Remote Commercial Insurance Account Coordinator

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

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.