Risk Operations Coordinator

Role Overview

This position sits at the intersection of insurance documentation, client communication, and operational accuracy. Day to day, you will review policy materials, issue certificates of insurance, update tracking systems, and respond to requests from clients and carriers — always keeping records clean, current, and audit-ready. Your work directly supports the smooth delivery of risk-related services and helps the organization maintain trust with every stakeholder it serves.

Key Responsibilities

• Process certificates of insurance by reviewing policy terms and carrier documentation, then issuing accurate certificates from the correct active policy.
• Handle incoming requests through internal platforms and external service portals, verifying that each submission is complete and correctly routed.
• Maintain organized insurance records, policy endorsements, and supporting documentation so that information can be retrieved quickly and reliably.
• Communicate with clients, vendors, carriers, and internal colleagues to clarify requirements, resolve discrepancies, and follow up on pending actions.
• Update payment trackers, databases, and operational logs to reflect the most recent changes and transactions.
• Perform data validation checks across policy documents and internal systems, flagging inconsistencies for review and correction.
• Support reporting and administrative projects by compiling accurate information and preparing it in clear, usable formats.
• Contribute to process improvement efforts by following structured workflows, identifying bottlenecks, and helping implement efficiency-focused initiatives.

Requirements & Qualifications

• Professional proficiency in English at a B2+ level, both written and spoken, with comfort communicating clearly across emails, calls, and internal messages.
• 1–3 years of hands-on experience in administrative support, customer service, insurance operations, payroll support, business operations, or a back-office environment.
• Familiarity with reading policy documents, endorsements, or similar coverage-related materials is strongly preferred, though candidates with transferable analytical skills are encouraged.
• Proven ability to manage multiple document-based tasks without losing accuracy or missing deadlines.
• Strong Microsoft Office skills, particularly Outlook, Excel, and Word, with the confidence to create trackers, filter data, and produce straightforward reports.
• A detail-oriented, analytical mindset that treats data consistency as a core responsibility, not a secondary task.
• Customer-focused approach — you are proactive when following up and patient when explaining processes to non-technical stakeholders.

What We Offer / Why Join

This role provides a stable work environment where processes are clear, expectations are realistic, and your efforts are visible to leadership. You will have room to develop your operational skillset and pursue longer-term growth within a professional team that values reliability and initiative. If you prefer structured workflows, meaningful client interactions, and the satisfaction of keeping critical documentation accurate, this is a place where that dedication is appreciated.