Account Coordinator

Woodruff-Sawyer & Co., Inc.
$39,000.00-$65,000.00
life insurance, flexible benefit account, sick time, 401(k), retirement plan, profit sharing
United States, California, San Francisco
50 California Street (Show on map)
Dec 05, 2024
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. As an Account Coordinator, your primary responsibility is to support client servicing teams by collecting and preparing information for client requests. What You'll Do: Provide administrative support to the account team in the servicing of clients. Own the handling of day-to -day administrative tasks for clients 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, respond to and process requests for routine changes Support account teams in the coordination of client-facing interactions Prepare materials, presentations, and spreadsheets for client meetings Take notes at client meetings and track key takeaways for account teams Own the processing of policy changes and updates This job is for you if... Your attention-to-detail is unmatched! You are everyone's go-to proofreader, you catch every typo and font inconsistency in a document, and your team can rely on you to submit a spreadsheet without any errors You love building relationships. Even your toughest client/coworker interactions are handled with tact and professionalism You're a nimble 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 contribute to a positive and respectful work environment 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 Broker's license required to be obtained during onboarding period (within 90 Days of start date) 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 $39,000.00-$65,000.00. 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 8% 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. #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.