Account Executive
Financial Institutions
Posted on 8/11/2023
Woodruff Sawyer

501-1,000 employees

Comprehensive insurance brokerage and consulting services
Company Overview
Woodruff Sawyer stands out as a leading insurance brokerage and consulting firm in the US, offering comprehensive risk management solutions in various fields, including property & casualty, management liability, and cyber liability. The company's culture is centered around expert counsel and fierce advocacy, ensuring clients receive cost-effective, customized solutions tailored to their specific needs. With a global reach spanning six continents and a strong reputation for expertise and partnership, Woodruff Sawyer is a dynamic workplace for those seeking to advance their career in the insurance industry.
Financial Services
Real Estate

Company Stage


Total Funding





San Francisco, California

Growth & Insights

6 month growth


1 year growth


2 year growth

United States
Experience Level
Sales & Account Management
  • You proactively and effectively 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 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, develop, and manage assigned staff; 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 skills development
  • Design and execute client strategy and how to best leverage WS offerings
  • Manage complex account renewals, coordinate process with clients and producers
  • Develop and maintain relationships with key client contacts, proactively engage the client in the value being delivered to facilitate long-term client retention
  • Identify opportunities to expand coverage for existing clients
  • Actively collaborate with internal stakeholders
  • Maintain specific industry knowledge and technical expertise to serve as a proactive resource to clients and the account team
  • Develop and maintain relationships with internal decision-makers and C-suite influencers
  • Own the direct management of existing client relationships through quarterly touchpoints
  • Own the development of client account strategy
  • Own presentations to clients during the renewal process
  • Support Account Managers in developing specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
  • Support the mentoring and training of the account service team
  • Inform Client Relationship Director of existing client relationship status and escalates issues as needed
  • Inform Producers of ongoing client status, renewals and opportunities to expand existing accounts with new coverages and innovative program solutions