Personal Risk Account Coordinator, Annual Review (Remote)

NFP; Palm Springs (CA); Remote; USD 32,000 - 50,000; Full time

Job summary

A leading insurance consulting company in Palm Springs seeks a detail-oriented individual to support Account Managers with client account renewals. Responsibilities include processing Annual Reviews and collaborating on departmental projects. The role offers a salary range of $32,000 – $50,000, with growth opportunities and competitive benefits including PTO, 401(k), and health programs.

Benefits

PTO

Paid holidays

401(k) with match

Health & wellness programs

Qualifications

• Strong attention to detail and ability to complete tasks accurately.
• Must be punctual and available for scheduled work shifts.
• Experience with workflow management and communication in a team setting.

Responsibilities

• Support Account Managers/Executives with the renewal process of client accounts.
• Create and process detailed Annual Reviews from Excel templates.
• Collaborate with team members on departmental projects and initiatives.

Skills

Attention to detail

Punctuality

Communication

Workflow management

Proficiency in Excel

Tools

Excel

Job description

Overview

Why consider this job opportunity:

• Salary range of $32,000 – $50,000, with potential for performance-based incentives
• Opportunity for career advancement and growth within the organization
• Competitive benefits including PTO, paid holidays, 401(k) with match, and health & wellness programs
• Supportive and collaborative work environment focused on team success
• Commitment to training and development with required internal training modules

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
• Monitor EPIC activities and ensure timely completion of Annual Review requests
• Collaborate with team members on departmental projects and initiatives

Qualifications

• Strong attention to detail and ability to complete tasks accurately
• Must be punctual and available for scheduled work shifts
• Experience with workflow management and communication in a team setting
• Completion of mandatory internal training modules
• Proficiency in using Excel and other relevant software tools

Preferred Qualifications

• Previous experience in an account support or coordination role
• Familiarity with insurance industry practices and terminology
• Strong organizational skills and ability to manage multiple tasks
• Excellent verbal and written communication skills
• Ability to assist with training efforts when needed

#InsuranceConsulting #CareerOpportunity #CompetitivePay #TrainingProvided #TeamCollaboration

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