Account Manager

About the Role

As the Account Manager, you’ll be responsible for the placement, renewal, and overall service of new and existing clients.

What You’ll Do

• Manage an assigned book of business by handling all account management and renewal tasks
• Coordinate between Account Executives and other account team members
• Develop specifications, secure quotes, and analyze proposals in order to negotiate changes and/or make recommendations to clients
• Create client deliverables, participate in client presentations, and the strategic planning process
• Participate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needs
• Complete all account management and renewal tasks
• Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
• Delegate administrative tasks and analysis of client information to Account Representatives and Account Coordinators
• Support execution of client account strategy
• Support Account Executives in the delivery of client meetings and presentations

This job is for you if…

• 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.
• You show continued growth in your position. You can develop and apply new strategies to help problem solve in day to day tasks

Experience & Qualifications

• 5+ years of related insurance brokerage experience
• Experience supporting financial institutions is a plus
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Strong presentation skills with the ability to lead meetings and be comfortable in a client-facing role
• College degree preferred, high school diploma or equivalent required
• Exceptional communication skills, both verbal and written
• Broker’s license required
• Previous 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 $75,750 - $126,250. 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.

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