Account Representative - Employee Benefits

Woodruff-Sawyer & Company • Novato, CA 94998

Posted 2 weeks ago

Job Description

Woodruff-Sawyer & Co. 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 Representative to join their collaborative and industrious team. The ideal candidate is a great communicator, with excellent written and verbal communication skills. 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, confident, energetic and detail-oriented.

What you'll be doing:

* Managing a book of business

* Creating client deliverables, maintaining data and files

* Participating in client presentations and the strategic planning process

* Leading the marketing and renewal process

* Analyzing proposals and making recommendations to Account Managers

* Reviewing and delivering contracts

What you should already have:

* High school diploma; college degree preferred

* Minimum of 3 years of industry experience

* Strong proficiency in Microsoft Office Suite: Word, Excel, PowerPoint and Outlook

* Current Life, Accident and Health license or required within 90 days 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 fun office in vibrant downtown San Francisco

* A robust wellness program which includes onsite massages

* 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

* Volunteer days

* Access to an Employee Assistance Program

* Fun company and team outings


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