Account Executive - Property & Casualty

Property & Casualty San Francisco, California Sacramento, California


Woodruff Sawyer is the type of place where talented individuals can make a big impact. We are passionate about what we do for our clients, and we practice what we preach. We’re a well-established firm with credibility and resources yet nimble so solutions can be implemented quickly without bureaucracy.

Our Property & Casualty practice is looking for an Account Executive to join their collaborative and industrious team. Account Executives are responsible for building and maintaining client relationships, overall client retention, client deliverables, delivering profitable revenue growth for assigned clients, and assisting in developing new business.  In addition, Account Executives work directly with the Producers and Practice Leaders by identifying and implementing new business opportunities.

What You’ll Do:

  • Management of all assigned accounts and oversight of accounts for assigned client service staff in accordance with WS Service Standards and practice guidelines, assuring timeliness of responses and accuracy of information
  • Effectively managing multiple clients in accordance with P&C practice service requirements and best practices in order to sustain client retention
  • Staying up to date with business, legal and regulatory issues affecting assigned book of business, demonstrating ability to clearly communicate these details with clients and operating teams
  • Staying current on issues, trends and new products in the Property & Casualty insurance industry
  • Developing strategic overview on accounts, arranging strategy meetings, requesting information from the markets and client, and reviewing all documents pertaining to client needs
  • Serving as a trusted advisor in addressing complex issues; managing issues proactively and mitigating risks on large, complex projects; taking responsibility for problem solving to conclusion
  • Assisting with sales and business planning to expand existing or develop new client relationships, including new lines of business

Experience & Qualifications:

  • Minimum of seven years of industry experience; demonstrated ability to resolve more complex client issues
  • College degree preferred, high school diploma or equivalent required
  • Advanced proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
  • Exceptional verbal, written and interpersonal communication skills
  • Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change
  • Previous supervisory, training and/or formal mentoring experience desirable; demonstrated ability to be a team builder
  • Current Fire & Casualty license required upon hire or within 3 months of obtaining position
  • Valid Driver’s license and reliable transportation required
  • Ability to travel as required

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.