Risk Management Assistant

Risk Management Assistant

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

Responsibilities

• 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 ID, agent contact information in myCOI
• Create, process, and distribute correspondence including memos, emails, and letters
• Print and distribute documents/reports as needed
• Absorb and distribute TradeTapp© and BuildingConnected© invitations to trade contractors; add estimate and job number tags to invitations, and add to the TPQ list
• Absorb and follow 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)

Requirements

• 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 (TradeTapp, BuildingConnected, myCOI, Egnyte, DocuSign)
• 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

Qualifications

• 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
• 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 (TradeTapp, BuildingConnected, myCOI, Egnyte, DocuSign)
• 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
• 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

Skills

• 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
• 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 (TradeTapp, BuildingConnected, myCOI, Egnyte, DocuSign)
• 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
• 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

Benefits

Robins & Morton is a privately held construction firm based in Birmingham, Alabama, with offices in Charlotte, Dallas, Huntsville, Miami-Fort Lauderdale, Nashville, Orlando, San Antonio, Tampa, and Raleigh-Durham. The firm specializes in the construction of healthcare, hospitality, higher education, entertainment, sports and government buildings. Since 1946, the firm has built a reputation as a trusted advisor to clients nationwide by cultivating a high-performing team that values integrity, safety, and innovative thinking. Robins & Morton is consistently ranked as one of the top 100 contractors in the United States, and one of the top 15 in the Southeast.

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.