Risk Strategies Company

Analyst

• Gather and organize data from multiple sources to ensure completeness and accuracy.
• Analyze data to identify trends, patterns, and insights that support business objectives.
• Create reports and dashboards to communicate analytical findings to stakeholders.
• Collaborate with teams to define data requirements and provide analytical support for projects.
• Assist in the development and implementation of data collection processes and tools.

Analyst Consultant – Data, Reporting, Analytics

Account Manager

• Manage client relationships and service client insurance needs
• Prepare communication material about the student health insurance plan
• Create and update student health insurance plan websites, including waiver and enrollment forms
• Manage data transfer process between UHP and the client
• Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
• Prepares, processes, reviews and monitors various documents such as premiums, policies, claims, applications, changes, etc.
• Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
• Create and package claim reports, and perform analysis for client
• Collaborate with team members on new projects. Coordinate, develop ideas and formulate presentations
• May need to provide field service, meeting with students and school administrators to explain insurance benefits
• Develop marketing material, update prospect lists, coordinate mass emails

Assistant Account Manager

• Manage daily client service needs for a designated book of business
• Assist with renewal strategy, prepare submissions, proposals, and binding documents
• Serve as the main day‑to‑day contact for client questions, policy changes, certificates, invoices, endorsements, audits, and routine contract review
• Help clients report new claims and provide support on ongoing or large claims
• Set up policies in the system, request invoices, monitor aged receivables, resolve carrier discrepancies, and process refunds when needed
• Work with carrier partners to place renewals in the best markets and support market‑consolidation initiatives
• Maintain documentation to reduce E&O exposure, support retention and new business efforts, participate in audits, and take on stretch projects for career growth

• Serve as the subject matter expert on Health & Welfare Benefits
• Own and grow a personal book of business of approximately $500,000+
• Partner closely with Team Leaders and Account Executives to support strategic initiatives
• Lead proactive day‑to‑day client service
• Identify opportunities to improve client outcomes and team efficiency
• Collaborate with client teams to build project plans, deliver on service goals, and prepare renewals, RFPs
• Oversee workflow and delegation
• Stay ahead of industry trends, legislative changes, and emerging technology

Senior Account Manager, Employee Benefits

• Participating in the retention of renewal business.
• Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.
• Reviewing current policies and providing recommendations regarding placement options.
• Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.
• Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs.
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.
• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
• Leveraging commercial entertainment insurance knowledge and expertise to actively service existing accounts and develop new business opportunities.
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly.
• Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.

Account Manager, Private Equity

• Deliver exceptional day‑to‑day client service
• Process certificates, Auto ID cards, endorsements, audits, and renewals with precision and speed
• Review and validate policies and quotes
• Drive workflow accuracy by updating the system of record
• Support account growth by preparing sharp, professional proposals, renewal packets, and loss summary analyses
• Coordinate essential policy workflows
• Champion corporate initiatives
• Engage in new business activities and actively support retention goals
• Maintain strong compliance habits
• Pursue stretch assignments that expand skills

Assistant Account Manager, Commercial Lines

Billing Specialist

• Manage the Direct Bill team based in the U.S., providing guidance, support, and coaching.
• Oversee offshore team collaboration (RSP and other offshore partners) to ensure accuracy and efficiency in processing.
• Act as the point of escalation for complex direct bill issues and outages.
• Own the health and maintenance of the Direct Bill subledger, ensuring timely reconciliations and accuracy in financial records.
• Compile and analyze financial data for leadership reporting and special projects.
• Develop and implement training plans for U.S. and offshore staff to ensure consistency and quality in direct bill processing.

Direct Billing Supervisor

• Manage daily client service needs for a designated book of business
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals
• Process monthly, quarterly or annually audits and monthly reports as received
• Handle contract reviews that are not complex in nature
• Generate requests to return funds to clients as appropriate

IT Support

• Collect and compile data from various sources, ensuring accuracy and completeness.
• Validate and clean data to maintain quality standards and resolve discrepancies.
• Collaborate with team members and other departments to support data-related projects.
• Generate reports and provide insights based on collected data to assist in decision-making.
• Assist in developing and implementing data collection processes and best practices.

Benefit Administrative Account Specialist

• Issuance of renewal of mid-term Certificates or Auto ID card; policy checking and processing
• Endorsement and Audit checking and processing
• Generate requests for invoices on policies, endorsements, or audits; order loss runs
• Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
• Update the system of record to properly reflect conversations, communications, and policy documentation
• Perform the first review for Quote checking

Associate Account Manager, Commercial Lines

Account Executive

• Interacts with clients on a day-to-day basis
• Develops and maintains relationships with clients and carriers
• Researches and analyzes medical, life, disability and other benefit plans
• Acts as the benefit expert to clients
• Manages a book of business of approximately $1,000,000+
• Keeps clients apprised of appropriate industry trends
• Proactively anticipates client needs
• Manages request for proposals and renewals
• Reviews work and provides feedback to team members

Account Executive, Employee Benefits

Accountant

• Prepare and review financial statements and reports for accuracy
• Oversee month-end and year-end close processes
• Assist with audits and ensure compliance with GAAP
• Support budgeting, forecasting, and financial analysis activities
• Mentor and guide junior accounting staff
• Identify and implement process improvements

Senior Reinsurance Accountant

• Manage daily client service needs for a designated book of business.
• Provide guidance to any third-party vendors managing aspects of the account.
• Execute coverage analysis for prospective clients and notify clients of coverage gaps.
• Cross-Sell other lines of coverage to promote organic growth.
• Liaise with Claims Department for assistance with difficult claims.
• Actively network at trade / industry functions as directed / requested.
• Document all client and carrier communications in agency management system.

• Support Senior Relationship Managers in servicing complex accounts for high-net-worth individuals and family offices.
• Act as a point of contact for routine client inquiries, ensuring timely and professional responses.
• Prepare client-facing materials, including proposals, insurance summaries, and meeting documentation.
• Process policy renewals, endorsements, and coverage changes accurately and on time.
• Issue Auto ID cards, certificates of insurance, and maintain compliance documentation.
• Perform policy and binder checks for accuracy and completeness.
• Maintain accurate client records in CRM and agency management systems (AMS360, EPIC, WorkSmart).
• Assist in reviewing insurance portfolios for coverage gaps and optimization opportunities.
• Compile data for account reviews and strategic planning.
• Support special projects and ad hoc initiatives for the Family Office team.
• Adhere to company policies, procedures, and regulatory requirements.

Assistant Family Office Relationship Manager

Accounting Manager

• Supervise daily accounting operations, including accounts payable, receivable, and general ledger.
• Review and ensure accuracy of financial reports and statements.
• Assist with month-end and year-end close processes.
• Train and mentor accounting staff.
• Ensure compliance with GAAP and internal controls.
• Support leadership with financial analysis and reporting.

Analyst Consultant – Data, Reporting, Analytics

Assistant Account Manager

Account Manager

Senior Account Manager, Employee Benefits

Account Manager, Private Equity

Assistant Account Manager, Commercial Lines

Direct Billing Supervisor

Account Manager

Benefit Administrative Account Specialist

Associate Account Manager, Commercial Lines

Account Executive, Employee Benefits

Senior Reinsurance Accountant

Account Manager

Assistant Family Office Relationship Manager

Accounting Supervisor