Personal Risk Account Coordinator

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