Simplify Logo

Full-Time

Insurance Account Manager

Employee Benefits

Posted on 5/7/2024

Woodruff Sawyer

Woodruff Sawyer

501-1,000 employees

Global insurance and risk management services

Consulting
Fintech
Financial Services
Real Estate

Compensation Overview

$75.8k - $126.3kAnnually

+ Incentive Program + ESOP Ownership

Senior

Irvine, CA, USA

Category
Customer Success Management
Strategic Account Management
Sales & Account Management
Required Skills
Communications
Marketing
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Preferred college degree
  • Minimum of five years of industry experience
  • Advanced proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and In-Design
  • Exceptional verbal, written, and interpersonal communication skills
  • Excellent analytical, negotiation, and organizational skills
  • Life, Accident, and Health license required upon hire or within 3 months of obtaining the position
  • Valid driver's license
Responsibilities
  • Successfully handle multiple clients following service requirements
  • Take responsibility for an assigned book of business
  • Stay up to date with legislation and compliance affecting assigned book of business
  • Collaborate with team members and clients
  • Develop and present client materials
  • Assist clients with elevated issues and questions
  • Create and deliver client deliverables with accuracy
  • Engage in client presentations
  • Handle complex issues efficiently
  • Maintain professional communication with vendors and clients
  • Lead the Marketing and/or Renewal process
  • Contribute to strategic overviews on accounts
  • Build positive relationships with clients and team members
  • Ensure timely contract review and delivery

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

INACTIVE