive salary
- Opportunity to build valuable skills in the insurance industry
- Stable, long-term remote position
- Supportive team environment with training provided
- Growth potential for high performers
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