Account Coordinator - Real Estate

WTW•Los Angeles, CA

3d•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

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
Property and Casualty Insurance license (must be obtained within 90 days of hire)

Nice To Haves

Minimum of 2 years in a comparable and/or relevant work environment is preferred
Minimum of 1 year of Insurance brokerage experience is preferred
Commercial insurance experience is preferred

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

Benefits

Mental health/emotional wellbeing (including Employee Assistance Program)
Medical (including prescription drug coverage and fertility benefits)
Dental
Vision
Health Savings Account
Commuter Accounts
Health Care and Dependent Care Flexible Spending Accounts
Company-paid life insurance
Supplemental life insurance
AD&D
Group accident
Group critical illness
Group legal
Identify theft protection
Wellbeing program
Adoption assistance
Surrogacy assistance
Auto/home insurance
Pet insurance
Other work/life resources
Paid holidays
Annual paid time off (includes state/local paid leave where required)
Company-paid disability (short-term and long-term disability)
Other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave)
Paid Time Off (only included for Washington roles)
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