Account Coordinator - Commercial Risk

WTWChicago, IL
Remote

About The Position

This position is responsible for coordinating the internal service process for assigned middle-market, general business commercial property and casualty clients in a new, industry-changing brokerage. This position is open to candidates residing anywhere within the United States.

Requirements

  • Commercial insurance experience is required
  • Strong communication skills: writing and presentation preparation.
  • Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally.
  • 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.
  • Must also work independently, with minimal direction.
  • 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.
  • Strong organizational skills and attention to detail; ability to screen details and multi-task.
  • Ability to review internal/external deliverables to ensure accuracy.
  • Basic project management skills and systems knowledge.
  • Property and Casualty Insurance License is required (required or to be obtained within 3 months of hire).

Nice To Haves

  • Minimum of 2-3 years of brokerage experience and/or relevant work experience is strongly preferred.

Responsibilities

  • Prepare and review client communications and deliverables.
  • Independently manage endorsement process.
  • Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking and MVRs.
  • Manage certificate of insurance process.
  • 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 Navigator, our platform.
  • Execute consistent and accurate database and document management processes and workflows.
  • Coordinate and own the renewal process for successful, timely execution.
  • Assist in the preparation and distribution of client deliverables.
  • Work closely with Account Managers and Account Executives coordinating day-to-day service needs.
  • Perform other duties and special projects as assigned.

Benefits

  • Medical (including prescription coverage)
  • Dental
  • Vision
  • Health Savings Account
  • Commuter Account
  • Health Care and Dependent Care Flexible Spending Accounts
  • Group Accident
  • Group Critical Illness
  • Life Insurance
  • AD&D
  • Group Legal
  • Identify Theft Protection
  • Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • 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)
  • Qualified contributory pension plan (if eligible)
  • 401(k) plan with annual nonelective company contribution.
  • Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
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