Lead Risk Advisor Assistant

As a Lead Risk Advisor Assistant, you will serve as a senior support partner to one or more Risk Advisors, playing a key role in overseeing daily insurance operations, ensuring high-quality client servicing, and maintaining operational excellence across accounts. We are seeking an experienced insurance professional with a strong background in commercial and business insurance, exceptional attention to detail, and the ability to manage multiple priorities. This role requires hands-on experience coordinating directly with underwriters on manually underwritten commercial policies and supporting Risk Advisors through complex placement workflows, while also providing guidance or quality oversight to junior team members as needed. Key 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. What We're Looking For:

• Strong experience with commercial and business insurance (required). - Proven experience working directly with underwriters on manually underwritten commercial policies, including submissions, follow-ups, and revisions. - 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. Additional Details:

• You will be working 5 days a week, including one weekend day, but will have 2 days off in a row. - Working hours will be 9am - 6pm EST (please apply only if this works for you). - Location: Philippines, India (Remote). Compensation and 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