Associate, Insurance Management

Hudson Advisors L.P.; Dallas (TX); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Hudson Advisors L.P. in Dallas seeks an Associate, Insurance Management to support the VP with data, policy administration, vendor compliance, claims reporting, and payment processing in a hybrid setting.

The role requires a Bachelor’s degree and at least five years in insurance or risk management, plus strong communication and analytical abilities. You will work with RMIS tools and coordinate with TPAs and internal teams.

Qualifications

• Bachelor’s degree required; risk management certifications preferred.
• Minimum of five years insurance or risk management experience.
• Experience with RMIS such as Riskonnect ClearSight.
• Strong communication and analytical skills.
• Hybrid work environment in Dallas with collaboration with London.

Responsibilities

• Administer RMIS data and collaborate on system improvements.
• Oversee the BCS insurance certificate tracking and vendor renewals.
• Evaluate and integrate AI tools into workflows.
• Report claims activity; coordinate with TPAs and loss reporting.
• Process insurance invoices in Matrix and record transactions.
• Support policy placements and prepare KPI reports.

Skills

Communication

Analytical skills

Time management

Independent worker

Microsoft 365

Education

Bachelor’s Degree

CIC/CRM/CPCU coursework preferred

Tools

RMIS (Riskonnect ClearSight)

Matrix

Job description

Position Summary:

The Associate, Insurance Management supports the Vice President, Insurance Management with the administration and management of key Department workflows. The position holds primary responsibility within the Department for data management, policy administration, vendor compliance, claims reporting and administration, and payment processing.

Essential Functions:

• Administer the Riskonnect ClearSight Risk Management Information System (RMIS) by maintaining accurate policy, exposure, premium, claims, and financial transaction data; collaborate with the ClearSight technical team on process improvements, system enhancements, and ongoing maintenance;
• Manage the Business Credentialing Services (BCS) insurance certificate tracking program by monitoring the proprietary data platform and supervising work performed by BCS personnel, resolving compliance deficiencies with the assistance of internal and external stakeholders, and managing the annual vendor contract renewal;
• Oversee the evaluation and integration of artificial intelligence (AI) tools into new and existing systems, processes, and departmental workflows;
• Report and track claims activity, including documentation, financials and loss runs, settlement recommendations, and communications with internal and external stakeholders; coordinate with third-party administrators (TPAs), monitor losses and payments under self-insured retentions and loss funds, and prepare loss history reports in support of renewals, self-insurance evaluations, and loss ration reporting;
• Process insurance-related invoices in Matrix, the internal accounting system, perform premium allocations, and record related financial transactions in the RMIS;
• Support insurance placements and policy administration by reviewing binders, policies, and invoices;
• Prepare insurance program and claims reports for internal and external stakeholders that provide an overview of key performance indicators, trend analysis, and benchmarking; support related departmental initiatives, process improvements, and data analytics; and any other duties and special projects as business needs require

Required Knowledge, Skills and Abilities:

• Excellent verbal and written communication skills with the ability to interact professionally with colleagues, business partners, and service providers.
• Strong analytical skills with the ability to interpret complex insurance and financial data and communicate findings clearly.
• Strong organizational and time-management skills with the ability to prioritize multiple responsibilities and meet deadlines in a dynamic environment.
• Ability to work independently, exercise sound judgment, prioritize work, manage time effectively, and produce accurate, detail-oriented work in a deadline-driven environment.
• Strong proficiency in Microsoft 365, particularly Excel, Word, PowerPoint, Teams, Outlook, and Loop.
• Ability to work effectively in a collaborative team environment where transparency, accountability, and communication are highly valued.

Education:

• Bachelor’s Degree
• Completion or commencement of coursework toward one or more insurance and risk management certifications including CIC, CRM and CPCU preferred

Experience:

• Minimum of five years of insurance or risk management experience with an in-house risk management department, insurance brokerage firm, insurance carrier, third-party administrator, or similar organization.

Other Skills:

• Experience with Risk Management Information Systems (RMIS) preferred.

Work Environment:

• Collaborative team environment with colleagues located in Dallas and London.
• Hybrid work schedule, with the majority of work performed in the office.

Travel Requirements:

• Less than 5%

Desired Organizational Competencies:

• Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
• Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
• Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigates and desired results
• Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
• Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
• Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
• Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
• Teamwork - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals