Account Coordinator – Small Business
Willis Towers
Job Description
Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs. Prepare and review client communications and deliverables. Manage certificate of insurance process, if necessary. Prepare, process, and distribute endorsements and invoices. Monitor and resolve billing discrepancies and perform reconciliations. Execute consistent and accurate data and 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.
Responsibilities
Minimum of 2 years in a comparable and/or relevant work environment is required. Minimum of 1 year of Insurance brokerage experience is required. 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 and be 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. Preferred Knowledge, Skills and Abilities: Commercial insurance experience is preferred. Required Certificates, Licenses, Registration: Property and Casualty License (preferred or completed within 3 months of start date) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.