Senior Account Coordinator - Real Estate

WTW•Los Angeles, CA

2d•Hybrid

About The Position

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter. Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most. Our mission is to define the future of the insurance industry, while instilling a high-performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients. Join a well-rounded team of high-energy, customer-focused P&C professionals who work as one to support both our clients and each other. This is your opportunity to grow, expand your horizons, and elevate your career with us.

Requirements

Minimum of 2+ years of brokerage or carrier experience is required.
Minimum of 3+ total years of work experience in a comparable and/or relevant work environment is required.
Superior communication skills, both written and verbal, with proven ability to craft compelling presentations and deliver exemplary customer service—listening attentively, responding professionally, and articulating clearly across all channels.
Advanced proficiency in Microsoft Office and technology systems, with the ability to quickly learn, adopt, and train others in new software applications.
Highly resourceful and solutions-oriented, demonstrating initiative, adaptability, and the ability to identify and address challenges proactively in both independent and fast-paced team environments.
Excellent organizational and time management skills, with keen attention to detail and capacity to effectively prioritize, multi-task, and ensure accuracy in all deliverables.
Foundational project management skills, including the ability to coordinate tasks, manage information, and support team and client needs efficiently.
Property and Casualty Insurance license (required to have or be obtained within 3 months of hire).

Nice To Haves

Real Estate insurance experiece is preferred.

Responsibilities

Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs.
Perform database file management and input information accurately; manage and maintain documents in agency management system.
Manage alerts from various carrier websites and other resources.
Prepare and review client communications and deliverables.
Assist in the preparation and distribution of client deliverables.
Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations.
Prepare, monitor and resolve billing discrepancies and perform reconciliations.
Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc.
Execute consistent and accurate database and document management processes and workflows.
Coordinate and own the renewal process workflow for successful, timely execution.
Provide training to Account Assistants.
Perform other duties and 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