Personal Risk Account Coordinator

NFP Corp.; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

A leading risk management company is seeking a Personal Risk Account Coordinator to support Account Managers by renewing client accounts and creating detailed Annual Reviews from Excel templates. The ideal candidate should have experience in account coordination with proficiency in Microsoft Excel and the ability to manage multiple tasks effectively. This is a remote position based in the United States.

Qualifications

• Experience in account coordination or support roles.
• Proficiency in Microsoft Excel.
• Ability to manage multiple tasks and deadlines.

Responsibilities

• Support Account Managers/Executives with client account renewals.
• Create and process detailed Annual Reviews from Excel templates.
• Maintain suspense files for tracking correspondence.

Skills

Account coordination

Microsoft Excel proficiency

Task management

Education

High school diploma or equivalent

Additional education preferred

Tools

EPIC software

Job description

A company is looking for a Personal Risk Account Coordinator, Annual Review (Remote).

Key Responsibilities

• Support Account Managers/Executives with the renewal process of client accounts
• Create and process detailed Annual Reviews from Excel templates
• Maintain suspense files to track correspondence and required follow-ups

Required Qualifications, Training, and Education

• Experience in account coordination or support roles
• Proficiency in Microsoft Excel and EPIC software
• Ability to manage multiple tasks and meet deadlines
• Completion of required internal training modules
• High school diploma or equivalent; additional education preferred