Account Manager, Middle Market Modesto, CA

Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.

We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.

As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future .

About the Role

Woodruff Sawyer’s Middle Markets practice is looking for a dynamic and collaborative Account Manager . Account Managers are responsible for placement, renewal and overall service of new and existing business. Account Managers act as ambassadors both internally and externally to Woodruff Sawyer, commanding a high degree of technical knowledge and the ability to speak confidently about the markets and coverages with Account Executives and clients. Account Managers work closely with the Account Executive to drive strategy and ensure the process is moving along smoothly.

What You’ll Do

1. Stay up to date with coverages and market trends affecting assigned book of business, demonstrating ability to clearly communicate these details with clients.
2. Responsible for coordinating with Account Coordinators and Account Executives; ability to work directly with a Producer, with no Account Executive involvement, when necessary.
3. Create client deliverables, participate in client presentations and the strategic planning process.
4. Effectively manage multiple clients in accordance with P&C practice service requirements and best practices in order to sustain client retention.
5. Lead Marketing and/or Renewal process; request information from the markets and client, review all documents pertaining to client coverage issues, develop specifications and secure quotes; analyze proposals/quotes in order to negotiate changes and/or make recommendations to the client.
6. Participate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needs.
7. Demonstrate ability to build positive relationships with clients, carriers and team members.
8. Responsible for timely policy review and delivery.
9. Manage contract review and effectively explain and clarify details with client verbally and/or in writing.
10. Demonstrate the ability to market and cross-sell additional lines of coverage, involving team members when faced with a challenging issue or to showcase additional Woodruff Sawyer capabilities.

This job is for you, if...

1. You proactively and effectively manage and service clients to assure needs, timelines, and expectations are met, including active participation in team and client meetings either directly or via phone.
2. You can clearly read and interpret information for clients and colleagues both verbally and in writing.
3. You can build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure.
4. You proactively overcome barriers and find acceptable solutions to client issues.
5. You can coach and develop less experienced staff members; serve as a positive role model; help foster camaraderie within the Practice.
6. You assist in developing and driving the team strategy related to client service and team skill development.

Experience & Qualifications

1. College degree preferred, high school diploma or equivalent required.
2. Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
3. Exceptional verbal, written and interpersonal communication skills.
4. Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change.
5. Required to obtain the applicable insurance license(s) within 90 days of date of hire.
6. Valid Driver’s license and reliable transportation required.
7. Ability to travel as necessary.

More About Us

Compensation: Anticipated salary between $75,750.00 – $126,250.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate.

This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.

Our Benefits Include

1. Medical, Dental, and Vision coverage.
2. 401k Retirement Plan with company match.
3. Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing.
4. Paid vacation, holidays, and sick days.
5. Life Insurance, Short-term, and Long-Term Disability benefits.
6. Flexible Spending Account (FSA).
7. Wellness programs and workplace flexibility benefits.
8. Professional development and reimbursement programs.
9. Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.

Woodruff Sawyer is an Equal Opportunity Employer.