Account Manager (Emerging Risk) - Service and Delivery Analyst - Service and Delivery (San Francisco)

Description

Responsible for managing the internal service process and relationships for assigned property and casualty client companies.

Come join 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:
● Independently manage client relationships and accounts within our industry leading Emerging Risk Group handling venture backed accounts.
● Managing a book of up to $1MM in volume revenue made up of approximately ~85 clients.
● Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests.
● Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.
● Manage the onboarding process of new clients.
● Manage the marketing process for prospect companies.
● Prepare and review client communications and finalize for delivery.
● Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
● Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
● Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.
● Perform thorough contract reviews for clients.
● Perform database file management and input information. Accurately manage and maintain documents in agency management systems. 
● Provide training to Account Coordinators.
● May manage Account Coordinators.
● May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)
● Perform other duties and special projects as assigned.

Qualifications

● Excellent communication skills: written, public speaking and presentation preparation.
● Excellent telephone/zoom etiquette and customer service skills, professionalism and tact.
● Advanced knowledge of Microsoft Office and its more complex features. 
● Ability to be resourceful, take initiative, solve problems and offer solutions.
● Works well with others in a fast paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback. 
● Adaptability and flexibility to address issues and client needs.
● Excellent time management skills.
● Ability to learn and adopt and train use of technology systems and software applications.
● Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
● Ability to review internal/external deliverables to ensure accuracy.
● Intermediate project planning and management.
● Ability to forge relationships and build trust.

Preferred Knowledge, Skills and Abilities:
● Minimum of 3 to 5 years of brokerage experience is required. Need a strong understanding of all lines of coverage, including management liability.

Required Certificates, Licenses, Registration:
● Property and Casualty Insurance license is required (to have or obtain within 3 months of start date).

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

 

The base salary compensation range being offered for this role is $66,000 - $124,800 USD annually.

This role is also eligible for an annual short-term incentive bonus.

 

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified

 

Company Benefits 

 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

 

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave),  Paid Time Off (only included for Washington roles)
• 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.

 

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

 

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. 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. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

 

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

 

EOE, including disability/vets