Jobs · Finance · California

Senior Risk Consultant

HUB International · Newport Beach, CA · 2 wk ago
Finance$100k–$150k/yrFull-time

Primary Responsibilities

  • Develop and implement strategic, customized risk control service plans for all actively serviced accounts.
  • Maintain documented plans that reflect client goals, industry best practices, and HUB RSD quality standards.
  • Lead comprehensive risk assessments and audits across manufacturing, construction, distribution, transportation and other industrial sectors.
  • Identify exposures and deliver prioritized, client-ready mitigation strategies.
  • Serve as a trusted advisor to senior client stakeholders, translating complex risk findings into clear business language and actionable recommendations.
  • Leverage HUB’s full RSD capabilities — including national specialist and outer-regional resources — to enhance client service and deliver solutions beyond local capacity alone.
  • Oversee insurance carrier loss control activities on behalf of clients, ensuring carrier recommendations align with client interests and service plan goals.
  • Utilize approved technology platforms and tools effectively; consistently look for ways to improve personal efficiency and the quality of client deliverables.
  • Conduct management and employee training sessions on risk and safety topics for clients as needed.

Client Retention & Relationship Management

  • Own client retention for your assigned book — delivering consistently responsive, zero-complaint service and proactively identifying at-risk accounts before they become problems.
  • Maintain strong working relationships with assigned HUB producers and account managers; maintain clear, proactive communication on service plans, project timelines, and deliverable status.
  • Conduct loss analysis and trending to identify client focus areas and demonstrate measurable progress against service plan goals.
  • Produce high-quality written reports, service plans, and client deliverables consistently — meeting HUB RSD standards on first submission.

New Business & Practice Development

  • Partner with HUB producers and account teams to support new business development — participating in request for proposals, prospect presentations, and site visits; articulate the tangible value of risk consulting services to prospective clients.
  • Actively contribute to HUB RSD practice development — producing reusable work product, tools, and solutions; complete assigned practice tasks on schedule and to quality standards.
  • Represent HUB as a subject matter expert through seminars, webinars, and industry events in southern California and beyond.
  • Continuously look for ways to improve your own work and the team’s capabilities; propose process improvements and participate in pilot programs as requested.

Team Development

  • Build a strong internal network of producer and colleague relationships; support peers and cross-regional colleagues through HUB’s boundaryless structure — sharing expertise and stepping in on outer-regional needs as requested.
  • Contribute to divisional best practices, service standards, and knowledge-sharing initiatives.

Carrier & Vendor Management

  • Build and maintain productive relationships with insurance carrier risk engineering teams and third-party vendors to enhance service capabilities and client outcomes.
  • Leverage carrier and vendor resources strategically on behalf of clients to supplement internal consulting capacity.

Operational Accountability

  • Manage travel and expenses within approved budget and guidelines.
  • Complete monthly activity reports on time and with required accuracy.
  • Provide all proposals and RFPs to VP/SVP for review prior to submission.

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