Account Representative, Casualty

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. 

About the Role

Our Casualty Practice is looking for an Account Representative to join their collaborative and industrious account service team. The Casualty Practice provides risk management and consulting services to Technology, Life Science, Manufacturing, and other Commercial organizations, enabling them to understand their exposures and mitigate their losses. 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 book of business and account team efforts of developing relationships with clients and carriers
• Analyze client information and help clients understand, manage, and transfer risk from Account Managers
• Respond to daily client inquiries and requests, ensuring exceptional client service
• Prepare materials for client information requests, carrier submissions, proposals, and presentations
• Review contracts and issue certificates of insurance for clients
• Contribute to client presentations, renewal marketing, and the process of planning for the future.
• Update and maintain account specifications within our agency management system
• Coordinate the distribution of key insurance documents to clients, ensuring timeliness and accuracy
• Collaborate with accounting to resolve client billing issues
• Learn how to successfully manage a book of business from Account Managers

This job is for you if…

• You have a passion for building strong relationships and excel in client interactions
• You are a nimble learner with excellent judgment
• You possess exceptional task management and prioritization skills
• You thrive in a collaborative team environment
• You have strong communication skills and conflict resolution abilities
• You pay close attention to detail, are well-organized, and thrive in a dynamic work environment with varied tasks

Experience & Qualifications

• Minimum of two years of industry experience (broker or carrier side) preferred
• Desire to learn and be part of something special
• Exceptional communication skills - oral, written, phone, and interpersonal skills with the ability to develop and build client and internal relationships
• Strong analytical, organization, and time management skills
• Strong collaboration skills
• Proficiency in MS Word, Excel, Outlook, and PowerPoint required
• High school diploma or equivalent experience required, college degree preferred
• Required to obtain the applicable insurance license(s) within 90 days of date 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
• 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.