Account Coordinator - Real Estate
WTW
- Location
- Remote (Los Angeles, CA)
- Compensation
- $65k - $85k/yr
- Employment
- Full-time
- Level
- Mid Level
About the Role
WTW is a global leader in risk, insurance, and human capital solutions. This role coordinates internal service processes for commercial real estate clients, managing renewals, policy documentation, and client billing to ensure accurate and timely service delivery.
Skills
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Life insurance
- Disability insurance
- Parental leave
Perks
- Remote Work
Full job details
SUMMARY: This position is responsible for coordinating the internal service process for assigned commercial property and casualty real estate clients.
Location: The position can be remote anywhere in the United States, with work primarily aligned to Pacific hours, although some flexibility is available.
What You’ll Be Responsible For:
Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
Assist with marketing renewals and project specific business.
Prepare client presentation and proposal materials.
Prepare insurance summaries and confirmations of insurance.
Input data and information into systems and maintain the accuracy and completeness of policy management systems.
Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
Prepare invoices and manage tasks related to client billing
Perform other duties and assist with special projects as assigned.