Account Executive, Financial Institutions

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.

As an Account Executive, you'll serve as the lead consultant for existing clients in managing all account activities and renewals.

What You'll Do:

• Design and execute client strategy and how to best leverage WS offerings
• Manage complex account renewals, coordinate process with clients and producers
• Develop and maintain relationships with key client contacts, proactively engage the client in the value being delivered to facilitate long-term client retention
• Identify opportunities to expand coverage for existing clients
• Actively collaborate with internal stakeholders
• Maintain specific industry knowledge and technical expertise to serve as a proactive resource to clients and the account team
• Develop and maintain relationships with internal decision-makers and C-suite influencers
• Own the direct management of existing client relationships through quarterly touchpoints
• Own the development of client account strategy
• Own presentations to clients during the renewal process
• Support Account Managers in developing specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons
• Support the mentoring and training of the account service team
• Inform Client Relationship Director of existing client relationship status and escalates issues as needed
• Inform Producers of ongoing client status, renewals and opportunities to expand existing accounts with new coverages and innovative program solutions

This job is for you if…

• You proactively and effectively service clients to assure needs, timelines and expectations are met, including active participation in team and client meetings either directly or via phone.
• You can clearly read and interpret information for clients and colleagues both verbally and in writing.
• You build relationships and interact in a tactful and professional manner in a fast-paced, customer centric environment; remain calm under pressure.
• You proactively overcome barriers and find acceptable solutions to client issues.
• You can coach, develop, and manage assigned staff; serve as a positive role model; help foster camaraderie within the Practice.
• You assist in developing and driving the team strategy related to client service and team skills development

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 $126,644.00 - $211,073.00. 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 12% of salary annually, based on individual and Company performance.

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.

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