Senior Account Manager, Private Client Group
San Francisco, CA, United States
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 .
Job Summary:
Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients.
The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, confident, energetic and detail oriented.
What You'll Do:
Develop and cultivate long-term strategic relationships with a portfolio of clients
Support relationship management efforts of Account Executives and Client Relationship Directors
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
Complete all account management and renewal tasks
Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
Deliver client service in the absence of an Account Executive
Support execution of client account strategy
This job is for you if...
You have a diligent understanding of business insight and development
You have a motivating, inspiring, and positive demeanor towards achieving goals
You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism
You're a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management
You're phenomenal with task management and prioritization
You are a great teammate. You're willing to provide backup when others need your help and give to a positive and respectful work environment.
You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict.
Experience & Qualifications:
7+ years of related insurance brokerage experience
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
College degree preferred, high school diploma or equivalent required
Exceptional communication skills, both verbal and written
Broker's license required to be obtained during 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
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 $86,250 - $143,750. 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 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.
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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