Account Manager, Middle Markets

Woodruff-Sawyer & Co., Inc.
$75,750.00 - $126,250.00
life insurance, flexible benefit account, sick time, 401(k), retirement plan, profit sharing
United States, California, Walnut Creek
Nov 09, 2024
Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That's why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future. How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. About the Role Woodruff Sawyer's Middle Markets practice is looking for a dynamic and collaborative Account Manager. Account Managers are responsible for placement, renewal and overall service of new and existing business. Account Managers act as ambassadors both internally and externally to Woodruff Sawyer, commanding a high degree of technical knowledge and the ability to speak confidently about the markets and coverages with Account Executives and clients. Account Managers work closely with the Account Executive to drive strategy and ensure the process is moving along smoothly. What You'll Do Stay up to date with coverages and market trends affecting assigned book of business, demonstrating ability to clearly communicate these details with clients Responsible for coordinating with Account Coordinators and Account Executives; ability to work directly with a Producer, with no Account Executive involvement, when necessary Create client deliverables, participate in client presentations and the strategic planning process Effectively manage multiple clients in accordance with P&C practice service requirements and best practices in order to sustain client retention Lead Marketing and/or Renewal process; request information from the markets and client, review all documents pertaining to client coverage issues, develop specifications and secure quotes; analyze proposals/quotes in order to negotiate changes and/or make recommendations to the client Participate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needs Demonstrate ability to build positive relationships with clients, carriers and team members Responsible for timely policy review and delivery Manage contract review and effectively explain and clarify details with client verbally and/or in writing Demonstrate the ability to market and cross-sell additional lines of coverage, involving team members when faced with a challenging issue or to showcase additional Woodruff Sawyer capabilities This job is for you, if... You proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phone You can clearly read and interpret information for clients and colleagues both verbally and in writing You can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure You proactively overcome barriers and find acceptable solutions to client issues You can coach and develop less experienced staff members; serve as a positive role model; help foster camaraderie within the Practice You assist in developing and driving the team strategy related to client service and team skill development Experience & Qualifications College degree preferred, high school diploma or equivalent required Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook Exceptional verbal, written and interpersonal communication skills Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change Required to obtain the applicable insurance license(s) within 90 days of date of hire. Valid Driver's license and reliable transportation required Ability to travel as necessary Don't meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. More About Us Compensation: Anticipated salary between $75,750.00 - $126,250.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate. This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance. #LI-HYBRID Our Benefits Include Medical, Dental, and Vision coverage 401k Retirement Plan with company match Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing Paid vacation, holidays, and sick days Life Insurance, Short-term, and Long-Term Disability benefits Flexible Spending Account (FSA) Wellness programs and workplace flexibility benefits Professional development and reimbursement programs Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc. Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting. Woodruff Sawyer is an Equal Opportunity Employer. Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.