Woodruff Sawyer
Account Manager, Property & Casualty
Woodruff Sawyer, San Jose, California, United States, 95199
Who We Are
Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.
We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.
As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future .
About The Role
Woodruff Sawyer’s Property & Casualty practice is looking for a dynamic and collaborative Account Manager . Account Managers are responsible for placement, renewal and overall service of new and existing business. Account Managers act as ambassadors both internally and externally to Woodruff Sawyer, commanding a high degree of technical knowledge and the ability to speak confidently about the markets and coverages with Account Executives and clients. Account Managers work closely with the Account Executive to drive strategy and ensure the process is moving along smoothly.
What You’ll Do
Stay up to date with coverages and market trends affecting assigned book of business, demonstrating ability to clearly communicate these details with clientsResponsible for coordinating with Account Coordinators and Account Executives; ability to work directly with a Producer, with no Account Executive involvement, when necessaryCreate client deliverables, participate in client presentations and the strategic planning processEffectively manage multiple clients in accordance with P&C practice service requirements and best practices in order to sustain client retentionLead 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 clientParticipate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needsDemonstrate ability to build positive relationships with clients, carriers and team membersResponsible for timely policy review and deliveryManage contract review and effectively explain and clarify details with client verbally and/or in writingDemonstrate 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
This job is for you, if...
You proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phoneYou can clearly read and interpret information for clients and colleagues both verbally and in writingYou can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressureYou proactively overcome barriers and find acceptable solutions to client issuesYou can coach and develop less experienced staff members; serve as a positive role model; help foster camaraderie within the PracticeYou assist in developing and driving the team strategy related to client service and team skill development
Experience & Qualifications
College degree preferred, high school diploma or equivalent requiredExperience with Property and Casualty preferredProficiency with Microsoft Excel, Word, PowerPoint, and OutlookExceptional verbal, written and interpersonal communication skillsExcellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities changeRequired to obtain the applicable insurance license(s) within 90 days of date of hire.Valid Driver’s license and reliable transportation requiredAbility to travel as necessary
Don’t meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
More About Us
Compensation: Anticipated salary between $75,750.00 – $126,250.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate.
This position 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.
Our Benefits Include
Medical, Dental, and Vision coverage401k Retirement Plan with company matchOwnership in the company through our ESOP (Employee Stock Ownership Program) and profit sharingPaid vacation, holidays, and sick daysLife Insurance, Short-term, and Long-Term Disability benefitsFlexible Spending Account (FSA)Wellness programs and workplace flexibility benefitsProfessional development and reimbursement programsAdded perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.
Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting.
Woodruff Sawyer is an Equal Opportunity Employer.
Our Equal Employment Policy incorporates our commitment to maintain 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. Please contact us to request accommodation.
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Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.
We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.
As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future .
About The Role
Woodruff Sawyer’s Property & Casualty practice is looking for a dynamic and collaborative Account Manager . Account Managers are responsible for placement, renewal and overall service of new and existing business. Account Managers act as ambassadors both internally and externally to Woodruff Sawyer, commanding a high degree of technical knowledge and the ability to speak confidently about the markets and coverages with Account Executives and clients. Account Managers work closely with the Account Executive to drive strategy and ensure the process is moving along smoothly.
What You’ll Do
Stay up to date with coverages and market trends affecting assigned book of business, demonstrating ability to clearly communicate these details with clientsResponsible for coordinating with Account Coordinators and Account Executives; ability to work directly with a Producer, with no Account Executive involvement, when necessaryCreate client deliverables, participate in client presentations and the strategic planning processEffectively manage multiple clients in accordance with P&C practice service requirements and best practices in order to sustain client retentionLead 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 clientParticipate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needsDemonstrate ability to build positive relationships with clients, carriers and team membersResponsible for timely policy review and deliveryManage contract review and effectively explain and clarify details with client verbally and/or in writingDemonstrate 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
This job is for you, if...
You proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phoneYou can clearly read and interpret information for clients and colleagues both verbally and in writingYou can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressureYou proactively overcome barriers and find acceptable solutions to client issuesYou can coach and develop less experienced staff members; serve as a positive role model; help foster camaraderie within the PracticeYou assist in developing and driving the team strategy related to client service and team skill development
Experience & Qualifications
College degree preferred, high school diploma or equivalent requiredExperience with Property and Casualty preferredProficiency with Microsoft Excel, Word, PowerPoint, and OutlookExceptional verbal, written and interpersonal communication skillsExcellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities changeRequired to obtain the applicable insurance license(s) within 90 days of date of hire.Valid Driver’s license and reliable transportation requiredAbility to travel as necessary
Don’t meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
More About Us
Compensation: Anticipated salary between $75,750.00 – $126,250.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate.
This position 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.
Our Benefits Include
Medical, Dental, and Vision coverage401k Retirement Plan with company matchOwnership in the company through our ESOP (Employee Stock Ownership Program) and profit sharingPaid vacation, holidays, and sick daysLife Insurance, Short-term, and Long-Term Disability benefitsFlexible Spending Account (FSA)Wellness programs and workplace flexibility benefitsProfessional development and reimbursement programsAdded perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.
Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting.
Woodruff Sawyer is an Equal Opportunity Employer.
Our Equal Employment Policy incorporates our commitment to maintain 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. Please contact us to request accommodation.
#J-18808-Ljbffr