
Risk Support Specialist
1 day ago
Job Description:
The Risk Advisor Assistant will provide dedicated support to one of the Risk Advisors in daily insurance operations, client documentation, and coordination tasks. This role involves working closely with the Risk Advisor to ensure seamless execution of insurance-related activities.
- Support a Risk Advisor with daily administrative tasks, including preparing insurance quotations, proposals, and renewal documents.
- Accurately process and input data into web-based insurance systems, CRMs, and editable PDFs.
- Maintain and update client records and policy information in the CRM system.
- Prepare and issue certificates of insurance as requested.
- Gather and organize client data to prepare insurance policy applications and other supporting documentation.
Required Skills and Qualifications:
- Previous insurance industry experience (agency, brokerage, or carrier).
- Familiarity with insurance terminology and processes.
- Experience with insurance management systems or CRMs.
- Ability to follow detailed instructions.
- Commitment to accuracy and quality.
- Strong work ethic and reliability.
Benefits:
- A proactive, reliable, and comfortable working closely with one Risk Advisor in a support-focused role.
- Excitement to learn insurance concepts and go above and beyond.
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