Lead Risk Advisor

IDEX Consulting; Georgia; On-site; USD 120,000 - 180,000; Full time

Job summary

IDEX Consulting in Georgia is seeking an experienced insurance leader to convert qualified leads and own risk management for a key commercial vertical. This role focuses on closing deals and strategic oversight rather than day-to-day prospecting.

You will partner with Lead Risk Advisors, develop tailored mid-market solutions ($50K-$5M GWP range), and apply your risk expertise at high-impact client touchpoints, including proposals and executive discussions.

Qualifications

• Several years commercial insurance experience (brokerage or underwriting).
• Proven talent for winning clients through relationship-building and consultative selling.
• Advanced commercial risk assessment capabilities.
• Outstanding communication and persuasion skills.
• Ability to quickly understand client needs across different verticals.
• Specialty knowledge in consumer brands, restaurants/hospitality, technology, or specific lines (property, cyber, management liability).

Responsibilities

• Convert qualified leads through consultative selling and risk expertise.
• Own and develop the risk management strategy for your commercial vertical.
• Engage in high-impact client touchpoints including proposal presentations.
• Partner with Lead Risk Advisors who handle ongoing account management.
• Develop tailored commercial solutions for mid-market clients ($50K-$5M GWP).
• Apply your expertise precisely where it creates maximum value.

Skills

Consultative selling

Relationship-building

Commercial insurance

Risk assessment

Strategic oversight

Client management

Job description

About the Role

Join our high-growth tech enabled specialty insurance startup that's added 500+ mid-market commercial clients in our first year alone. We're looking for an experienced insurance leader to convert qualified leads and own risk management for a key business vertical. This is not a traditional producer role - you'll focus on closing deals and strategic oversight rather than prospecting or day-to-day account management.

What You'll Do

• Convert qualified leads through consultative selling and risk expertise
• Own and develop the risk management strategy for your commercial vertical
• Engage in high-impact client touchpoints including proposal presentations
• Partner with Lead Risk Advisors who handle ongoing account management
• Develop tailored commercial solutions for mid-market clients ($50K-$5M GWP)
• Apply your expertise precisely where it creates maximum value

What We're Looking For

• Several years commercial insurance experience (brokerage or underwriting)
• Proven talent for winning clients through relationship-building and consultative selling
• Advanced commercial risk assessment capabilities
• Outstanding communication and persuasion skills
• Ability to quickly understand client needs across different verticals
• Specialty knowledge in consumer brands, restaurants/hospitality, technology, or specific lines (property, cyber, management liability)

The Ideal Fit

You thrive on closing deals and owning accounts rather than hunting for them. You're strategic about where to apply your expertise and enjoy collaborating with a team. Your senior perspective is valued in key client interactions, while your partnership with Lead Risk Advisors (our senior brokers and risk consultants) allows you to focus on what you do best - providing strategic risk analysis and oversight that drives growth.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.