Account Coordinator Middle Markets
Account Coordinator Middle Markets
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$ 39000 - 65000
1 Vacancy
Job Description
Who We Are
Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage our clients range from small startups 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. Thats 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 employeeowned company we build toward the next decade not just the next quarter. Our independence means you answer to great ideas and client success not shortterm profits while our ESOP program allows you to build longterm 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 inperson 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 Coordinator your primary responsibility is to support client servicing teams by collecting and preparing information for client requests. You will play a crucial role in ensuring the smooth operation of client accounts and maintaining strong relationships with our valued clients.
What Youll Do
- Provide administrative support to the account team in the servicing of clients
- Own the handling of daytoday administrative tasks for clients ensuring efficiency and accuracy
- Ensure the completion and accuracy of each step in the policy life cycle
- Serve as a first point of contact for basic client inquiries and requests responding promptly and professionally
- Support account teams in the coordination of clientfacing interactions ensuring a seamless experience for clients
- Prepare materials presentations and spreadsheets for client meetings showcasing our worldclass solutions
- Take notes at client meetings and track key takeaways for account teams ensuring important details are captured and followed up on
- Own the processing of policy changes and updates ensuring timely and accurate implementation
This job is for you if
- Your exceptional attentiontodetail sets you apart! You are the reliable proofreader that everyone can count on diligently catching every typo and font inconsistency
- You love building relationships. Even your toughest client/coworker interactions are handled with tact and professionalism leaving a lasting positive impression
- As a quick learner with exceptional judgment you possess the ability to independently solve problems while also recognizing when it is necessary to involve management to make informed decisions
- Youre phenomenal with task management and prioritization consistently meeting deadlines and delivering exceptional results
- You are a great teammate. Youre willing to provide backup when others need your help and contribute to a positive and respectful work environment fostering collaboration and success
Experience & Qualifications
- Prior customer service office administration and/or insurance experience
- Proficiency in Microsoft Office Suite including intermediate to advanced skill in Excel and PowerPoint
- Excellent communication skills both verbally and written
- Required to obtain the applicable insurance license(s) within 90 days of date of hire.
Dont 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 youre excited about this role but your past experience doesnt 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 $39000 $65000. 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.
#LIHYBRID
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 Shortterm and LongTerm 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.
Required Experience:
IC
Employment Type
Full Time
