Account Executive

WTW; Seattle (WA); On-site; USD 87,700 - 164,400; Full time

Benefits offered by this job

Health and Welfare benefits

Paid time off

401(k) plan with company match

Job summary

WTW in Seattle, WA is seeking an experienced broker for client management and service across $1MM revenue accounts. You will act as the primary contact, respond to questions, onboard new clients, and collaborate with producers and underwriters to quote rates and prepare proposals.

The role requires 3+ years of brokerage experience and a CA Property & Casualty license (or ability to obtain within 3 months). Base salary ranges from $87,700 to $164,400 USD plus eligibility for a short-term

Qualifications

• Property and Casualty insurance experience required.
• Minimum of 3+ years of brokerage experience.
• CA Property & Casualty Insurance License required within 3 months.

Responsibilities

• Independently manage client relationships and accounts up to $1MM in volume revenue.
• Act as the first and primary client point of contact for day-to-day service.
• Develop and present competitive insurance programs and quotes for renewals and new business.
• Onboard new clients and manage the marketing process for prospect companies.
• Prepare and review client communications and finalize for delivery.
• Collaborate with producers, clients and underwriters to obtain information and proposals.
• Manage files and documents in agency management systems; review renewal questionnaires.
• Perform contract reviews and ensure accuracy of applications and documents.

Skills

Communication skills

MS Office

Problem solving

Team collaboration

Training & delegation

Adaptability

Tech systems adoption

Multitasking

Education

CA Property & Casualty Insurance License (required within 3 months)

Job description

Independently manage client relationships and accounts up to $1MM in volume revenue.

Act as the first and primary client point of contact to provide day-to-day service by responding to client questions and requests.

Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.

Manage the onboarding process of new clients.

Manage the marketing process for prospect companies.

Prepare and review client communications and finalize for delivery.

Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.

Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.

Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.

Perform thorough contract reviews for clients.

Perform database file management and input information. Accurately manage and maintain documents in agency management systems.

Perform other duties and special projects as assigned.

Responsibilities

Newfront roles - JD to be confirmed

Qualifications

The Requirements

Property and Casualty insurance experience required.

Minimum of 3+ years of brokerage experience is required.

Preferred Knowledge, Skills and Abilities:

Excellent communication skills: written, public speaking and presentation preparation.

• Excellent customer service skills, professionalism and tact.
• Advanced knowledge of Microsoft Office and its more complex features.
• 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.Ability to train, delegate, provide oversight and give feedback.
• Adaptability and flexibility to address issues and client needs.
• Ability to learn and adopt and train use of technology systems and software applications.
• Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
• Ability to review internal/external deliverables to ensure accuracy.
• Intermediate project planning and management.

Ability to forge relationships and build trust.

Certificates, Licenses, Registration:

CA Property & Casualty Insurance License (required to have or obtain within 3 months of starting).

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 $87,700.00-$164,400.00 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.