Account Coordinator, Construction

6 days ago


Woodbury, New York, United States Woodruff-Sawyer & Co., Inc. Full time

About the Role

We are seeking an experienced Account Coordinator to join our team at Woodruff-Sawyer & Co., Inc. As an Account Coordinator, you will play a critical role in supporting our client servicing teams by collecting and preparing information for client requests.

Key Responsibilities

  • Provide administrative support to the account team in the servicing of clients, owning the handling of day-to-day administrative tasks for clients.
  • Ensure the completion and accuracy of each step in the policy life cycle.
  • Serve as a first point of contact for basic client inquiries and requests, respond to and process requests for routine changes.
  • Support account teams in the coordination of client-facing interactions.
  • Prepare materials, presentations, and spreadsheets for client meetings.
  • Take notes at client meetings and track key takeaways for account teams.
  • Own the processing of policy changes and updates.

Requirements

  • Prior customer service, office administration, and/or insurance experience.
  • Proficiency in Microsoft Office Suite, including intermediate to advanced skill in Excel and PowerPoint.
  • Excellent communication skills, both verbally and written.
  • Required to obtain the applicable insurance license(s) within 90 days of date of hire.

What We Offer

  • Anticipated salary between $39,000 - $65,000, 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.
  • 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, wellness programs, and workplace flexibility benefits.

About Us

At Woodruff-Sawyer & Co., Inc., we believe in supporting the whole lives and careers of our employees. We offer excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, creating the space for you and your career to flourish.

We are an employee-owned company, building 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.

Join Our Team

We are committed to building a diverse, inclusive, and authentic workplace, where everyone feels valued and empowered to contribute their best work. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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