Lead Risk Advisor Assistant

Strong experience with commercial and business insurance. 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. 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.

Serve as the primary operational support for Risk Advisors. Lead the preparation and review of insurance quotations, proposals, renewals, and endorsements. Oversee accurate data entry and maintenance across insurance systems and CRMs. Maintain, audit, and update client records and policy information. Prepare, review, and issue certificates of insurance and other policy-related documents. Gather, organize, and validate client data for insurance applications. Manage and monitor billing processes. Track and follow up on outstanding documentation and compliance requirements. Draft, review, and send client and carrier communications. Act as a quality checkpoint for work completed by junior staff. Identify process improvements and best practices.