Account Coordinator - Service and Delivery Analyst at WTW · San…

Account Coordinator (Middle Market Technology) - Service and Delivery

Location: San Francisco, CA, United States

Come join our Middle Market Technology team! We partner with technology companies of all shapes and sizes — from established SaaS providers to emerging AI and Crypto platforms operating worldwide. The industry moves fast, and so do we, which keeps the work genuinely interesting. We're equally committed to our team's growth, investing in mentorship, learning opportunities, and career paths that lead upward from within

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.

● Minimum of 2-3 years in a comparable and/or relevant work environment is required.
● Minimum of 1 year of Insurance brokerage experience is required (Commercial Insurance experience preferred)

Preferred Knowledge, Skills, and Abilities
● 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
● Strong skills in Microsoft Office products

Required Certificates, Licenses, Registration:
● Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

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 $55,000 - $90,000 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