Account Coordinator – Small Business

About the role

Manage successful outsourcing of workflows including certificates of insurance, auto identification cards, policy checking, and MVRs. Prepare and review client communications and deliverables. Monitor and resolve billing discrepancies and perform reconciliations. Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, and others. Coordinate and own the renewal process workflow for successful, timely execution.

• Manage certificate of insurance process, if necessary.
• Prepare, process, and distribute endorsements and invoices.
• Execute consistent and accurate database and document management processes and workflows.

Responsibilities

• Prepare and review client communications and deliverables.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute data and information entry in systems like AMS and SharePoint.
• Coordinate and manage the renewal process workflow.
• Review internal/external deliverables to ensure accuracy.

Requirements

• Minimum of 2 years in a comparable and/or relevant work environment.
• Minimum of 1 year of Insurance brokerage experience.
• Solid communication skills, including 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 and is responsive to co-workers and colleagues.
• Adaptability and flexibility to respond to client and team needs.
• Strong time management skills.
• Ability to learn, adopt, and train others on technology systems and software applications.

Qualifications

• Commercial insurance experience is preferred.
• Property and Casualty License (preferred or completed within 3 months of start date).

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this role.

Pay

The base salary compensation range for this role is $60,000–$70,000 USD annually. This role is also eligible for an annual short-term incentive bonus.

Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare: 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, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: 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).
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who satisfy eligibility requirements.