Insurance Account Manager, Employee Benefits

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.

About the Role

As an Account Manager at Woodruff Sawyer, you will play a pivotal role in the placement, renewal, and overall service of new and existing clients. This is an exceptional opportunity to join a world-class company and make a significant impact in the Employee Benefits Practice.

What You'll Do

• Successfully handle multiple clients, following the service requirements and recommended approaches of the Employee Benefits Practice, and consistently deliver work on time.
• Take responsibility for an assigned book of business, ensuring a well-balanced mix of revenue and complexity.
• Stay up to date with legislation and compliance affecting your assigned book of business, having the ability to effectively communicate these details to clients.
• Collaborate with Account Representatives, Account Coordinators, and Account Executives, and confidently work directly with a Producer when necessary.
• Develop and present client materials, actively engage in client presentations, and contribute to the planning process.
• Assist clients and their employees with elevated issues and questions, such as claims.
• Create and deliver client deliverables with exceptional accuracy.
• Engage in presentations to clients, demonstrating thoroughness, accuracy, and exceptional communication skills to address questions or concerns.
• Handle complex and detailed issues efficiently and effectively, taking full ownership of problem-solving until resolution.
• Maintain professional and diplomatic communication with vendors, clients, and colleagues.
• Lead the Marketing and/or Renewal process, analyzing proposals/quotes, negotiating changes, and making recommendations to clients.
• Contribute to the delivery of strategic overviews on accounts, arranging strategy meetings, gathering relevant information, and reviewing client needs.
• Build positive relationships with clients, carriers, and team members, fostering a collaborative and supportive environment.
• Ensure timely contract review and delivery.

This job is for you if…

• You proactively and effectively manage and service clients, consistently meeting their needs, timelines, and expectations.
• You have exceptional organizational skills and have no problem delegating tasks.
• You possess excellent written and verbal communication skills, enabling you to clearly interpret and convey information to clients and colleagues.
• You excel at building relationships, maintaining professionalism, and thriving in a fast-paced, customer-centric environment.
• You are skilled at finding solutions to client issues, proactively overcoming barriers, and delivering exceptional results.
• You have a passion for coaching and developing team members, serving as a positive role model, and contributing to team skill development.
• You are committed to driving the team strategy related to client service and skill enhancement.
• You enjoy visiting clients in person.

Experience & Qualifications

• Preferred college degree; high school diploma, or equivalent experience required.
• Minimum of five years of industry experience.
• Advanced proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and In-Design.
• Exceptional verbal, written, and interpersonal communication skills.
• Excellent analytical, negotiation, and organizational skills, with the ability to multitask and adapt to changing priorities.
• Life, Accident, and Health license required upon hire or within 3 months of obtaining the position.
• Valid driver's license.

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 Woodruf