Full-Time

Account Executive

Casualty

Posted on 6/28/2024

Woodruff Sawyer

Woodruff Sawyer

501-1,000 employees

Insurance brokerage specializing in risk management

Consulting
Financial Services

Compensation Overview

$126.6k - $211.1kAnnually

+ Incentive Program

Senior, Expert

Oakland, CA, USA + 2 more

More locations: Cariboo, BC, Canada | Riverside-San Bernardino-Ontario, CA, CA, USA

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, they have 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

  • The easing of the hard market in 2025 may lead to more competitive pricing.
  • Expansion into New York and California strengthens Woodruff Sawyer's regional presence and expertise.
  • The introduction of WS Connect enhances their digital offerings in employee benefits.

What critics are saying

  • Increased competition from digital insurance platforms may erode Woodruff Sawyer's market share.
  • Economic uncertainty could lead to reduced spending on insurance services by businesses.
  • The rise of insurtech companies challenges traditional brokerage models like Woodruff Sawyer's.

What makes Woodruff Sawyer unique

  • Woodruff Sawyer offers tailored insurance solutions for diverse industries, including technology and agriculture.
  • The firm provides proactive risk management strategies, enhancing client preparedness for potential risks.
  • Woodruff Sawyer's deep understanding of the tech insurance market sets it apart from competitors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Flexible Spending Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Wellness Program

Professional Development Budget

INACTIVE