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India Philippines

  • Serve as the primary operational support for one or more Risk Advisors, 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.

Insurance CRM Account Management Data Entry

5 jobs similar to Lead Risk Advisor Assistant

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India Philippines

  • Manage the Head of Risk’s email inbox, ensuring critical items are addressed.
  • Assist with scheduling meetings and coordinating calls to support the risk team.
  • Help triage SLA breaches and communicate with other Risk team members.

Frontier is a subsidiary of Fresh Prints that helps companies grow full-time, cross-functional teams abroad by hiring the smartest people and placing them into the best companies.

$29,608–$51,814/yr
Canada

  • Act as the first point of contact to customers who are reporting an insurance claim.
  • Gather and record all relevant information regarding the insurance claim and enter data into system.
  • Provide ad-hoc administrative support to the claims department.

As Canada’s most cutting-edge home insurance carrier, Max Insurance is entering a period of exciting growth.

US

  • Manage an assigned book of business, ensuring account retention and supporting new business.
  • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing insurance and risk management solutions.

$50,000–$55,000/yr
US

  • Manage service tasks, process renewals, and respond to policy-related inquiries.
  • Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
  • Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

LATAM

  • Answer and manage a high volume of inbound calls from customers.
  • Assist clients with common insurance related requests, including payments, vehicle changes, policy updates, address verification, and basic coverage questions.
  • Process daily transactions and payments received from customers.

Inside Out Insurance is a fast-growing, full-service insurance brokerage based in Texas, serving a diverse customer base across auto, home, business, commercial, life, and health insurance lines. The company values reliability, professionalism, and excellent communication, especially because customer interactions require clear bilingual support in both English and Spanish.