Account Coordinator - Commercial Risk

WTWChicago, IL
$55,000 - $86,000Remote

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

  • Experience in commercial property and casualty insurance.
  • Proficiency in data entry and database management.
  • Familiarity with insurance platforms (e.g., Navigator).

Nice To Haves

  • Experience with middle-market clients.
  • Experience with outsourcing workflows.

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.
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