Note: The job is a remote job and is open to candidates in USA. WTW is seeking an Account Coordinator to coordinate internal service processes for assigned commercial property and casualty real estate clients. The role supports renewals, client presentations, insurance documentation, policy and endorsement issuance, data maintenance, billing, and special projects.
Responsibilities
- Prepare and send renewal solicitations; coordinate client update calls with insurance carriers
- Assist with marketing renewals and project specific business
- Prepare client presentation and proposal materials
- Prepare insurance summaries and confirmations of insurance
- Input data and information into systems and maintain the accuracy and completeness of policy management systems
- Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately
- Prepare invoices and manage tasks related to client billing
- Perform other duties and assist with special projects as assigned
Skills
- Solid communication skills: writing and presentation preparation
- Excellent telephone etiquette and customer service
- Ability to be resourceful, take initiative, and work independently to solve problems
- Works well with others in a fast-paced environment; responsive to co-workers and colleagues
- Adaptability and flexibility to respond to client and team needs
- Strong time management skills
- Ability to learn and adopt and train use of technology systems and software applications
- Ability to review internal/external deliverables to ensure accuracy
- Property and Casualty Insurance license (must be obtained within 90 days of hire)
- Minimum of 2 years in a comparable and/or relevant work environment is preferred
- Minimum of 1 year of Insurance brokerage experience is preferred
- Commercial insurance experience is preferred
Benefits
- This role is also eligible for overtime.
- Mental health/emotional wellbeing, including Employee Assistance Program; medical, including prescription drug coverage and fertility benefits; dental; vision; Health Savings Account; Commuter Accounts; Health Care and Dependent Care Flexible Spending Accounts; company-paid life insurance; supplemental life insurance; AD&D; group accident; group critical illness; group legal; identity theft protection; wellbeing program; adoption assistance; surrogacy assistance; auto/home insurance; pet insurance; and other work/life resources (eligibility requirements apply).
- Paid holidays and annual paid time off, including state/local paid leave where required (eligibility requirements apply).
- Company-paid short-term and long-term disability and other leaves, including bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave (eligibility requirements apply).
- Qualified contributory pension plan, if eligible, and 401(k) plan with annual nonelective company contribution.
- Non-qualified retirement plans are available to senior-level colleagues who satisfy the plans’ eligibility requirements.
- The position can be remote anywhere in the United States, with work primarily aligned to Pacific hours, although some flexibility is available.
- The majority of colleagues work in a hybrid style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients.
- Flexible working and location-based arrangements are available upon discussion with the recruiter.
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