Account Coordinator
WTW
This position assists with coordinating the service process for assigned
commercial property and casualty clients in the Financial Institutions industry
vertical This position will report to the SVP, Sr. Account Executive and Team Lead. This
position is an hourly, non-exempt and full-time position with the option to work
from any of Newfront's office locations. Will be considered hybrid if living
within 25 miles of a Newfront office location. The Role ● Prepare and review client communications and deliverables.
● Manage certificate of insurance process, if necessary.
● Prepare, review, and distribute policies, 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 proprietary Agency Management System and
SharePoint.
● Execute consistent and accurate database and document management processes
and workflows.
● Coordinate and own the renewal process workflow for successful, timely
execution.
● Assist in the preparation and distribution of client deliverables.
● Perform other duties and special projects as assigned.
Vacancy posted 16 hours ago
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