Commercial Insurance Senior Portfolio Manager, Real Estate Industry Expert

6 days ago


San Francisco, California, United States Woodruff-Sawyer & Co., Inc. Full time
Unlock Your Potential as a Senior Account Manager

We are seeking an experienced and ambitious Senior Account Manager to join our team at Woodruff Sawyer & Co., Inc. This is an exceptional opportunity to take your career to the next level and become an integral part of our dynamic and innovative company.

About Us:

Woodruff Sawyer has been a leader in the insurance industry for over 100 years. As a top brokerage firm, we have established a strong reputation for providing excellent service and solutions to our clients. Our mission is to support the growth and success of our employees, and we offer a comprehensive benefits package and a collaborative work environment that encourages creativity and teamwork.

Salary: The anticipated salary for this position is between $86,250 - $143,750 per year, depending on geography, experience, and expertise. Additionally, this role 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.

Job Description:

This senior-level position offers a unique opportunity to manage complex accounts and real estate portfolios effectively. As a Senior Account Manager, you will be responsible for developing and cultivating long-term strategic relationships with clients, analyzing carrier quotes and coverage offerings, negotiating terms with carriers, and delivering exceptional client service.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
  • Analyze market trends and stay up-to-date on the latest insurance products and services.
  • Negotiate contracts and agreements with carriers to ensure the best possible terms for clients.
  • Manage account renewals and policy changes, ensuring seamless execution and timely completion.
  • Maintain accurate records and reports, utilizing Excel skills to analyze data and provide insights.

Requirements:

  • 7+ years of related experience in the real estate insurance industry.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
  • Broker's license required, which can be obtained during the onboarding period.
  • Previous supervisory, training, and/or mentoring experience desirable.

Benefits:

  • 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.
  • Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.

Join Our Team:

If you are a motivated and results-driven professional looking for a challenging and rewarding opportunity, we encourage you to apply. At Woodruff Sawyer & Co., Inc., we value diversity and inclusion, and we are committed to creating a work environment that fosters creativity, innovation, and growth. We look forward to reviewing your application.



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