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Senior Account Manager, Private Client Group
Woodruff Sawyer San Francisco, CA
$112k-153k (estimate)
Full Time | Insurance 2 Months Ago
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Woodruff Sawyer is Hiring a Senior Account Manager, Private Client Group Near San Francisco, CA

About the Role

Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients.

The ideal candidate is a great communicator, with excellent written and verbal communication skills. 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, confident, energetic and detail oriented.

What You’ll Do

  • Develop and cultivate long-term strategic relationships with a portfolio of clients
  • Support relationship management efforts of Account Executives and Client Relationship Directors
  • 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
  • Complete all account management and renewal tasks
  • Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
  • Deliver client service in the absence of an Account Executive
  • Support execution of client account strategy

This job is for you if…

  • You have a diligent understanding of business insight and development
  • 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.

Experience & Qualifications

  • 7 years of related insurance brokerage experience
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • College degree preferred, high school diploma or equivalent required
  • Exceptional communication skills, both verbal and written
  • Broker’s license required to be obtained during 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 $86,250 – $143,750. 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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Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$112k-153k (estimate)

POST DATE

03/31/2024

EXPIRATION DATE

06/29/2024

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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