Full-Time

Senior Account Manager

Private Client Group

Confirmed live in the last 24 hours

Woodruff Sawyer

Woodruff Sawyer

501-1,000 employees

Global insurance and risk management services

Financial Services
Consulting
Real Estate

Compensation Overview

$86.3k - $143.8kAnnually

+ Incentive Program + Ownership in the company through ESOP + Paid Time Off + Life Insurance + Various Wellness Programs and Perks

Senior

Lake Oswego, OR, USA

Required Skills
Communications
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 7+ years of related insurance brokerage experience
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • College degree preferred, high school diploma or equivalent required
  • Exceptional communication skills, both verbal and written
  • Broker’s license required to be obtained during onboarding period
  • Required to obtain the applicable insurance license(s) within 90 days of date of hire
  • Valid Driver’s license and reliable transportation required
  • Previous supervisory, training and/or formal mentoring experience desirable
Responsibilities
  • Develop and cultivate long-term strategic relationships with a portfolio of clients
  • Support relationship management efforts of Account Executives and Client Relationship Directors
  • Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients
  • Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives
  • Complete all account management and renewal tasks
  • Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
  • Deliver client service in the absence of an Account Executive
  • Support execution of client account strategy

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%