Jobs at Risk Strategies

Manage a large-market book of business for employer-sponsored health & welfare plans. Serve as subject-matter expert, handle day-to-day client inquiries, prepare renewals/RFPs, coordinate vendors, produce client deliverables and analytics, coach analysts, and drive client expansion while ensuring compliance with regulations and maintaining accurate account data.

Lead Commercial Lines expansion in Northern California by identifying growth markets, driving organic revenue, recruiting and mentoring producers, partnering cross-functionally to cross-sell, managing CRM and pipeline analytics, and maintaining carrier and community relationships to support complex commercial placements.

Manage placement and client relationships for a complex commercial P&C book, driving renewal strategy, market selection, negotiation, and business development. Guide service teams, review contracts, conduct claims and gap analyses, implement market consolidation, build carrier relationships, mitigate E&O risk, and support RFPs and new business placements.

Manage day-to-day pretax administration for employer groups and partners, handle inbound calls and emails, resolve escalations, assist with billing and renewals, generate reporting, document activity in CRM, and liaise with IT and internal teams to ensure service and plan changes are communicated and resolved.

Lead enterprise insurance analytics initiatives supporting underwriting, claims, finance, and operations. Build reporting and dashboards, ensure data integrity across TPAs and systems, support captive program performance, partner with actuary and IT, and present actionable insights to leadership.

Serve as primary claims advisor for brokerage clients across multiple lines of coverage. Provide strategic guidance on reporting, development, settlement, and resolution; advocate on complex or disputed claims; analyze trends and reserves; conduct stewardship reviews; support renewal and placement with claims insights; prepare client reports and dashboards; coordinate consulting projects and collaborate with producers, account teams, carriers, TPAs, and defense counsel to improve outcomes and reduce total cost of risk.

Lead actuarial support for reinsurance and healthcare clients by developing proformas, evaluating new products, conducting rate and reserve analyses, supporting reinsurer negotiations, monitoring regulatory impacts, and providing ad-hoc actuarial and underwriting analysis across medical and supplemental health products.

Lead and manage actuarial projects for healthcare clients, provide technical and strategic actuarial advice, build financial models, mentor junior actuaries, and support practice development and client relationships to drive financial decision-making.