Account Manager, Private Client

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:

Woodruff Sawyer's Private Client Practice is looking for a dynamic and collaborative Account Manager . Account Managers are responsible for the timely and successful renewal of their complete book of business as well as placement of newly assigned business, ensuring the best possible terms and conditions. They act as ambassadors both inside and outside the firm, commanding a high degree of technical knowledge with the ability to speak intelligently about the market and coverage trends with both AEs and clients.

Account Managers should be actively aware and mindful of the higher-level strategy regarding the management of the practice profit and expense line. They will be expected to participate in training and mentoring of more junior team members, and will be involved in the broader workflow process, design and business strategy.

What You'll Do:

Effectively manage multiple clients in accordance with Private Client best practices to sustain expected client retention rate.

Responsible for assigned book of business with appropriate mix of revenue and complexity as defined by Practice Leader.

Apply market and risk management knowledge to client business model/needs; identify gaps and find the most effective solutions.

Provide coverage analysis in relation to client's business; effectively explain and clarify coverages with client verbally and/or in writing.

Accountable for timely policy review, delivery and audits.

Accountable for confirming final policy document is consistent with negotiated program.

Research and/or resolve accounting and collection issues.

Exhibit high level of expertise, demonstrating persistence, resourcefulness and creativity when negotiating with carriers to maintain the highest levels of client advocacy.

Create and execute marketing strategy in collaboration with Account Executive.

Responsible for the process, evaluation and preparation of insurance proposals; participate in new client presentations and renewals as appropriate.

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 phone.

You can clearly read and interpret information for clients and colleagues both verbally and in writing.

You can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure.

You proactively overcome barriers and find acceptable solutions to client issues.

You can coach and develop junior staff members; serve as a positive role model; help foster camaraderie within the Practice.

You assist in developing and driving the team strategy related to client service and team skill development.

You can speak and articulate clearly, sit, stand, reach, bend, twist, lift files and keyboard on a routine daily basis for the majority of the day. Lifting requirements will generally be less than 10 pounds.

Experience & Qualifications:

College degree preferred, high school diploma or equivalent required.

Minimum of five years of industry experience, or three years specific to Private Client in Account Management, Underwriting or similar role.

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.

Fire & Casualty license required upon hire or within 3 months of obtaining position.

Valid Driver's license and reliable transportation required.

Ability 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 - $95,000.00. 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 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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