Account Coordinator - Real Estate

WTW; United States; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health and Welfare Benefits: Mental健康—

Paid holidays and PTO

401(k) plan with company contribution

Job summary

WTW is seeking to coordinate internal service processes for commercial property and casualty real estate clients. The role can be performed remotely anywhere in the United States, aligned to Pacific hours with some flexibility.

The candidate will prepare renewals, create client presentations, summarize policies, input data, and manage billing and filing for accuracy. Insurance broker experience is preferred and a P&C license is required within 90 days of hire.

Qualifications

• 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.

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

Communication skills

Customer service

Time management

Self-starter

Teamwork

Adaptability

Tech systems

Tools

Policy systems

Job description

SUMMARY

This position is responsible for coordinating the internal service process for assigned commercial property and casualty real estate clients.

Location

The position can be remote anywhere in the United States, with work primarily aligned to Pacific hours, although some flexibility is available.

What You’ll Be Responsible For

• 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.

Qualifications

• 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.

Preferred Knowledge, Skills And Abilities

• 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.

Required Certificates, Licenses, Registration

Property and Casualty Insurance license (must be obtained within 90 days of hire)

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.

Compensation

The compensation range being offered for this role is $65,000-$85,000 USD annually.

This role is also eligible for overtime.

Company Benefits

• Health and Welfare Benefits: 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, identify 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), company-paid disability (short-term and 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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our 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. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets