Lead Risk Advisor
Fresh Prints
contract
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteJob Level
Senior
About the role
- 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.
Requirements
- Strong experience with commercial and business insurance (required).
- 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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance quotationsinsurance proposalsinsurance renewalsdata entryCRM managementbilling processesinsurance applicationspolicy documentationquality assuranceprocess improvement
Soft skills
leadershipattention to detailproblem-solvingreliabilityaccountabilityadaptabilitycommunicationclient managementmotivationteam collaboration