Teams at Risk Strategies

Serve as a trusted advisor to high-net-worth individuals, assessing risk profiles and delivering tailored personal lines and specialty insurance solutions. Manage client portfolios, cultivate long-term relationships, collaborate with underwriting and claims, identify cross-sell opportunities, support new business development, and prepare professional proposals and renewals.

Manage a portfolio of mid-market commercial insurance accounts by supporting renewals, preparing submissions and proposals, coordinating certificates, maintaining accurate agency records, producing loss exhibits, and ensuring quality control of policies, endorsements, audits, and claims while partnering with Account Executives to place and grow accounts.

Perform high-level reviews of aggregate stop loss and accommodation claims, validate eligible expenses under stop loss contracts, evaluate enrollments and attachment calculations, produce audit reports and exhibits within company timeframes, and support process improvements and implementation.