Account Coordinator – Small Business

• Requisition identifier: 202604635

• Location: United States

• Employment type: Full time

Description

The Role

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

• Prepare and review client communications and deliverables.

• Manage certificate of insurance process, if necessary.

• 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 various systems including AMS, SharePoint, etc.

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

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

Qualifications

The Requirements

• Minimum of 2 years in a comparable and/or relevant work environment is required.

• Minimum of 1 year of Insurance brokerage experience is required.

• 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 and be 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.

Preferred Knowledge, Skills and Abilities:

• Commercial insurance experience is preferred.

Required Certificates, Licenses, Registration:

• Property and Casualty License (preferred or completed within 3 months of start date)

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

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 and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $60,000-$70,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

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

• Health and Welfare: 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.

• 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 (only included for Washington roles)

• 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 sufficient/appropriate candidate slate has been identified.

EOE, including disability/vets