Account Coordinator, Construction

4 weeks ago


Woodbury, New York, United States Woodruff Sawyer Full time
About the Role

As an Account Coordinator at Woodruff Sawyer, you will play a vital role in supporting our client servicing teams by collecting and preparing information for client requests. Your primary responsibility will be to provide administrative support to the account team in the servicing of clients.

Key Responsibilities
  • Provide administrative support to the account team in the servicing of clients.
  • Own 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.
  • 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.

About Us

At Woodruff Sawyer, we are dedicated to building a diverse, inclusive, and authentic workplace. We believe in supporting the whole lives and careers of our employees, and we offer a range of benefits and opportunities to help you grow and succeed. If you are a detail-oriented and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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