Account Manager, Construction & Real Estate, Walnut Creek

Account Manager, Construction & Real Estate

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Who We Are

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.
How We Work

We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week.

All roles are hybrid unless otherwise indicated on the job post. Find our office locations here.

Woodruff Sawyer's Construction Practice is looking for a dynamic and collaborative Account Manager. Account Managers are responsible for the timely and successful renewal of their complete book of business as well as placement of newly assigned business, ensuring the best possible terms and conditions. Account Managers should act as ambassadors both inside and outside the firm, commanding a high degree of technical knowledge with the ability to speak intelligently about the market and coverage trends with both AEs and clients. They should be actively aware and mindful of the higher-level strategy regarding the management of the practice profit and expense line. Account Managers will be expected to participate in training and mentoring of more junior team members, and will be involved in the broader workflow process, design and business strategy.

Primary Job Duties:

Effectively manage multiple clients in accordance with Construction best practices in order to sustain the expected client retention rate.
Responsible for assigned book of business with appropriate mix of revenue and complexity as defined by Practice Leader.
Apply market and risk management knowledge to client business model/needs; identify gaps and find the most effective solutions.
Provide coverage analysis in relation to client's business; effectively explain and clarify coverages with client verbally and/or in writing.
Accountable for timely policy review, delivery and audits.
Accountable for confirming final policy document is consistent with negotiated program.
Research and/or resolve accounting and collection issues.
Exhibit high level of expertise, demonstrating persistence, resourcefulness and creativity when negotiating with carriers to maintain the highest levels of client advocacy.
Create and execute marketing strategy in collaboration with Account Executive.
Demonstrate the ability to effectively and independently market Construction lines.
Responsible for the process, evaluation and preparation of insurance proposals; participate in new client presentations and renewals as appropriate.

Professional Standards

Establish and maintain professional verbal and written communication with clients and colleagues.
Establish and communicate workflow expectations; demonstrate ability to proactively overcome barriers and be persistent in finding acceptable solutions.
Serve as a technical resource to team members, and colleagues in other groups and offices, on procedures and complex issues; assist less experienced staff when handling difficult or intimidating situations or struggling to build relationships.
Demonstrate leadership through coaching, mentoring and training of others; continue to actively build depth and breadth of industry knowledge.
Delegate work appropriately and use delegation as an opportunity to develop others; participate fully as a team member; provide backup to designated team members and actively contribute to establishing and meeting team goals.
Exemplify Woodruff Sawyer's core competencies at appropriate level.

QUALIFICATIONS:

College degree preferred, high school diploma or equivalent required.
Minimum of five years of industry experience, or three years specific to Construction in Account Management, Underwriting or similar role.
Proficiency with Microsoft Excel, Word, Powerpoint, and Outlook.
Exceptional verbal, written and interpersonal communication skills.
Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change.
Fire & Casualty license required upon hire or within 3 months of obtaining position.
Valid Driver's license and reliable transportation required.
Ability to travel as necessary.

ESSENTIAL FUNCTIONS:

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.
Clearly read and interpret information for clients and colleagues both verbally and in writing.
Build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure.
Proactively overcome barriers and find acceptable solutions to client issues.
Coach and develop junior staff members; serve as a positive role model; help foster camaraderie within the Practice.
Assist in developing and driving the team strategy related to client service and team skill development.

What you'll be getting from us:

An opportunity for growth, development and advancement in the areas of client involvement, risk assessment and management.
The opportunity to work with sharp, motivated co-workers in a collaborative and entrepreneurial team
A flexible work schedule (applies to certain positions)
Security for your future: 401K with company match and profit sharing
Medical, Dental and Vision benefits for employees and families (including domestic partners)
Life Insurance, short term and long term disability benefits
Paid vacation, holiday and sick days
Access to an Employee Assistance Program
Fun company and team outings

Our Benefits Include

Medical, Dental, and Vision coverage
401k Retirement Plan with company match
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.

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Location:: Walnut Creek

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