Account Manager, Middle Markets

6 days ago

San Francisco, California, United States Woodruff-Sawyer & Co., Inc. Full time
About the Role

Woodruff Sawyer's Middle Markets practice is seeking a highly skilled and collaborative Account Manager to join our team. As an Account Manager, you will be responsible for placement, renewal, and overall service of new and existing business. You will act as an ambassador for Woodruff Sawyer, commanding a high degree of technical knowledge and the ability to speak confidently about the markets and coverages with clients and internal stakeholders.

Key Responsibilities
  • 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
Requirements
  • 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
What We Offer

At Woodruff Sawyer, we offer a competitive compensation package, including an anticipated salary between $75,000 and $126,000, depending on geography, experience, and expertise. This position is also 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.

We also offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) 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.

We are an equal opportunity employer and are committed to maintaining 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.

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