Insurance Account Manager

2 weeks ago


Bellevue, Washington, United States Woodruff Sawyer Full time
About the Role

We are seeking a highly skilled and experienced Account Manager to join our Employee Benefits Practice. As an Account Manager, you will play a pivotal role in the placement, renewal, and overall service of new and existing clients.

Key Responsibilities
  • Successfully handle multiple clients, following the service requirements and recommended approaches of the Employee Benefits Practice, and consistently deliver work on time.
  • Take responsibility for an assigned book of business, ensuring a well-balanced mix of revenue and complexity.
  • Stay up to date with legislation and compliance affecting your assigned book of business, having the ability to effectively communicate these details to clients.
  • Collaborate with Account Representatives, Account Coordinators, and Account Executives, and confidently work directly with a Producer when necessary.
  • Develop and present client materials, actively engage in client presentations, and contribute to the planning process.
  • Assist clients and their employees with elevated issues and questions, such as claims.
  • Create and deliver client deliverables with exceptional accuracy.
  • Engage in presentations to clients, demonstrating thoroughness, accuracy, and exceptional communication skills to address questions or concerns.
  • Handle complex and detailed issues efficiently and effectively, taking full ownership of problem-solving until resolution.
  • Maintain professional and diplomatic communication with vendors, clients, and colleagues.
  • Lead the Marketing and/or Renewal process, analyzing proposals/quotes, negotiating changes, and making recommendations to clients.
  • Contribute to the delivery of strategic overviews on accounts, arranging strategy meetings, gathering relevant information, and reviewing client needs.
  • Build positive relationships with clients, carriers, and team members, fostering a collaborative and supportive environment.
  • Ensure timely contract review and delivery.
What You'll Do

As an Account Manager at Woodruff Sawyer, you will have the opportunity to work with a diverse range of clients, from small start-ups to large corporations. You will be responsible for managing client relationships, developing and implementing client strategies, and delivering exceptional service to meet client needs.

Requirements
  • Preferred college degree; high school diploma, or equivalent experience required.
  • Minimum of five years of industry experience.
  • Advanced proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and In-Design.
  • Exceptional verbal, written, and interpersonal communication skills.
  • Excellent analytical, negotiation, and organizational skills, with the ability to multitask and adapt to changing priorities.
  • Life, Accident, and Health license required upon hire or within 3 months of obtaining the position.
  • Valid driver's license.
Why Join Us

At Woodruff Sawyer, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to building a diverse and inclusive workplace, where everyone has the opportunity to succeed.

We offer a competitive salary and benefits package, including medical, dental, and vision coverage, 401k retirement plan, and ownership in the company through our ESOP program. We also offer flexible work arrangements, professional development opportunities, and a range of employee benefits and perks.

Join our team and be part of a company that values innovation, collaboration, and customer satisfaction. Apply now to become an Account Manager at Woodruff Sawyer and take the first step towards a rewarding and challenging career in the Employee Benefits Practice.



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