Account Manager - Employee Benefits
- Full-Time
Our Employee Benefits practice is looking for an Account Manager to join their collaborative and industrious team. The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is fundamental as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, motivated, resourceful and a quick learner.
What you’ll be doing:
- Work with Account Executives to develop strategic solutions and provide outstanding account management
- Handle client and carrier questions on a daily basis
- Prepare specifications and spreadsheets
- Review proposals, negotiate pricing and assist with 5500 forms
Experience & Qualifications:
- Very strong communication skills - oral, written, phone and interpersonal skills with the ability to develop and build client relationships
- Strong analytical, organization and time management skills
- Ability to work as a team player
- Proficient in MS Word, Excel and Outlook, and PowerPoint desired
- Minimum five years employee benefits experience (brokerage or carrier)
- Minimum four years account servicing experience
- College degree desired
- Technical expertise in benefits and on state and federal requirements that impact them
- Driver license required, reliable transportation and ability to travel as needed
- Current Life & Disability license required or within 3 months of hire
As one of the largest insurance brokerage and consulting firms in the US, Woodruff Sawyer protects the people and assets of more than 4,000 companies. We provide expert counsel and fierce advocacy to protect clients against their most critical risks in property & casualty, management liability, cyber liability, employee benefits, and personal wealth management. An active partner of Assurex Global and International Benefits Network, we provide expertise and customized solutions where clients need it, with headquarters in San Francisco, offices throughout the US, and global reach on six continents.
We are a privately held corporation, owned 100% by our employees. Our benefits include:
- Medical, Dental, and Vision coverage
- 401k with company match and profit sharing
- Ownership in the company through our Employee Stock Option Program (ESOP)
- 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, etc.
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.
Address
Woodruff Sawyer
San Francisco, CAIndustry
Business
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