Who We Are:

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.

Job Summary:

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.

What You'll Do:

• 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.

Experience & 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.

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 starting salary between $170,000.00 – $250,000.00. 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 12% of salary annually, based on individual and Company performance.

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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