Lead Risk Advisor Assistant

Role Summary

The purpose of this full-time remote role is to support the 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 firm that replaces traditional insurance brokerages with AI-supercharged 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 Advisors inbox including prioritizing messages organizing threads and drafting thoughtful outreach and follow-up emails aligned with the organizations 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 HubSpot and proprietary internal systems.

• 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) LinkedIn sourcing and modern digital workspaces with a willingness to learn proprietary tech 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 and hand-in-hand 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 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 eventually manage a team as the company scales.

Required Experience:

Unclear Seniority