Risk Management Assistant

Risk Management Assistant

The Risk Management Assistant will provide support to the Risk Management department, including a variety of tasks related to vendor/trade contractors, such as the qualification process, insurance enrollment and document processing system. This individual will be responsible for confidential and time-sensitive material.

• Answer and route Risk Management Department Hotline inquiries
• Manage the inbox for Prequal and myCOI
• Process Confidential Financial Request forms and monitor for status updates
• Review submitted prequalification data for completeness (missing documents, unsigned forms, expired certificates, etc.)
• Maintain our Trade Contractor directory
• Prepare, route, and file prequalification Docusign packages for awarded trade contractors
• Monitor Docusign for completion and file executed agreements
• File, organize and maintain prequal trade contractor files
• Process and file monthly trade contractor internal evaluations
• Perform compliance checks for various RMP approvals from prequalified trade contractors
• Index builder’s risk documentation, including certificates, quotes (internal/broker), and invoices
• Schedule, plan, and coordinate meetings between individuals, teams, or departments as needed for the Risk Department
• Maintain accurate trade contractor vendor , agent contact information in myCOI
• Prepare monthly myCOI report for the OM meeting on projects not enrolled and compliance status of enrolled projects
• Create, process, and distribute correspondence including memos, emails, and letters
• Print and distribute documents/reports as needed
• Assist risk associates with sending Trade Tapp and Building Connected invitations to trade contractors; adding estimate and job number tags to invitations, and adding to the TPQ list
• Assist risk associates on following up with trade contractors via phone and email to obtain missing or incomplete qualifying documentation
• Send templated responses to vendor support emails (application access issues, submission questions)

• High School Diploma, GED, or High School Equivalency Certificate preferred
• Associate's or Bachelor's degree in Business Administration, Risk Management, or related field preferred
• 3+ years of administrative support experience required
• Experience in construction, insurance, risk management, or related industries strongly preferred
• 55-70 WPM typing required
• Prior experience with trade contractor qualification, insurance tracking, or document management systems a plus
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), with a focus on Excel and Outlook
• Experience in document management systems, electronic filing, and database/data entry platforms
• Ability to learn construction-specific software platforms quickly (Trade Tapp, Building Connected, myCOI, Egnyte, Docu Sign)
• Positive, solutions-oriented attitude; with a strong customer service mindset, who approaches challenges with optimism and a collaborative spirit
• Ability to speak, read, and write in English fluently
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities in a structured, process-driven environment
• Demonstrates discretion with confidential and sensitive information while building trust through professional, respectful workplace relationships
• Excellent interpersonal and communication skills; with the ability to interact effectively with executives, trade contractors, project teams, and external vendors
• Ability to read and interpret construction documents, insurance policies, contracts, and technical procedures
• Effective written communication skills in a business professional manner
• Ability to work both independently and collaboratively in a fast-paced environment
• Proactive and self‑motivated; identifies issues early, takes initiative to resolve them, and knows when to seek guidance or/escalate concerns.
• Flexible and adaptable; works effectively with diverse personalities