Financial Coordinator Checklist

This Financial Coordinator resource provides a checklist that can be used to track and monitor the financial insurance coordinator’s daily responsibilities specific to financial and insurance specific functions.

FINANCIAL COORDINATOR CHECKLIST – Month: __________

Week One

DAILY RESPONSIBILITIES

Next Day Reviewer

Enter insurance checks

Print out deposit report (write $ amount)

Send statements (write $ amount)

View the complete document and print out a copy for your office below!
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