Commercial Insurance Account Manager, Real Estate

Woodruff-Sawyer & Co., Inc.
$75,750 - $95,000
life insurance, flexible benefit account, sick time, 401(k), retirement plan, profit sharing
United States, California, Walnut Creek
Dec 15, 2024
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. How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. About the Role As an Account Manager at Woodruff Sawyer, you will be at the forefront of managing the largest and most complex accounts. This role offers an outstanding opportunity to strategize alongside Producers and Account Executives, ensuring a seamless insurance placement process from start to finish. You will stay updated on the latest market trends and provide technical support and expertise to clients, contributing to our proven track record of success. This is an ambitious role for someone who excels at delivering flawless service and building long-term relationships. What You'll Do Develop and cultivate long-term strategic relationships with a portfolio of clients, ensuring their needs are met with exceptional service. Support relationship management efforts of Account Executives and Client Relationship Directors, contributing to our collaborative and inclusive work environment. 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, ensuring tasks are completed successfully. Complete all account management and renewal tasks with a focus on accuracy and detail. Develop specifications, secure underwriting information, analyze existing coverages, and make coverage comparisons to determine the best solutions for clients. Manage evolving property schedules and frequent policy changes, maintaining a high level of organization and precision. Prepare detailed premium allocations and corresponding invoices, ensuring financial accuracy. Deliver client service in the absence of an Account Executive, demonstrating your capability to step up when needed. Support execution of client account strategy, aligning with the company's goals and objectives. This job is for you if... You have a diligent understanding of business insight and development, allowing you to manage complex clients and real estate portfolios effectively. You have excellent Excel skills, and don't shy away from a pivot table. You have a motivating, inspiring, and positive demeanor towards achieving goals and driving success. You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and integrity. 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, ensuring flawless execution of responsibilities. You are a great teammate. You're willing to provide backup when others need your help and contribute to a positive and respectful work environment. You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as effectively resolve conflict. Experience & Qualifications 3+ years of related Real Estate insurance brokerage experience Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Preference given to candidates with a college degree, though a high school diploma or equivalent experience is required Exceptional communication skills, both verbal and written. Broker's license required to be acquired during the 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 $75,750 - $95,000. 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. #LI-HYBRID 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.