Account Coordinator - Real Estate

WTW•Los Angeles, CA

4d•$65,000 - $85,000•Remote

About The Position

This position is responsible for coordinating the internal service process for assigned commercial property and casualty real estate clients. The position can be remote anywhere in the United States, with work primarily aligned to Pacific hours, although some flexibility is available.

Requirements

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Excellent written and verbal communication skills.
Strong organizational and time management skills.
Ability to multitask and prioritize effectively.
Detail-oriented with a high level of accuracy.
Ability to work independently and as part of a team.
Experience with insurance policy management systems is a plus.

Nice To Haves

Previous experience in the real estate or insurance industry.
Familiarity with commercial property and casualty insurance.
Experience with client relationship management.

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.