Senior Account Coordinator - Real Estate

About the role

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. This position is open to candidates residing anywhere within the United States.

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.

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Requirements

• Minimum of 2+ years of brokerage or carrier experience is required. Real Estate insurance experience is preferred.
• Minimum of 3+ total years of work experience in a comparable and/or relevant work environment is required.
• Property and Casualty Insurance license (required to have or be obtained within 3 months of hire).

Skills

• 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.

Pay

The base salary compensation range for this role is $70,000-100,000 USD annually. This role is also eligible for an annual short-term incentive bonus.

Benefits

• Health and Welfare 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 and other work/life resources.
• Leave Benefits: 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).
• 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 the plans’ eligibility requirements.

WTW provides a competitive benefit package (eligibility requirements apply). The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Flexibility is key to supporting an inclusive and diverse workforce, and we encourage requests for all types of flexible working as well as location-based arrangements.