Risk Advisory Associate
Arthur J. Gallagher · Fairlawn
IntroductionAt Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.
How you'll make an impact
The Associate Director, Risk Advisory serves as an outsourced risk management consultant for a diverse portfolio of clients. This role acts as a key liaison between clients, insurance brokers, third-party administrators (TPAs), carriers, and other service providers to support effective risk financing and claims management strategies. The Associate helps clients optimize their Total Cost of Risk (TCOR) through data analysis, claims oversight, program administration, vendor management, and strategic risk management initiatives.
The ideal candidate possesses a strong background in commercial insurance claims handling, risk management, or a related field, with experience in workers' compensation, auto liability, general liability, property damage, and other commercial lines of coverage. This individual must be highly analytical, client-focused, organized, and capable of managing multiple projects in a fast-paced consulting environment.
Essential Duties and Responsibilities
Client Relationship Management
- Develop and maintain strong client relationships through proactive communication, responsiveness, and delivery of exceptional service.
- Serve as a trusted advisor to clients on claims management, insurance program performance, and risk management best practices.
- Participate in client meetings, stewardship reviews, renewal planning sessions, and strategic risk management discussions.
- Assist in ensuring client satisfaction and achievement of risk management program objectives.
Claims and Risk Management Oversight
- Analyze workers' compensation, auto liability, general liability, property, and other commercial claims programs to identify trends, emerging exposures, and opportunities for cost reduction.
- Coordinate with third-party administrators, insurance carriers, brokers, defense counsel, and medical management vendors to monitor claim outcomes and service performance.
- Review loss runs, reserve adequacy, claim handling practices, litigation trends, and large-loss exposures.
- Prepare claims summaries, executive dashboards, benchmarking reports, and recommendations for clients.
- Assist clients in developing strategies to reduce frequency, severity, and overall claim costs.
- Work with Artex Team Leader to identify client value added projects and opportunities
Client Onboarding and Program Administration
- Support client intake, implementation, and onboarding activities.
- Coordinate the collection and validation of underwriting, exposure, payroll, vehicle, property, and loss history information.
- Assist with annual program renewals and ongoing insurance administration activities.
- Maintain client files, documentation, and risk management records in accordance with company standards.
Data Analysis and Reporting
- Analyze claims, exposure, financial, and operational data to identify trends, anomalies, and areas of opportunity.
- Develop client-facing presentations, reports, scorecards, dashboards, and stewardship materials.
- Prepare key performance indicator (KPI) reports related to claim performance, loss trends, reserve development, and total cost of risk.
- Utilize Excel and other business intelligence tools to support client analytics and reporting initiatives.
Broker and Vendor Management
- Coordinate activities between clients, brokers, TPAs, carriers, and other service providers.
- Assist with the reviewal of broker service plans, performance metrics, and service agreements.
- Support contract review, negotiations, and implementation of third-party administrator, broker, and risk management vendor agreements.
- Monitor vendor performance and assist in resolving operational issues affecting client programs.
Insurance Program Support
- Assist in evaluating insurance program structures, coverage options, deductibles, retentions, and risk financing strategies.
- Lend support, as necessary, for the preparation of insurance submissions and renewal documentation.
- Help identify coverage gaps, overlapping coverage, and opportunities for program optimization.
- Assist Artex team as necessary with certificate management, policy reviews, and other insurance administration functions.
Strategic Risk Management Projects
- Participate in risk assessments, due diligence reviews, safety and loss control initiatives, and special client projects.
- Support mergers and acquisitions, divestitures, and integration activities from a risk management perspective.
- Assist clients with development and implementation of risk management policies, procedures, and best practices.
- Contribute to continuous improvement initiatives designed to enhance client outcomes and operational efficiency.
About You
Required:
- Bachelor's degree in Risk Management, Business Administration, Insurance, Finance, Occupational Safety, or a related field; equivalent professional experience may be considered.
- Minimum of 3-5 years of experience in claims handling, risk management, insurance brokerage, third-party administration, or a related field.
- Demonstrated experience managing or handling claims in one or more of the following areas:
- Workers' Compensation
- Auto Liability
- General Liability
- Property Damage
- Commercial Umbrella/Excess Liability
- Strong understanding of commercial insurance coverage, claims management processes, and loss financing concepts.
- Proficiency with Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities while meeting deadlines in a client-service environment.
Preferred
- Professional designations such as ARM, CPCU, AIC, SCLA, CRM, or other insurance/risk management certifications.
- Experience working with insurance brokers, TPAs, captive programs, large deductible programs, or self-insured organizations.
- Knowledge of actuarial data, loss forecasting, benchmarking, and total cost of risk methodologies.
- Experience creating executive-level dashboards and data visualizations.
- Ability to analyze existing client processes and make recommendations for efficiencies and improvements where appropriate.
Core Competencies
- Client Service Excellence
- Claims Management Expertise
- Risk Analysis and Problem Solving
- Data Analytics and Reporting
- Relationship Building
- Communication and Presentation Skills
- Project Management
- Contract and Vendor Management
- Strategic Thinking
- Attention to Detail
- Ability to work independently and in teams
Physical and Travel Requirements
- Ability to travel occasionally for client meetings, stewardship reviews, site visits, and industry events.
- Ability to sit, stand, and work at a computer for extended periods.
