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Full-Time

Account Executive

Casualty

Confirmed live in the last 24 hours

Woodruff Sawyer

Woodruff Sawyer

501-1,000 employees

Insurance brokerage specializing in risk management

Consulting
Fintech
Financial Services
Real Estate

Compensation Overview

$126.6k - $211.1kAnnually

+ Incentive Program

Senior, Expert

Oakland, CA, USA + 2 more

Category
Customer Success Management
Sales & Account Management
Required Skills
Communications
Data Analysis
Requirements
  • Minimum of 5 years industry experience
  • College degree preferred, high school diploma or equivalent required
  • Demonstrated ability to resolve complex client issues
  • Strong technical skills, including broad understanding of insurance coverages and solutions
  • Exceptional verbal, written, and interpersonal communication skills
  • Excellent presentation skills
Responsibilities
  • Design and execute client casualty strategy to best leverage WS offerings including analytics, placement, claims consulting, and loss control support.
  • Manage complex casualty 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
  • 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 and execution 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 account service team
  • Inform practice leadership of existing client relationship status and escalates issues as needed
  • Inform Producers and colleagues from other practices of ongoing client status, renewals and opportunities to expand existing accounts with new coverages and innovative program solutions

Woodruff Sawyer offers insurance brokerage and consulting services, focusing on risk management, insurance, and employee benefits for commercial clients, including technology firms and large corporations. They create customized insurance solutions by identifying emerging trends and enhancing clients' risk management strategies. Unlike competitors, Woodruff Sawyer has a deep understanding of the tech insurance market, providing valuable insights to help clients navigate complexities. Their goal is to be a trusted advisor, helping clients mitigate risks and achieve their business objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

1918

Simplify Jobs

Simplify's Take

What believers are saying

  • Woodruff Sawyer's expansion into New York and the Pacific Northwest offers significant growth opportunities and market penetration.
  • The promotion of experienced leaders like Dave Erickson and Alex Pazooki indicates strong internal talent development and leadership stability.
  • Their comprehensive guides on cyber and property casualty insurance showcase thought leadership and provide valuable insights to clients.

What critics are saying

  • The competitive nature of the insurance brokerage industry could pressure Woodruff Sawyer to continuously innovate to maintain its market position.
  • Expansion into new regions like New York may come with integration challenges and operational risks.

What makes Woodruff Sawyer unique

  • Woodruff Sawyer's deep understanding of the tech insurance market and emerging trends sets them apart from generalist insurance brokers.
  • Their proactive approach to risk management, rather than just policy placement, provides added value to clients.
  • The firm's expansion into key markets like New York and the Pacific Northwest demonstrates their strategic growth and regional expertise.