Insurance Account Coordinator — Hybrid Role

WTW; San Francisco (CA); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Health benefits

Paid time off

Job summary

WTW in San Francisco is seeking a candidate to support middle market technology client services. You will manage insurance workflows, prepare client communications, and handle invoicing and data maintenance across systems.

The role requires 2–3 years in a related environment and at least 1 year in insurance brokerage. A Property & Casualty license is required within 3 months of hire, with hybrid work options available.

Qualifications

• 2–3 years in a comparable and/or relevant work environment.
• 1 year of Insurance brokerage experience (Commercial Insurance preferred).

Responsibilities

• Manage successful outsourcing of workflows including 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.

Skills

Communication

Customer service

Time management

Problem solving

Independence

Team collaboration

Adaptability

MS Office

Education

Property and Casualty Insurance License (required within 3 months)

Tools

MS Office

Job description

WTW in San Francisco is seeking a candidate to support middle market technology client services. You will manage insurance workflows, prepare client communications, and handle invoicing and data maintenance across systems.

The role requires 2–3 years in a related environment and at least 1 year in insurance brokerage. A Property & Casualty license is required within 3 months of hire, with hybrid work options available.