Client Relationship Manager, Mid-Market Sector

1 week ago

Bodega Bay, California, United States Woodruff Sawyer Full time
Position Overview

Who We Are

Woodruff Sawyer has established itself as a premier insurance brokerage with over a century of experience. Our clientele ranges from emerging startups to some of the most forward-thinking organizations globally. Here, your distinct expertise and insights contribute to advancing both our clients and your professional journey.

We are committed to nurturing the holistic lives and careers of our employees. Through exceptional benefits, growth opportunities, and a genuinely inclusive and collaborative atmosphere, we cultivate an environment where you and your career can thrive.

As an employee-owned entity, we focus on long-term success rather than short-term gains. Our independence allows us to prioritize innovative ideas and client satisfaction, while our Employee Stock Ownership Plan (ESOP) enables you to build lasting wealth and ownership within the company. At Woodruff Sawyer, you shape your future.

About the Role

Our Middle Markets division is in search of a proactive and team-oriented Account Manager. The Account Manager is accountable for the placement, renewal, and comprehensive service of both new and existing accounts. Acting as a representative for Woodruff Sawyer, Account Managers must possess a robust understanding of technical aspects and confidently discuss market trends and coverage options with Account Executives and clients. Close collaboration with the Account Executive is essential to drive strategic initiatives and ensure seamless processes.

Key Responsibilities

  • Maintain current knowledge of coverages and market dynamics impacting your assigned portfolio, effectively communicating these insights to clients.
  • Coordinate with Account Coordinators and Account Executives; demonstrate the ability to work independently with a Producer when required.
  • Develop client deliverables, engage in client presentations, and contribute to the strategic planning process.
  • Manage multiple client accounts in alignment with Property & Casualty practice service standards to ensure client retention.
  • Lead the Marketing and Renewal processes; gather information from markets and clients, review documentation related to coverage issues, formulate specifications, and secure quotes; analyze proposals to negotiate adjustments and offer recommendations to clients.
  • Participate in delivering strategic overviews on accounts, soliciting information from markets and clients while reviewing documentation related to client needs.
  • Build and maintain positive relationships with clients, carriers, and team members.
  • Ensure timely policy reviews and deliveries.
  • Oversee contract reviews and effectively communicate details to clients both verbally and in writing.
  • Exhibit the ability to market and cross-sell additional coverage lines, engaging team members when addressing complex issues or showcasing Woodruff Sawyer's capabilities.

This Position is Ideal for You If...

  • You effectively manage and service clients to meet their needs, timelines, and expectations, actively participating in team and client meetings.
  • You can clearly interpret and convey information to clients and colleagues, both verbally and in writing.
  • You build relationships and interact professionally in a fast-paced, customer-focused environment, maintaining composure under pressure.
  • You proactively address challenges and devise acceptable solutions to client issues.
  • You mentor and develop junior staff members, serving as a positive role model and fostering camaraderie within the team.
  • You contribute to the development and execution of team strategies related to client service and skill enhancement.

Qualifications & Experience

  • Preferred college degree; high school diploma or equivalent required.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Exceptional verbal, written, and interpersonal communication skills.
  • Strong analytical, negotiation, and organizational abilities; adept at multitasking and adapting to shifting priorities.
  • Must obtain applicable insurance license(s) within 90 days of hire.
  • Valid driver's license and reliable transportation required.
  • Willingness to travel as necessary.

At Woodruff Sawyer, we are dedicated to fostering a diverse, inclusive, and authentic workplace. If you are enthusiastic about this role but your experience does not align perfectly with every qualification, we encourage you to apply. You may be the right fit for this or other opportunities.

Compensation and Benefits

  • Competitive salary based on geography, experience, and expertise.
  • Eligibility for an incentive program with a target equivalent to 8% of salary annually, based on individual and company performance.
  • Comprehensive medical, dental, and vision coverage.
  • 401k Retirement Plan with company match.
  • Ownership in the company through our ESOP and profit-sharing.
  • Paid vacation, holidays, and sick leave.
  • Life insurance and short-term/long-term disability benefits.
  • Flexible Spending Account (FSA).
  • Wellness programs and workplace flexibility benefits.
  • Professional development and reimbursement programs.
  • Additional perks such as discounted event tickets, pet insurance, financial coaching, and identity theft protection.

Woodruff Sawyer is an Equal Opportunity Employer, committed to maintaining a discrimination-free environment and complying with all relevant laws regarding equal employment opportunities.

We ensure that individuals with disabilities receive reasonable accommodations to participate in the job application or interview process, perform essential job functions, and enjoy other employment benefits. Please contact us to request accommodations.

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