What are the responsibilities and job description for the Account Representative - Employee Benefits position at Woodruff-Sawyer & Co., Inc.?
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 Job
As anAccount Representative at Woodruff Sawyer, you will have the opportunity to work on multiple accounts as part of a larger broker team. Your primary responsibility will be to support the book of business and account team in developing strong relationships with clients and carriers. You will play a crucial role in handling day-to-day client inquiries, analyzing client information, and assisting in the management and transfer of risk.
What You'll Do
- Support the development of relationships with clients and carriers
- Respond to daily client inquiries and requests
- Learn from our experienced Account Managers and assist in managing a book of business
- Proactively kick-off pre renewal process by gathering loss runs and creating loss summary
- Prepare materials and analytics for client renewal strategy presentations
- Execute renewal tasks involving billing, certificates, binder and policy procurement
- Track foreign local admitted invoices and policies by owning communications with local brokers
- Handle post-renewal servicing activities to include endorsement and audit processing
- Manage statement of values and equipment schedules to reflect any changes throughout the term
- Review contracts and issue on-demand certificates of insurance for clients
This job is for you if...
- You love building relationships and excel in client interactions
- You are a nimble learner with excellent judgment
- You have exceptional task management and prioritization skills
- You thrive in a collaborative team environment
- You possess strong communication skills and conflict resolution abilities
- You pay close attention to detail, are well-organized, and thrives in a dynamic work environment with varied tasks
Experience & Qualifications
- 2 years of related insurance brokerage experience
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- College degree preferred
- Excellent communication skills, both verbally and written
- Required to obtain the applicable insurance license(s) within 90 days of hire
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 $51,000 - $85,000. 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.
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Our Benefits Include
- 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.
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.
Salary : $51,000 - $85,000
