Account Coordinator - Commercial Risk

Overview

This position is responsible for coordinating the internal service process for assigned middle-market, general business commercial property and casualty clients in a new, industry-changing brokerage

Location: Remote – This position is open to candidates residing anywhere within the United States.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

What You’ll Be Responsible For:

• Prepare and review client communications and deliverables.

• Independently manage endorsement process.

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking and MVRs.)

• Manage certificate of insurance process.

• Prepare, process and distribute endorsements and invoices.

• Monitor and resolve billing discrepancies and perform reconciliations.

• Execute consistent and accurate data and information entry and maintenance in Navigator, our platform.

• Execute consistent and accurate database and document management processes and workflows.

• Coordinate and own the renewal process for successful, timely execution.

• Assist in the preparation and distribution of client deliverables.

• Work closely with Account Managers and Account Executives coordinating day-to-day service needs.

• Perform other duties and special projects as assigned.

• Commercial insurance experience is required

• Minimum of 2-3 years of brokerage experience and/or relevant work experience is strongly preferred.

• Strong communication skills: writing and presentation preparation.

• Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally.

• Ability to be resourceful, take initiative, solve problems and offer solutions.

• Works well with others in a fast paced environment and be responsive to co-workers and colleagues.  Must also work independently, with minimal direction. 

• 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.

• Strong organizational skills and attention to detail; ability to screen details and multi-task.

• Ability to review internal/external deliverables to ensure accuracy.

• Basic project management skills and systems knowledge.

Certificates, Licenses, Registration:

Property and Casualty Insurance License is required (required or to be obtained within 3 months of hire).

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role.

Compensation

The base salary compensation range being offered for this role is $55,000–$86,000 USD annually.

Company Benefits 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off 

• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified

EOE, including disability/vets