Lead Risk Advisor Assistant | WithCoverage

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
Employment Type:Full-Time Remote Contractor
* Location:Remote
Location:Remote
* Working Hours:Full-Time
Working Hours:Full-Time
* Benefits:Competitive PTO and Holidays off
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.
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.
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 Advisor's inbox, including prioritizing messages, organizing threads, and drafting thoughtful outreach and follow-up emails aligned with the organization's tone and communication standards.
Inbox Management:Manage the Lead Risk Advisor's inbox, including prioritizing messages, organizing threads, and drafting thoughtful outreach and follow-up emails aligned with the organization's tone and communication standards.
* Communication Handling:Handle high-volume email correspondence with prospects, insurance carriers, underwriters, and internal stakeholders.
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.
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.
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.
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.
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.
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.
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 operation