About Us
As a professional Risk Manager, I am constantly reminded of the comfort we enjoy in this city. And the "value added" that you will achieve through an outside Risk Manager. Discussions with key people at your business and review of contracts, policies, etc. will reveal the business vulnerabilities with tools and means to move past them. "Strictly confidential".
How We Got Started
After an amazing career of over 30 years in insurance as a broker, and agency owner, one of my business partners offered to buy me out. How could I turn that down? The last 15 years of my career had been focused on Risk Management in preparation for this.
The products and services we offer
Recommendations Received (6)
"I recommend RiskAssist because they are knowledgable leaders in the business."
"Diane and Risk Assist help to small business with shareholders issue, setting up strategy for..."
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"Diane and Risk Assist help to small business with shareholders issue, setting up strategy for your business, planning and a lot more! "
Products & Services
Will review current programs and negotiate renewals while working with the brokers, HR and the CFO and COO where applicable.
We offer a 2 hour free consultation with the sole purpose of determining whether or not your company would benefit from this "added value" service....
Providing 24/7 access to operations and results for assigned people on policies, revenues, expenses and claims.
Recommendations Given (18)
"Receptive and a good listener. Seeking solutions."
"Positive and sensitive to those around her. Julie is a bright light among us."
Recent Activity
My professional career has always grown through referral; accountants, lawyers, other professional firms. I engage on MSM as we as participate in professional associations. Lastly, I read 3 newspapers over the course of a day to be aware of political as well as economic trends.
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My professional career has always grown through referral; accountants, lawyers, other professional firms. I engage on MSM as we as participate in professional associations. Lastly, I read 3 newspapers over the course of a day to be aware of political as well as economic trends.
Dear Sir: Well this is a challenge. The best venue I have had was a "lunch and learn" at the client's office premises. It is helpful to cultivate someone in the executive level and have already identified a need and benefit for them.
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Dear Sir: Well this is a challenge. The best venue I have had was a "lunch and learn" at the client's office premises. It is helpful to cultivate someone in the executive level and have already identified a need and benefit for them.
As a local I use many local merchants and professional service firms. Am a member of a a few professional associations so am networking constantly while keeping abreast of local and international politics so remain very engaged. This means that I am communicating with a potential client all of...
(more)
As a local I use many local merchants and professional service firms. Am a member of a a few professional associations so am networking constantly while keeping abreast of local and international politics so remain very engaged. This means that I am communicating with a potential client all of the time.
In broad strokes; with the current threat by the Federal gov’t to remove tax breaks; I.e. holding $$ within the co; paying spouses, dividends in lieu of salary; there are not many breaks. I am not an accountant so yours will confirm write off’s but these are disappearing. As a small business...
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In broad strokes; with the current threat by the Federal gov’t to remove tax breaks; I.e. holding $$ within the co; paying spouses, dividends in lieu of salary; there are not many breaks. I am not an accountant so yours will confirm write off’s but these are disappearing. As a small business owner myself, I know why I prefer to work in this format but it is costly.
I would recommend Craig's List if you can tailor the ad for your needs. If you require certain experience or certification, simply lay that out. Expect a large volume of candidates so ask to see their resume before meeting with them. This gives you some added control but leaves the vetting to...
(more)
I would recommend Craig's List if you can tailor the ad for your needs. If you require certain experience or certification, simply lay that out. Expect a large volume of candidates so ask to see their resume before meeting with them. This gives you some added control but leaves the vetting to you.
Would do multiple ways, Craig's list and employment agent.
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Would do multiple ways, Craig's list and employment agent.
In my past career; insurance; I had a circle of colleagues from various industries who referred clients to me. And I did my best to refer back to them. We could all count on their being some initial qualification and our circles grew. D.
(more)
In my past career; insurance; I had a circle of colleagues from various industries who referred clients to me. And I did my best to refer back to them. We could all count on their being some initial qualification and our circles grew. D.
