Account Manager, Emerging Business - Technology

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

Woodruff Sawyer’s Emerging Business practice seeks a collaborative Account Manager to handle placement, renewal, and service of new and existing business. Account Managers serve as ambassadors for Woodruff Sawyer, possessing technical expertise and confidently discussing markets and coverages with Account Executives and clients. They work closely with the Account Executive to drive strategy and ensure efficient progress.

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
• Develop client deliverables, contribute to client presentations, and actively engage in the planning process
• Successfully handle multiple clients in accordance with P&C practice service requirements and standard methodologies to ensure client retention.
• Responsible for leading the Marketing and/or Renewal process. Obtain information from markets and clients. Assess client coverage documents. Develop specifications and secure quotes. Evaluate proposals/quotes to negotiate changes or provide 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 manage and serve clients by meeting their needs, timelines, and expectations. This includes actively participating in team and client meetings, either in person or over the 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 mentor 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.

Experience & Qualifications

• College degree preferred, but applicants with a high school diploma or equivalent experience will be considered.
• 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.
• Outstanding verbal, written and interpersonal communication skills.
• Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change.
• Fire & Casualty license required.
• Required to acquire the applicable insurance license(s) within 90 days of date of hire.
• Valid Driver’s license and reliable transportation required.