Account Coordinator - Middle Market Technology (Hybrid)

Wtw; California (MO); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

401(k) plan

Paid time off

Job summary

WTW is seeking a skilled insurance professional to join our Middle Market Technology team in a hybrid US-based role. You will handle outsourcing of certificate of insurance processes, prepare client communications, review documents, and ensure accurate data entry across AMS and SharePoint.

The position emphasizes timely renewals, billing reconciliation, and end-to-end workflow ownership. Requirements include 2–3 years in related work, 1 year in Insurance brokerage (commercial experience

Qualifications

• Minimum of 2-3 years in a comparable and/or relevant work environment is required.
• Minimum of 1 year of Insurance brokerage experience is required (Commercial Insurance experience preferred)
• Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire)

Responsibilities

• Manage outsourcing of workflows including certificates of insurance, auto ID cards, policy checking, and MVRs.
• Prepare and review client communications and deliverables.
• Manage certificate of insurance process.
• Prepare, process, and distribute endorsements and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Enter data consistently in systems such as AMS and SharePoint.
• Maintain database and document management processes and workflows.
• Coordinate and own the renewal process workflow for timely execution.

Skills

Communication

Customer service

MS Office

Time management

Problem solving

Independent work

Team collaboration

Adaptability

Education

Resident Property and Casualty Insurance License

Tools

AMS

SharePoint

MS Office

Job description

WTW is seeking a skilled insurance professional to join our Middle Market Technology team in a hybrid US-based role. You will handle outsourcing of certificate of insurance processes, prepare client communications, review documents, and ensure accurate data entry across AMS and SharePoint.

The position emphasizes timely renewals, billing reconciliation, and end-to-end workflow ownership. Requirements include 2–3 years in related work, 1 year in Insurance brokerage (commercial experience