- Successfully handle multiple clients, following the service requirements and recommended approaches of the Employee Benefits Practice, and consistently deliver work on time.
- Take responsibility for an assigned book of business, ensuring a well-balanced mix of revenue and complexity.
- Stay up to date with legislation and compliance affecting your assigned book of business, having the ability to effectively communicate these details to clients.
- Collaborate with Account Representatives, Account Coordinators, and Account Executives, and confidently work directly with a Producer when necessary.
- Develop and present client materials, actively engage in client presentations, and contribute to the planning process.
- Assist clients and their employees with elevated issues and questions, such as claims.
- Create and deliver client deliverables with exceptional accuracy.
- Engage in presentations to clients, demonstrating thoroughness, accuracy, and exceptional communication skills to address questions or concerns.
- Handle complex and detailed issues efficiently and effectively, taking full ownership of problem-solving until resolution.
- Maintain professional and diplomatic communication with vendors, clients, and colleagues.
- Lead the Marketing and/or Renewal process, analyzing proposals/quotes, negotiating changes, and making recommendations to clients.
- Contribute to the delivery of strategic overviews on accounts, arranging strategy meetings, gathering relevant information, and reviewing client needs.
- Build positive relationships with clients, carriers, and team members, fostering a collaborative and supportive environment.
- Ensure timely contract review and delivery.
- You proactively and effectively manage and service clients, consistently meeting their needs, timelines, and expectations.
- You have exceptional organizational skills and have no problem delegating tasks.
- You possess excellent written and verbal communication skills, enabling you to clearly interpret and convey information to clients and colleagues.
- You excel at building relationships, maintaining professionalism, and thriving in a fast-paced, customer-centric environment.
- You are skilled at finding solutions to client issues, proactively overcoming barriers, and delivering exceptional results.
- You have a passion for coaching and developing team members, serving as a positive role model, and contributing to team skill development.
- You are committed to driving the team strategy related to client service and skill enhancement.
- You enjoy visiting clients in person.
- Preferred college degree; high school diploma, or equivalent experience required.
- 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, with the ability to multitask and adapt to changing priorities.
- Life, Accident, and Health license required upon hire or within 3 months of obtaining the position.
- Valid driver's license.
- Medical, Dental, and Vision coverage
- 401k Retirement Plan with company match
- Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing
- Paid vacation, holidays, and sick days
- Life Insurance, Short-term, and Long-Term Disability benefits
- Flexible Spending Account (FSA)
- Wellness programs and workplace flexibility benefits
- Professional development and reimbursement programs
- Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.
-
Employee Benefits Account Executive
1 week ago
Insurance Relief San Francisco, United StatesJob Description · Job DescriptionEmployee Benefits Account Executive - Insurance - Remote for CALIFORNIA candidates · *Preference to candidates in the Bay Area and/or Central Valley.* · Are you searching for a rewarding career with the chance to provide helpful insight to client ...
-
Employee Benefits Account Manager
2 weeks ago
Insurance Relief San Francisco, United StatesEmployee Benefits Account Manager - Insurance - California Remote · Do you want to showcase your insurance knowledge to help assist clients? Our respected insurance company wants to add a detail-oriented professional to its growing team. In this role, you will be in charge of th ...
-
Account Manager, Employee Benefits
3 weeks ago
HUB International San Francisco, United StatesThe Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitate Account Manager, Benefits, Ma ...
-
Employee Benefits Account Executive
5 days ago
Insurance Relief San Francisco, United StatesJob Description · Job Description · Employee Benefits Account Executive - Insurance - · Remote for CALIFORNIA candidates · *Preference to candidates in the Bay Area and/or Central Valley.* · Are you searching for a rewarding career with the chance to provide helpful insight to ...
-
Account Manager, Employee Benefits
2 weeks ago
HUB International San Francisco, United StatesThe Opportunity · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
-
Account Manager, Employee Benefits
2 weeks ago
HUB International San Francisco, United StatesThe Opportunity · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
-
Account Manager, Employee Benefits
3 weeks ago
HUB International San Francisco, United StatesTHE OPPORTUNITY: · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
-
Employee Benefits Insurance Producer
2 weeks ago
Woodruff Sawyer Company San Francisco, CA, United StatesWho We AreWoodruff 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 ca ...
-
Account Manager, Employee Benefits
2 weeks ago
HUB International San Francisco, United StatesTHE OPPORTUNITY: · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
-
Acrisure LLC San Francisco, United StatesJob Description · About Acrisure: · Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and gr ...
-
Senior Employee Benefits Account Executive
3 weeks ago
Insurance Relief West Valley City, United StatesSenior Employee Benefits Account Executive · Are you looking for a rewarding career? Our respectable insurance brokerage wants to add a strategic Senior Employee Benefits Account Executive to join its growing team. With over 30 years in the insurance industry, they highly value ...
-
Director of Employee Benefits
1 week ago
Gunderson Dettmer Redwood City, United StatesGunderson Dettmer is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, accelerate entrepreneurship, and ...
-
Director of Employee Benefits
1 week ago
Gunderson Dettmer Redwood City, United StatesJob Description · Job DescriptionGunderson Dettmer is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, ...
-
Director of Employee Benefits
3 weeks ago
Gunderson Dettmer Redwood City, United StatesGunderson Dettme r is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, accelerate entrepreneurship, an ...
-
Director of Employee Benefits
5 days ago
Gunderson Dettmer Redwood City, United StatesThanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications. · Gunderson Dettme ris the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. Wi ...
-
Employee Benefits Analyst
2 weeks ago
alliant_commercial_realty_services Walnut Creek, United StatesWith a history dating back to 1925, Alliant Insurance Services is one of the nations leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers compensation, employee benefi ...
-
Acrisure LLC San Francisco, United StatesJob Description · About Acrisure: · Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and ...
-
Employee Benefits Account Manager
2 weeks ago
Gpac Fremont, United States Full timePosition: Employee Benefit Account Manager - Insurance · Knowledge of various carriers, ability to help with quotes and proposals, new business, and renewals. Also, this is a fun company to work for, flexible time and a great compensation package. · Primary Job Purpose: · Manage ...
-
Accounting Manager Employee Benefit Plans
4 days ago
Another Source Oakland, United States· Accounting Manager Employee Benefit Plans - UC Office of the President · ID · 101676 · Application Deadline · 6/22/2024 · Category · Accounting / Finance · Company · University of California · Job Locations · US-CA-Oakland · At a glance · Join the University of California Offi ...
-
Account Executive Employee Benefits
1 week ago
alliant_commercial_realty_services Walnut Creek, United StatesWith a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee bene ...
Insurance Account Manager, Employee Benefits - San Francisco, United States - Woodruff Sawyer
Description
Job Description
Job DescriptionWho We AreWoodruff 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
As an Account Manager at Woodruff Sawyer, you will play a pivotal role in the placement, renewal, and overall service of new and existing clients. This is an exceptional opportunity to join a world-class company and make a significant impact in the Employee Benefits Practice.
What You'll Do
This job is for you if...
Experience & Qualifications
Don't meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
More About Us
Compensation: Anticipated salary between $75,750 - $126,250. 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
Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting.
Woodruff Sawyer is an Equal Opportunity Employer.
Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
