Account Coordinator - Real Estate at WTW
United States
$65k - $85k
<p style="line-height: normal; margin-bottom: 0in;"><strong>SUMMARY: </strong>This position is responsible for coordinating the internal service process for assigned commercial property and casualty real estate clients.</p><p style="line-height: normal; margin-bottom: 0in;"> </p><p style="line-height: normal; margin-bottom: 0in;"><strong>Location: </strong>The position can be remote anywhere in the United States, with work primarily aligned to Pacific hours, although some flexibility is available.</p><p style="line-height: normal; margin-bottom: 0in;"> </p><p style="line-height: normal; margin-bottom: 0in;"><strong>What You’ll Be Responsible For:</strong></p><ul style="list-style-type: disc;"><li><p style="line-height: normal; margin-bottom: 0in;">Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Assist with marketing renewals and project specific business.</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Prepare client presentation and proposal materials.</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Prepare insurance summaries and confirmations of insurance.</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Input data and information into systems and maintain the accuracy and completeness of policy management systems.</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Prepare invoices and manage tasks related to client billing</p></li><li><p style="line-height: normal; margin-bottom: 0in;">Perform other duties and assist with special projects as assigned.</p></li></ul>
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