Account Coordinator - Management Liability

Management Liability Irvine, California


Description

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’ve created an environment where our employees can grow and succeed both personally and professionally. We are really looking for someone who thrives on being challenged and has a high level of intellectual curiosity. If you are driven, creative and team-oriented, this is the right place for you.

Our Management Liability practice is looking for an Account Coordinator to join their collaborative and industrious team.  Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, motivated, resourceful and a quick learner.

What you’ll be doing:

  • Set up renewal, marketing and other practice templates
  • May manage a small book of business
  • Begin to participate in client presentations, renewal marketing and the strategic planning process
  • Update specifications on agency management system with current account information provided by service team
  • Prepare and transmit invoices in accordance with WS Service Standards
  • Work with accounting to resolve client billing issues

What you should already have:

  • Minimum of one year customer service and/or work experience
  • Very strong communication skills - oral, written, phone and interpersonal skills with the ability to develop and build client relationships 
  • Strong analytical, organization and time management skills 
  • Ability to work as a team player 
  • Proficiency in MS Word, Excel and Outlook, and PowerPoint desired
  • High school diploma. College degree desired
  • Current Fire & Casualty license required or within 3 months of hire

What you’ll be getting from us:

  • An opportunity for growth, development and advancement in the areas of client involvement, risk assessment and management.
  • The opportunity to work with sharp, motivated co-workers in a collaborative and entrepreneurial team
  • A flexible work schedule (applies to certain positions)
  • Security for your future: Employee Stock Option Program (ESOP), 401K with company match and profit sharing
  • Medical, Dental and Vision benefits for employees and families (including domestic partners)
  • Life Insurance, short term and long term disability benefits
  • Paid vacation, holiday and sick days
  • Tuition reimbursement
  • Access to an Employee Assistance Program
  • Fun company and team outings