Insurance Operations & Renewal Coordinator

WTW; South Jordan (UT); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

WTW is seeking a detail-oriented Insurance Administrative Specialist in Utah to manage outsourcing workflows for certificates of insurance, MVRs, and policy checks. You will prepare client communications, track renewals, and ensure accurate data across AMS and SharePoint systems.

The role requires at least 2 years in a similar environment and 1 year of insurance brokerage experience, with strong communication and customer service skills. A Property & Casualty License is preferred.

Qualifications

• Minimum of 2 years in a comparable and/or relevant work environment.
• Minimum of 1 year of Insurance brokerage experience.
• 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 and be 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

• 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 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

Insurance brokerage experience

Communication skills

Telephone etiquette

Problem solving

Team collaboration

Time management

Adaptability

Initiative

Independent work

Technology proficiency

Education

Property and Casualty License (preferred)

Tools

AMS

SharePoint

Job description

WTW is seeking a detail-oriented Insurance Administrative Specialist in Utah to manage outsourcing workflows for certificates of insurance, MVRs, and policy checks. You will prepare client communications, track renewals, and ensure accurate data across AMS and SharePoint systems.

The role requires at least 2 years in a similar environment and 1 year of insurance brokerage experience, with strong communication and customer service skills. A Property & Casualty License is preferred.