Regional Insurance Risk & Client Success Consultant

Insurance Journal; United States; Hybrid; USD 90,000 - 120,000; Full time

Job summary

Oakbridge Insurance is seeking a proactive +One Regional Consultant to connect clients with Oakbridge services. You will lead onboarding, craft yearly service plans, and coordinate with Producers, Account Managers, and Claims Advocacy to deliver analytics, loss prevention, and claims resources.

You will meet with clients to assess risk management needs, build plans, and oversee delivery from start to finish, including travel up to 30%. Hybrid work options may apply.

Qualifications

• Active Property & Casualty Insurance License or ability to obtain within 30 days of hire.
• 3-5 years of insurance industry experience, ideally in risk management, claims, loss control, or commercial lines client service.
• Working knowledge of commercial insurance coverages, claims processes, and loss prevention/risk control concepts.
• Polished presentation and interpersonal skills for leading client-facing meetings.
• Excellent written and verbal communication skills.
• Strong organizational and project management skills; manage multiple service plans and deadlines.
• Ability to analyze data and translate results into client-ready insights and reporting.
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Power BI.
• Ability to travel up to 30% of the time.

Responsibilities

• Lead onboarding meetings for new clients to understand needs, concerns, exposures and loss drivers.
• Develop, implement and oversee a tailored annual service plan for clients.
• Track and communicate results to clients and the service team.
• Develop an annual stewardship report with the Producer team.
• Serve as the primary +One contact for clients across regions and offices.
• Support Producers during prospecting and sales conversations with client-facing case studies.
• Deploy Oakbridge +One resources and communicate plans internally.
• Monitor service delivery and quantify impact for internal reporting.
• Prepare and deliver stewardship reports and client reviews; create case studies.
• Perform all other duties as assigned.

Skills

Active P&C license

Insurance experience

Client-facing

Project management

Data analysis

Reporting

Travel up to 30%

Power BI

Microsoft Word

Excel

Education

Bachelor's degree in business, risk management or related field

CRM systems familiarity (Applied Epic)

Industry designations (ARM, AIC, CIC, CPCU) or pursuing them

Tools

Power BI

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Oakbridge Insurance is seeking a proactive +One Regional Consultant to connect clients with Oakbridge services. You will lead onboarding, craft yearly service plans, and coordinate with Producers, Account Managers, and Claims Advocacy to deliver analytics, loss prevention, and claims resources.

You will meet with clients to assess risk management needs, build plans, and oversee delivery from start to finish, including travel up to 30%. Hybrid work options may apply.