Senior Account Manager, Management Liability - job 2 of 2

The Senior Account Manager at Woodruff Sawyer is primarily responsible for managing large and complex accounts, providing top-notch client service, and supporting the Account Executives in strategizing for account success. You'll be involved in analyzing insurance quotes, negotiating terms, fielding client questions, and ensuring the account management process runs smoothly from start to finish.

To be a strong candidate for the Senior Account Manager role at Woodruff Sawyer, you should have at least 7 years of insurance brokerage experience, excellent communication skills, and the ability to maintain strong client relationships. A college degree is preferred, with a broker's license required during the onboarding period.

At Woodruff Sawyer, Senior Account Managers receive comprehensive support through our hybrid work policy that promotes teamwork and collaboration. Our employee ownership structure encourages a long-term investment in your career, while our commitment to professional development ensures you have access to continuous growth opportunities.

While previous supervisory experience is desirable, it is not strictly required for the Senior Account Manager position at Woodruff Sawyer. What’s crucial is your ability to manage relationships effectively and support team members, fostering a positive work environment for everyone.

As a Senior Account Manager, you'll enjoy a comprehensive benefits package that includes medical, dental, and vision coverage, a 401k retirement plan with company match, and participation in our Employee Stock Ownership Program. Additionally, we offer paid time off, professional development reimbursement, wellness programs, and much more to ensure your well-being both inside and outside of work.

When answering this question, highlight a specific instance where your project management skills were put to the test. Discuss how you analyzed client needs, coordinated with team members, and ultimately delivered results that exceeded expectations, showcasing your ability to navigate complexities successfully.

Discuss your strategies for maintaining professionalism and empathy in challenging interactions. Describe techniques like active listening, acknowledging concerns, and finding common ground to create an understanding with the client, which ultimately leads to a better working relationship.

Outline your negotiation experience by providing details such as the types of negotiations you have handled, the outcomes achieved, and any techniques you used to facilitate a successful agreement. This showcases your ability to drive advantageous results for your clients.

Share your methods for keeping up-to-date, such as attending industry webinars, reading trade publications, participating in professional networks, and leveraging your connections to learn about market trends and regulatory changes that may affect your clients.

Mention specific tools that you have used, emphasizing your comfort with software like Microsoft Office, CRM systems, or insurance brokerage platforms. Describe how these tools help you streamline communications, organization, and overall account management.

Explain your approach to task management, possibly highlighting techniques such as creating daily lists, utilizing project management tools, and regularly assessing priorities based on urgency and client needs to ensure that you meet all deadlines effectively.

Use the STAR method (Situation, Task, Action, Result) to clearly illustrate a past conflict scenario, your role in it, and how your resolution contributed to a positive outcome, demonstrating your conflict resolution skills and teamwork.

Discuss how you use data analysis to provide insights for decision-making and strategy development. Mention specific metrics you track to evaluate performance or inform your discussions with clients to tailor services to their needs.

Reflect on your research about Woodruff Sawyer and how its values align with your own, emphasizing the desire to be part of a supportive, employee-owned company that prioritizes client success and long-term growth.

Discuss your adaptive strategies for managing shifting priorities, such as maintaining open communication with clients and team members, reassessing workloads, and being flexible to embrace changes efficiently to ensure client satisfaction.