Hybrid Account Coordinator & Service Delivery Analyst

Willis Towers Watson; San Francisco, Northern (CA, KY); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid time off

401(k) plan

Job summary

Willis Towers Watson in San Francisco is seeking an organized operations professional to support the Middle Market Technology team. You will manage outsourcing workflows, certificates of insurance, billing, renewals, and client communications for a dynamic technology client base.

Requirements include 2–3 years in a similar environment and 1 year of insurance brokerage experience; strong MS Office skills and independent work style are valued.

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).
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office products.

Responsibilities

• 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 in systems including AMS, SharePoint.
• Coordinate and own the renewal process workflow for timely execution.

Skills

Communication

Phone etiquette

Independent worker

Teamwork

Time management

MS Office

Adaptability

Job description

Willis Towers Watson in San Francisco is seeking an organized operations professional to support the Middle Market Technology team. You will manage outsourcing workflows, certificates of insurance, billing, renewals, and client communications for a dynamic technology client base.

Requirements include 2–3 years in a similar environment and 1 year of insurance brokerage experience; strong MS Office skills and independent work style are valued.