Account Manager, Management Liability

Posted 16 Days Ago
Be an Early Applicant
Boston, MA
76K-126K
Senior level
Insurance
The Role
As an Account Manager, you'll manage client accounts, oversee renewals, coordinate with team members, and support strategic planning and client presentations.
Summary Generated by Built In
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.

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.

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. 


About the Role

As an Account Manager apart of the Management Liability team, you’ll be responsible for the placement, renewal, and overall service of new and existing clients.

What You’ll Do

  • Manage an assigned book of business by handling all account management and renewal tasks
  • Coordinate between Account Executives and other account team members
  • Develop specifications, secure quotes, and analyze proposals in order to negotiate changes and/or make recommendations to clients
  • Create client deliverables, participate in client presentations, and the strategic planning process
  • Participate in delivery of strategic overview on accounts, requesting information from the markets and client and reviewing documents pertaining to client needs
  • Complete all account management and renewal tasks
  • Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
  • Delegate administrative tasks and analysis of client information to Account Representatives and Account Coordinators
  • Support execution of client account strategy
  • Support Account Executives in the delivery of client meetings and presentations

This job is for you if…

  • You have a motivating, inspiring, and positive demeanor towards achieving goals
  • You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism
  • You’re a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management
  • You’re phenomenal with task management and prioritization
  • You are a great teammate. You’re willing to provide backup when others need your help and give to a positive and respectful work environment.
  • You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict.
  • You show continued growth in your position. You can develop and apply new strategies to help problem solve in day to day tasks

Experience & Qualifications

  • 5+ years of related insurance brokerage experience
  • Experience in Management Liability; D&O
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Strong presentation skills with the ability to lead meetings and be comfortable in a client-facing role
  • College degree preferred, high school diploma or equivalent required
  • Exceptional communication skills, both verbal and written
  • Broker’s license required 
  • Previous mentoring experience desirable

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 - $118,250. 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.

#LI-HYBRID

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.

Top Skills

Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
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The Company
HQ: San Francisco, CA
701 Employees
On-site Workplace
Year Founded: 1918

What We Do

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. 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.

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