Commercial Insurance Account Manager, Emerging Business
Woodruff SawyerAbout the role
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.
Job Summary:
Woodruff Sawyer’s Emerging Business 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:
- Responsible for assigned book of business with revenue of at least $1,000,000 or appropriate mix of revenue and complexity
- 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 Assistants and/or Account Coordinators and Account Executives; ability to work directly with a Producer, with no AE 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 client retention
- Lead Marketing and/or Renewal process; request information from the markets and client, review all documents pertaining to client coverage issues, develop specifications and secure quotes; analyze proposals/quotes in order to negotiate changes and/or make recommendations to the client
- Participate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needs
- Demonstrate ability to build positive relationships with clients, carriers and team members
- Responsible for timely policy review and delivery
- Manage contract review and effectively explain and clarify details with client verbally and/or in writing
- Demonstrate the ability to market and cross-sell additional lines of coverage, involving team members when faced with a challenging issue or to showcase additional Woodruff Sawyer capabilities
This job is for you, if...
- You proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phone.
- You can clearly read and interpret information for clients and colleagues both verbally and in writing.
- You can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure.
- You proactively overcome barriers and find acceptable solutions to client issues.
- You can coach and develop junior staff members; serve as a positive role model; help foster camaraderie within the Practice.
- You assist in developing and driving the team strategy related to client service and team skill development.
- You can speak and articulate clearly, sit, stand, reach, bend, twist, lift files and keyboard on a routine daily basis for the majority of the day. Lifting requirements will generally be less than 10 pounds.
Experience & Qualifications:
- College degree preferred, high school diploma or equivalent required.
- Experience within Technology & Life Sciences preferred, minimum of five years of industry experience required.
- Experience with Property, Casualty, Cyber, and Management Liability Lines preferred.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with EPIC preferred.
- Exceptional verbal, written and interpersonal communication skills.
- Excellent analytical, negotiation and o
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