Account Manager - Employee Benefits

Woodruff-Sawyer & Company • Novato, CA 94998

Posted 2 weeks ago

Job 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 Employee Benefits practice is looking for an Account Manager to join their collaborative and industrious team. The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is fundamental 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:

* Work with Account Executives to develop strategic solutions and provide outstanding account management

* Handle client and carrier questions on a daily basis

* Prepare specifications and spreadsheets

* Review proposals, negotiate pricing and assist with 5500 forms

What you should already have:

* 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

* Proficient in MS Word, Excel and Outlook, and PowerPoint desired

* Minimum five years employee benefits experience (brokerage or carrier)

* Minimum four years account servicing experience

* College degree desired

* Technical expertise in benefits and on state and federal requirements that impact them

* Driver license required, reliable transportation and ability to travel as needed

* Current CA Life & Disability 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

* A robust wellness program

* 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

* A Flexible work schedule

* Paid vacation, holiday and sick days

* Tuition reimbursement

* Access to an Employee Assistance Program

* Fun company and team outings

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