Lead Risk Advisor Assistant

Role Summary

The purpose of this full-time remote role is to support organizational growth and client management pipelines through comprehensive inbox management, risk data organization, outreach, and operational support. Sitting within a high-growth, technology-driven risk management and consulting firm that leverages modern AI systems, the successful candidate will work closely with a lean, collaborative team to manage communications, organize priorities, and track critical deliverables. Acting as an essential operational bridge between active client development and technical risk analysis, this position will collaborate hand-in-hand with internal underwriters to organize client risk files, flag missing exposure data, and accelerate the submission-to-quote lifecycle.

Key Details

Employment Type: Full-Time Remote Contractor
Location: Remote
Working Hours: Full-Time
Benefits: Competitive PTO and Holidays off

Role Responsibilities

Underwriting & Sourcing Collaboration: Work hand-in-hand with internal underwriters to ensure prospect risk data, applications, and exposure metrics are complete and accurate prior to formal underwriting review.
Submission Preparation: Review client documentation (loss runs, statement of values, etc.) to extract relevant data points, helping streamline the pipeline for the underwriting team.
Inbox Management: Manage the Lead Risk Advisor's inbox, including prioritizing messages, organizing threads, and drafting thoughtful outreach and follow-up emails aligned with the organization's tone and communication standards.
Communication Handling: Handle high-volume email correspondence with prospects, insurance carriers, underwriters, and internal stakeholders.
Project Coordination: Coordinate and manage projects related to client onboarding and growth initiatives, ensuring deadlines, follow-ups, and risk compliance deliverables are met.
Data Integration: Maintain and update client risk data, inbox workflows, and task tracking inside CRM systems (e.g., HubSpot) and internal platforms.
Pipeline Support: Assist with setting up and executing email campaigns, outbound sequences, warm referral tracking, and growth KPI reporting.

Required Skills & Experience (Hard Skills)

Underwriting Exposure: Direct professional exposure to or foundational knowledge of commercial insurance underwriting workflows, submission requirements, or risk documentation, along with a comfortable understanding of basic insurance terminology and functional understanding of commercial underwriting parameters.
Inbox Mastery: Strong experience in heavy inbox and email management, ideally supporting an executive, senior risk advisor, or underwriting leader.
Tech Proficiency: Familiarity with CRM tools (HubSpot preferred), professional networking/sourcing tools, and modern digital workspaces, with a willingness to learn proprietary technology platforms.
Professional Background: Experience in high-volume executive support, insurance operations, or sales support; prior experience in sales/growth operations, insurance agency support, or commercial real estate/finance operations is a plus.

Key Attributes (Soft Skills)

Fast-Paced Prioritization: Proven ability to manage multiple projects, timelines, and cross-functional requests while balancing Advisor priorities with Underwriter needs in a fast-paced environment.
Strong Communication: Excellent written communication skills, especially in drafting clear, professional client emails and translating technical risk notes.
Meticulous Organization: Highly detail-oriented and comfortable following structured, compliance-driven processes.
Collaborative Mindset: Ability to work closely within a lean, collaborative remote team environment.

Why This Role

This position offers the opportunity to operate at a high standard within a team that values precision, responsiveness, and operational excellence while helping modernize one of the largest, most traditional industries in the world using advanced technology and AI. Candidates will build real, highly valuable, and specialized expertise by gaining hands-on exposure to complex insurance programs across fast-growing, industry-defining companies within a stable, long-term remote setting. Additionally, high performers will experience clear growth potential and meaningful opportunities to expand responsibilities, advance their careers, lead initiatives, or manage a team as the company scales.

Lead Risk Advisor Assistant - 60524801086