Demo

Risk Consultant - Cattail Consulting

Lee Agency Inc
Muscatine, IA Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 5/18/2025

Risk Consultant - Cattail Consulting/Lee Agency, Inc.


Since 1978, Cattail Consulting/Lee Agency has grown from a two-person crop insurance company to a full-service agency specializing in insurance for agriculture, senior living communities, commercial businesses, employee benefits and churches. Our clients span the nation, and we are proud to serve them in over 17 states. 

Our organization thrives on three core principles: Work Hard, Tell the Truth and Have Fun. These principles serve as the foundation of our company and our people.  

 

Why would you want to work at Lee Agency when you can work anywhere else?  

 

Our Culture! 

  • Core Values: Work Hard, Tell the Truth, and Have Fun 
  • Hospitality & Respect 
  • Family-feel, team-oriented 

Our Benefits! 

  • Employer-matching retirement plan 
  • Eligible for 4 weeks paid time off within first year 
  • Time off for volunteering and ministry 
  • Health, dental, vision, and short-term disability insurance 
  • 8 paid holidays 
  • Quarterly family and employee events 

Summary/Objective

Provides highly complex consultative services to Cattail Insurance Customers. Conducts on-site evaluations, evaluates data, and creates and implements service plans to control customers’ source of risks, losses and costs. Provides risk assessment services and information to track progress and demonstrate the value of doing business with Cattail Consulting.

Essential Functions

  • Utilize expertise in safety, risk management and business to assist clients in decreasing or eliminating the risk they undertake in performing their business processes. Collaborate with clients, leveraging your expertise to identify, assess, and mitigate risks while utilizing a tailor-made approach to maximizing client engagement. Assist clients with risk management, mitigation options, service opportunities, and risk control initiatives.
  • Work with individual clients and together analyze potential risks and develop risk mitigation strategies as well as plans. Follow up with clients on their progress and results.
  • Conduct safety audits and risk assessments to identify potential hazards in workplace operations. Follow up with client on correcting any issues.
  • Train and guide clients in safety practices, emergency procedures, and the use of protective equipment.
  • Maintain current knowledge of industry trends, new regulations, and best practices in health and safety. 
  • Develop and deliver engaging presentations on pertinent safety topics to clients, Cattail Team Members, carriers and other stakeholders.
  • Coordinate with clients and maintain scheduling. 
  • Up to 80% travel each work week.
  • Maintain financial control and documentation.
  • Provide expert technical support to clients by advising them about resources available, legislation and applicable regulations, technology, industry trends and effective methods to reduce risk, improve customer satisfaction and demonstrate the value of doing business with Cattail Consulting.
  • Other duties as assigned.


Education & Experience Qualifications

 

The following are the minimum requirements for the position, which may be satisfied by an equivalent combination of education and experience. High school graduate or equivalent required.

  • Two years plus experience in risk management or related consulting field.
  • Self-motivated as well as detailed orientated.
  • Able to handle busy and complex schedules.
  • Familiarity with Microsoft Office, Word, Excel, and Power Point.
  • Experience in regulatory compliance. Knowledge in OSHA, EPA, HR, DOT, insurance and contract negation.
  • Advanced knowledge, skills and experience in a specialized field, service planning and delivery, risk assessment, risk analysis, solutions management and progress management.
  • Fully effective interpersonal, writing and other communication skills used to develop and maintain relationships with customers, peers, and industry contacts.
  • Comfortable in difficult circumstances such as fatalities, serious injuries and mass casualties.
  • The knowledge, skills and other capabilities required are typically acquired through a bachelor’s degree with course work in math, engineering or related areas.
  • Demonstrates humility when faced with questions you are unsure of the answer. Able to admit to not knowing the answer and reaching out for counsel.

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