Client Advisor

Commercial San Francisco, California


Description

As a Client Advisor, you'll be responsible for the growth, profitability, and client satisfaction of our most complex Risk Management accounts. By optimizing Woodruff Sawyer’s capabilities and resources, you'll align client strategies across all segments of our commercial relationships.

Primary Job Duties

  • Build and maintain relationships with the primary insurance contact while concurrently developing relationships with C-Suite and other influential client contacts and decision makers.
  • Serve as a consultant and advisor to clients by developing an expert level understanding of their business and providing innovative solutions to manage risk.
  • Possess expertise on Woodruff Sawyer capabilities and services with a focus on knowing when and how to utilize, as well as the capability to differentiate Woodruff Sawyer.
  • Create and execute an annual service plan inclusive of the following:
  • Coordinate with all product specialists to develop a renewal strategy inclusive of identifying uninsured exposures and new products.
  • Set key deliverable dates and create a regular “check in” schedule with internal colleagues to assure that service plan delivery remains on track.
  • Conduct an annual stewardship meeting and report out on actual performance vs. plan inclusive of recommendations for any course corrections.
  • As the primary point of the contact for the client, the Client Advisor is responsible to assure that Woodruff Sawyer consistently meets or exceeds the expectations of the client in the following areas:
  • Engage the appropriate Woodruff Sawyer colleague to assure that general complaints and issues are resolved in a timely manner.
  • Maintain an active involvement in claims to assure that they are resolved in a timely manner and meets the expectations of the client through coordination with the Woodruff Sawyer claims team.
  • Build and leverage carrier relationships
  • Proactively communicates and sets expectations for the client.
  • Manage commissions and fees in a manner that aligns with the complexity and service needs of each client.
  • Contribute to a culture of learning in the form of sharing technical knowledge and mentoring colleagues.

Qualifications

  • Proven track record of success in working with complex Risk Management accounts inclusive of broad insurance industry knowledge.
  • Expert level analytical, strategic planning, and organizational skills.
  • Excellent communication, negotiation skills, and use of an “influence” style of leadership when engaging with Woodruff Sawyer and carrier partner colleagues at all levels.
  • Expert level understanding of Woodruff Sawyer resources, services, and capabilities.

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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