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1 Account Coordinator - Reps & Warranties Job in Pleasanton, CA

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Woodruff Sawyer
Pleasanton, CA | Full Time
$64k-79k (estimate)
3 Months Ago
Account Coordinator - Reps & Warranties
Woodruff Sawyer Pleasanton, CA
$64k-79k (estimate)
Full Time | Insurance 3 Months Ago
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Woodruff Sawyer is Hiring an Account Coordinator - Reps & Warranties Near Pleasanton, CA

Woodruff Sawyer is the type of place where talented individuals can make a big impact. We are passionate about what we do for our clients and we’ve created an environment where our employees can grow and succeed both personally and professionally. We are really looking for someone who thrives on being challenged and has a high level of intellectual curiosity. If you are driven, creative and team-oriented, this is the right place for you.
Our Management Liability practice is looking for an Account Coordinator to join their collaborative and industrious team. 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, motivated, resourceful and a quick learner.

What you’ll be doing:

  • Set up renewal, marketing and other practice templates
  • May manage a small book of business
  • Begin to participate in client presentations, renewal marketing and the strategic planning process
  • Update specifications on agency management system with current account information provided by service team
  • Prepare and transmit invoices in accordance with WS Service Standards
  • Work with accounting to resolve client billing issues

What you should already have:

  • Minimum of one year customer service and/or work experience
  • Very strong communication skills - oral, written, phone and interpersonal skills with the ability to develop and build client relationships
  • Strong analytical, organization and time management skills
  • Ability to work as a team player
  • Proficiency in MS Word, Excel and Outlook, and PowerPoint desired
  • High school diploma. College degree desired
  • Current Fire & Casualty license required or within 3 months of hire

What you’ll be getting from us:

  • An opportunity for growth, development and advancement in the areas of client involvement, risk assessment and management.
  • The opportunity to work with sharp, motivated co-workers in a collaborative and entrepreneurial team
  • A flexible work schedule (applies to certain positions)
  • Security for your future: Employee Stock Option Program (ESOP), 401K with company match and profit sharing
  • Medical, Dental and Vision benefits for employees and families (including domestic partners)
  • Life Insurance, short term and long term disability benefits
  • Paid vacation, holiday and sick days
  • Tuition reimbursement
  • Access to an Employee Assistance Program
  • Fun company and team outings

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$64k-79k (estimate)

POST DATE

02/26/2023

EXPIRATION DATE

05/17/2024

WEBSITE

woodruffsawyer.com

HEADQUARTERS

GRASS VALLEY, CA

SIZE

200 - 500

FOUNDED

1918

TYPE

Private

REVENUE

$50M - $200M

INDUSTRY

Insurance

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About Woodruff Sawyer

Woodruff Sawyer provides management liability, personal financial planning, and employee benefit services for healthcare and financial sectors.

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The job skills required for Account Coordinator - Reps & Warranties include Customer Service, Presentation, Futures, Communication Skills, Time Management, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Coordinator - Reps & Warranties. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Coordinator - Reps & Warranties. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Account Coordinator - Reps & Warranties positions, which can be used as a reference in future career path planning. As an Account Coordinator - Reps & Warranties, it can be promoted into senior positions as an Account Executive - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Coordinator - Reps & Warranties. You can explore the career advancement for an Account Coordinator - Reps & Warranties below and select your interested title to get hiring information.

If you are interested in becoming an Account Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Coordinator for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Account Coordinator job description and responsibilities

They are also responsible for researching prospective clients and produce client feedbacks to their account management teams.

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Account coordinators help account managers by handling customer service matters and assisting with marketing and advertising campaign execution.

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Account coordinators work with existing and prospective clients to match them with the products that will maximize customer satisfaction.

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Working with the Account Manager to understand client needs.

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Liaison with Regional account team to support them on account acceleration exercise starting from building account strategy, planning, execution of account strategy and performance reporting. Understand the strategic communication and stakeholder engageme

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Account Coordinator jobs

While some account coordinator roles are entry-level positions, most applicants need to have relevant work experience or certifications.

12/25/2021: Scranton, PA

To qualify for account coordinator positions, applicants should have an understanding of public relations, advertising and business.

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Demonstrated experience as an account coordinator, sales assistant or similar role, required.

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With customer-facing experience in account management, sales, customer success or support experience.

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Have experience of account management and can build good working relationships across the organisation, with external clients and with contractors.

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Step 3: View the best colleges and universities for Account Coordinator.

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