Full-Time

Insurance Account Coordinator

Cyber

Posted on 6/1/2024

Woodruff Sawyer

Woodruff Sawyer

501-1,000 employees

Global insurance and risk management services

Financial Services
Consulting
Real Estate

Junior

San Francisco, CA, USA

Required Skills
Communications
Customer Service
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Prior customer service, office administration, and/or insurance experience
  • Proficiency in Microsoft Office Suite, including intermediate to advanced skill in Excel and PowerPoint
  • Excellent communication skills, both verbally and written
  • Required to obtain the applicable insurance license(s) within 90 days of date of hire.
Responsibilities
  • Provide administrative support to the account team in the servicing of clients
  • Ensure the completion and accuracy of each step in the policy life cycle
  • Serve as a first point of contact for basic client inquiries and requests, respond to and process requests for routine changes
  • Support account teams in the coordination of client-facing interactions
  • Prepare materials, presentations, and spreadsheets for client meetings
  • Take notes at client meetings and track key takeaways for account teams
  • Own the processing of policy changes and updates

Woodruff Sawyer specializes in providing customized insurance, benefits, and risk management services, with a focus on property & casualty, management liability, cyber liability, and employee benefits. The company offers expert counsel and customized solutions to protect clients against critical risks, with a global reach on six continents.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

1918

Growth & Insights
Headcount

6 month growth

0%

1 year growth

3%

2 year growth

14%
INACTIVE