Account Manager, Middle Markets
Walnut Creek, CA
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
Woodruff Sawyer’s Middle Markets 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 clients
- Responsible for coordinating with Account Coordinators and Account Executives; ability to work directly with a Producer, with no Account Executive involvement, when necessary
- Create client deliverables, participate in client presentations and the strategic planning process
- Effectively manage multiple clients in accordance with P&C practice service requirements and best practices in order to sustain …
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Hybrid work model; remote up to 3 days a week
Benefits/PerksEmployee Ownership Hybrid work Hybrid work model Incentive Program Inclusive environment Long-term wealth building Professional development
Tasks- Analyze market trends
- Build relationships
- Deliver client presentations
- Manage client accounts
- Negotiate proposals
Account management Client Relations Client Retention Communication Cross-selling Excel Insurance Insurance brokerage Interpersonal Communication Market Analysis Market trends Microsoft Excel Negotiation Organizational Policy Review Strategic planning
Experience3 years
EducationCollege degree Equivalent High school diploma
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9