PEO Risk & Safety Strategy Lead

Key Risk (a Berkley Company); Charlotte (NC); On-site; USD 75,000 - 120,000; Full time

Job summary

Key Risk (a Berkley Company) seeks a PEO Risk Management Specialist to deliver occupational risk assessments, safety consulting, and risk mitigation for PEO clients. You will partner with underwriting, claims, and service teams to drive client retention, profitability, and growth.

You will lead safety program development, client onboarding, training, and data-driven risk analysis to reduce injuries, control costs, and improve underwriting results.

Qualifications

• BA/BS Degree required.
• Experience in workers' compensation, loss control, risk management, occupational safety, insurance, or PEO operations.
• Experience consulting with employers across multiple industries preferred.
• Experience supporting PEO, staffing, or alternative workers' compensation programs preferred.
• Strong understanding of workers' compensation principles and cost drivers.
• Working knowledge of OSHA regulations and workplace safety practices.
• Knowledge of PEO operations and co-employment relationships preferred.
• Ability to analyze loss data and identify risk trends.
• Strong presentation, coaching, and relationship-building skills.
• Effective written and verbal communication skills.

Responsibilities

• Conduct occupational risk assessments and evaluate workplace exposures across diverse industries and client operations.
• Identify safety, regulatory, and workers' compensation risk factors impacting PEO clients.
• Develop and implement safety improvement plans designed to reduce injuries and improve client performance.
• Assist clients in establishing effective safety committees, policies, procedures, and employee training programs.
• Monitor client progress toward safety and risk management objectives and recommend corrective actions when necessary.
• Support development and implementation of return-to-work and transitional duty programs.
• Partner with underwriting during prospect evaluation, onboarding, renewal, and retention activities.
• Evaluate prospective clients and provide risk management recommendations that support underwriting decisions.
• Participate in pre-bind and renewal discussions to identify opportunities and concerns related to workplace risk.
• Assist in evaluating loss trends, claim drivers, and operational changes that may affect account performance.
• Serve as the primary risk management liaison for assigned PEO clients.
• Conduct client onboarding activities, including orientation, safety program review, and service plan development.
• Collaborate with PEO service teams, claims professionals, and underwriting partners to deliver coordinated client solutions.
• Build strong relationships with client leadership, HR teams, safety personnel, and agency partners.
• Maintain accurate records of client contacts, recommendations, and service activities.
• Deliver virtual and onsite training programs focused on workplace safety, injury prevention, regulatory compliance, and workers' compensation best practices.
• Facilitate new client orientation and ongoing educational sessions.
• Develop and distribute educational resources and risk management communications.
• Analyze loss runs, claim trends, and operational data to identify opportunities for risk improvement.
• Utilize internal reporting tools and predictive insights to prioritize service activities.
• Measure effectiveness of safety initiatives and provide recommendations for continuous improvement.
• Prepare client-facing reports, presentations, and performance reviews.
• Monitor and communicate changes in OSHA, state, and industry safety regulations.
• Support clients in understanding regulatory requirements and implementing compliant programs.
• Assist with compliance-related initiatives and internal reporting requirements.
• Escalate significant exposures and emerging risks to management as appropriate.

Skills

Risk assessment

Safety consulting

Data analysis

Presentation skills

Communication (written and verbal)

Relationship building

Multi-tasking

AI/technology in risk mgmt

Microsoft Office

Independence

Education

BA/BS Degree

Tools

Data analysis tools

MS Office

Job description

Key Risk (a Berkley Company) seeks a PEO Risk Management Specialist to deliver occupational risk assessments, safety consulting, and risk mitigation for PEO clients. You will partner with underwriting, claims, and service teams to drive client retention, profitability, and growth.

You will lead safety program development, client onboarding, training, and data-driven risk analysis to reduce injuries, control costs, and improve underwriting results.