Senior Account Manager, Commercial Real Estate

4 weeks ago

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

As a Senior Account Manager at Woodruff Sawyer, you will be at the forefront of managing the largest and most complex accounts.

This role offers an outstanding opportunity to strategize alongside Producers and Account Executives, ensuring a seamless insurance placement process from start to finish.

You will stay updated on the latest market trends and provide technical support and expertise to clients, contributing to our proven track record of success.

This is an ambitious role for someone who excels at delivering flawless service and building long-term relationships.

Key Responsibilities
  • Develop and cultivate long-term strategic relationships with a portfolio of clients, ensuring their needs are met with exceptional service.
  • Support relationship management efforts of Account Executives and Client Relationship Directors, contributing to our collaborative and inclusive work environment.
  • Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients.
  • Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives, ensuring tasks are completed successfully.
  • Complete all account management and renewal tasks with a focus on accuracy and detail.
  • Develop specifications, secure underwriting information, analyze existing coverages, and make coverage comparisons to determine the best solutions for clients.
  • Manage evolving property schedules and frequent policy changes, maintaining a high level of organization and precision.
  • Prepare detailed premium allocations and corresponding invoices, ensuring financial accuracy.
  • Deliver client service in the absence of an Account Executive, demonstrating your capability to step up when needed.
  • Support execution of client account strategy, aligning with the company's goals and objectives.
Requirements
  • 7+ years of related Real Estate insurance brokerage experience
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Preference given to candidates with a college degree, though a high school diploma or equivalent experience is required
  • Exceptional communication skills, both verbal and written.
  • Broker's license required to be acquired during the onboarding period.
  • Required to obtain the applicable insurance license(s) within 90 days of date of hire
  • Valid Driver's license and reliable transportation required
  • Previous supervisory, training and/or formal mentoring experience desirable
What We Offer

At Woodruff Sawyer, we offer a comprehensive benefits package, including 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 (FSA), wellness programs and workplace flexibility benefits, professional development and reimbursement programs, and added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.

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.

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