Account Coordinator - Construction & Real Estate

Construction & Real Estate Irvine, Sacramento, or San Francisco, California Honolulu, Hawaii


Description

Our Construction & Real Estate Group is looking for an Account Coordinator to join their collaborative and industrious team. Account Coordinators provide support to Account Managers and Senior Account Managers while demonstrating strong client service mentality and the ability to drive the administrative functions related to the renewal process.  Account Coordinators build the market relationships that will enable them to accomplish their job duties and ask insightful questions that drive process.

 

What You’ll Do

  • Assist the team with the risk strategy for real estate owners and developers in their business decisions and providing insurance options – this includes ground up development projects
  • Update specifications on agency management system with current account information provided by service team – understand the client’s operations, development projects, and tenant improvement projects planned for the current years and foreseeable future
  • Set up renewal plan, marketing and other practice templates for real estate accounts
  • Begin to participate in client presentations, renewal marketing and the strategic planning process
  • Prepare and transmit invoices in accordance with WS Service Standards
  • Work with accounting to resolve client billing issues
  • Update Summary of Insurance as appropriate
  • Mentor and train new Account Coordinators
  • Begin building client and market relationships – help to organize meetings and get togethers
  • Review, issue and manage certificates of insurance requests from clients
  • Work with Account Managers to meet client service requirements, including gathering loss runs, updating schedules and certificate renewal lists.
  • Enjoy a fun work culture with off-site activities and relationship building both with clients and markets 

 

This job is for you if…

  • You are someone who thrives on being challenged in a fast-paced environment
  • You have a high level of intellectual curiosity
  • You are driven, creative and team oriented.

 

Professional Standards 

  • Establish and maintain professional verbal and written communication with clients and colleagues.
  • Demonstrate strong problem resolution skills and the understanding of when to escalate more complex issues to management.
  • Demonstrate strong attention to detail, tenacity, and time management; understand urgency and manage multiple priorities and deadlines.
  • Actively contribute to establishing and meeting team goals; provide backup to other team members as requested and contribute to a positive and respectful work environment.
  • Exemplify Woodruff Sawyer’s core competencies.

 

Education & Qualifications

  • 1-3 years prior brokerage or carrier experience.
  • College degree preferred, high school diploma or equivalent required.
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
  • Strong verbal, written and interpersonal communication skills.
  • Ability to deal with multiple tasks/deadlines at a time.
  • Fire & Casualty license required upon hire or within 3 months of obtaining position.

 

Who We Are

As one of the largest insurance brokerage and consulting firms in the US, Woodruff Sawyer protects the people and assets of more than 4,000 companies. We provide expert counsel and fierce advocacy to protect clients against their most critical risks in property & casualty, management liability, cyber liability, employee benefits, and personal wealth management. An active partner of Assurex Global and International Benefits Network, we provide expertise and customized solutions where clients need it, with headquarters in San Francisco, offices throughout the US, and global reach on six continents.

We are a privately held corporation, owned 100% by our employees. Our benefits include:

  • Medical, Dental, and Vision coverage
  • 401k with company match and profit sharing
  • Ownership in the company through our Employee Stock Option Program (ESOP)
  • 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, etc.

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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