Account Coordinator, Middle Markets San Francisco, CA

Woodruff-Sawyer & Co.; San Francisco (CA); On-site; USD 39,000 - 65,000; Full time

Job summary

An established industry player is seeking a detail-oriented Account Coordinator to support client servicing teams. This role is crucial for maintaining strong client relationships and ensuring efficient operations. You will handle day-to-day tasks, assist in client interactions, and prepare essential materials for meetings. The company fosters a collaborative and inclusive environment, offering a hybrid work model and a range of benefits that promote both personal and professional growth. If you thrive in a dynamic setting and are passionate about delivering exceptional service, this opportunity is perfect for you.

Benefits

Medical, Dental, and Vision coverage

401k Retirement Plan with company match

Employee Stock Ownership Program (ESOP)

Paid vacation, holidays, and sick days

Life Insurance

Flexible Spending Account (FSA)

Wellness programs

Professional development reimbursement

Discounted event tickets

Pet insurance

Qualifications

• Prior customer service, office administration, and/or insurance experience.
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.

Responsibilities

• Provide administrative support to account teams and clients.
• Ensure accuracy in the policy life cycle and client interactions.

Skills

Customer Service

Office Administration

Attention to Detail

Communication Skills

Task Management

Education

High School Diploma

Bachelor's Degree (Preferred)

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.

We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.

As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future.

How We Work

We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week.

All roles are hybrid unless otherwise indicated on the job post. Find our office locations here .

About the Role

As an Account Coordinator, your primary responsibility is to support client servicing teams by collecting and preparing information for client requests. You will play a crucial role in ensuring the smooth operation of client accounts and maintaining strong relationships with our valued clients.

What You’ll Do

• Provide administrative support to the account team in the servicing of clients
• Own the handling of day-to-day administrative tasks for clients, ensuring efficiency and accuracy
• Ensure the completion and accuracy of each step in the policy life cycle
• Serve as a first point of contact for basic client inquiries and requests, responding promptly and professionally
• Support account teams in the coordination of client-facing interactions, ensuring a seamless experience for clients
• Prepare materials, presentations, and spreadsheets for client meetings, showcasing our world-class solutions
• Take notes at client meetings and track key takeaways for account teams, ensuring important details are captured and followed up on
• Own the processing of policy changes and updates, ensuring timely and accurate implementation

This job is for you if…

• Your exceptional attention-to-detail sets you apart! You are the reliable proofreader that everyone can count on, diligently catching every typo and font inconsistency
• You love building relationships. Even your toughest client/coworker interactions are handled with tact and professionalism, leaving a lasting positive impression
• As a quick learner with exceptional judgment, you possess the ability to independently solve problems while also recognizing when it is necessary to involve management to make informed decisions
• You’re phenomenal with task management and prioritization, consistently meeting deadlines and delivering exceptional results
• You are a great teammate. You’re willing to provide backup when others need your help and contribute to a positive and respectful work environment, fostering collaboration and success

Experience & Qualifications

• Prior customer service, office administration, and/or insurance experience
• Proficiency in Microsoft Office Suite, including intermediate to advanced skill in Excel and PowerPoint
• Excellent communication skills, both verbally and written
• Required to obtain the applicable insurance license(s) within 90 days of date of hire.

Don’t meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

More About Us

Compensation: Anticipated salary between $39,000 - $65,000. Salary offered will be dependent upon geography, experience, and expertise of the candidate.

This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.

#LI-HYBRID

Our Benefits Include

• Medical, Dental, and Vision coverage
• 401k Retirement Plan with company match
• Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing
• 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, milk stork, etc.

Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting.

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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