- Ability to manage competing priorities in a professional consulting environment.
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Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
The Associate Director, Risk Advisory serves as an outsourced risk management consultant for a diverse portfolio of clients. This role acts as a key liaison between clients, insurance brokers, third-party administrators (TPAs), carriers, and other service providers to support effective risk financing and claims management strategies. The Associate helps clients optimize their Total Cost of Risk (TCOR) through data analysis, claims oversight, program administration, vendor management, and strategic risk management initiatives.
The ideal candidate possesses a strong background in commercial insurance claims handling, risk management, or a related field, with experience in workers' compensation, auto liability, general liability, property damage, and other commercial lines of coverage. This individual must be highly analytical, client-focused, organized, and capable of managing multiple projects in a fast-paced consulting environment.
Essential Duties and Responsibilities
Client Relationship Management
- Develop and maintain strong client relationships through proactive communication, responsiveness, and delivery of exceptional service.
- Serve as a trusted advisor to clients on claims management, insurance program performance, and risk management best practices.
- Participate in client meetings, stewardship reviews, renewal planning sessions, and strategic risk management discussions.
- Assist in ensuring client satisfaction and achievement of risk management program objectives.
Claims and Risk Management Oversight
- Analyze workers' compensation, auto liability, general liability, property, and other commercial claims programs to identify trends, emerging exposures, and opportunities for cost reduction.
- Coordinate with third-party administrators, insurance carriers, brokers, defense counsel, and medical management vendors to monitor claim outcomes and service performance.
- Review loss runs, reserve adequacy, claim handling practices, litigation trends, and large-loss exposures.
- Prepare claims summaries, executive dashboards, benchmarking reports, and recommendations for clients.
- Assist clients in developing strategies to reduce frequency, severity, and overall claim costs.
- Work with Artex Team Leader to identify client value added projects and opportunities
Client Onboarding and Program Administration
- Support client intake, implementation, and onboarding activities.
- Coordinate the collection and validation of underwriting, exposure, payroll, vehicle, property, and loss history information.
- Assist with annual program renewals and ongoing insurance administration activities.
- Maintain client files, documentation, and risk management records in accordance with company standards.
Data Analysis and Reporting
- Analyze claims, exposure, financial, and operational data to identify trends, anomalies, and areas of opportunity.
- Develop client-facing presentations, reports, scorecards, dashboards, and stewardship materials.
- Prepare key performance indicator (KPI) reports related to claim performance, loss trends, reserve development, and total cost of risk.
- Utilize Excel and other business intelligence tools to support client analytics and reporting initiatives.
Broker and Vendor Management
- Coordinate activities between clients, brokers, TPAs, carriers, and other service providers.
- Assist with the reviewal of broker service plans, performance metrics, and service agreements.
- Support contract review, negotiations, and implementation of third-party administrator, broker, and risk management vendor agreements.
- Monitor vendor performance and assist in resolving operational issues affecting client programs.
Insurance Program Support
- Assist in evaluating insurance program structures, coverage options, deductibles, retentions, and risk financing strategies.
- Lend support, as necessary, for the preparation of insurance submissions and renewal documentation.
- Help identify coverage gaps, overlapping coverage, and opportunities for program optimization.
- Assist Artex team as necessary with certificate management, policy reviews, and other insurance administration functions.
Strategic Risk Management Projects
- Participate in risk assessments, due diligence reviews, safety and loss control initiatives, and special client projects.
- Support mergers and acquisitions, divestitures, and integration activities from a risk management perspective.
- Assist clients with development and implementation of risk management policies, procedures, and best practices.
- Contribute to continuous improvement initiatives designed to enhance client outcomes and operational efficiency.
Required:
- Bachelor's degree in Risk Management, Business Administration, Insurance, Finance, Occupational Safety, or a related field; equivalent professional experience may be considered.
- Minimum of 3-5 years of experience in claims handling, risk management, insurance brokerage, third-party administration, or a related field.
- Demonstrated experience managing or handling claims in one or more of the following areas:
- Workers' Compensation
- Auto Liability
- General Liability
- Property Damage
- Commercial Umbrella/Excess Liability
- Strong understanding of commercial insurance coverage, claims management processes, and loss financing concepts.
- Proficiency with Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities while meeting deadlines in a client-service environment.
Preferred
- Professional designations such as ARM, CPCU, AIC, SCLA, CRM, or other insurance/risk management certifications.
- Experience working with insurance brokers, TPAs, captive programs, large deductible programs, or self-insured organizations.
- Knowledge of actuarial data, loss forecasting, benchmarking, and total cost of risk methodologies.
- Experience creating executive-level dashboards and data visualizations.
- Ability to analyze existing client processes and make recommendations for efficiencies and improvements where appropriate.
Core Competencies
- Client Service Excellence
- Claims Management Expertise
- Risk Analysis and Problem Solving
- Data Analytics and Reporting
- Relationship Building
- Communication and Presentation Skills
- Project Management
- Contract and Vendor Management
- Strategic Thinking
- Attention to Detail
- Ability to work independently and in teams
Physical and Travel Requirements
- Ability to travel occasionally for client meetings, stewardship reviews, site visits, and industry events.
- Ability to sit, stand, and work at a computer for extended periods.
- Ability to manage competing priorities in a professional consulting environment.
#LI-MD6