Account Coordinator (Emerging Risk) - Associate Client Advocate (Service and Delivery)
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WTW
San Francisco, CA, US
Summary
Coordinate internal service processes for commercial property and casualty clients, including managing workflows for certificates of insurance and policy checking. Responsible for executing data entry in AMS and SharePoint, managing billing discrepancies, and owning the renewal process workflow.
Job Description
This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage.
Come join Newfront’s Emerging Risk Team! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries. There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars.
What You’ll Be Responsible For:
● 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.
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
Company size
10,001+ employees
Industry
Financial Services
Org type
Public Company
Headquarters
London, England
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
Company size
10,001+ employees
Industry
Financial Services
Org type
Public Company
Headquarters
London, England