Account Coordinator - Construction & Real Estate

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 in a fast-paced environment and has a high level of intellectual curiosity. If you are driven, creative and team-oriented, this is the right place for you.

Our Construction & Real Estate Group is looking for an Account Coordinator to join their collaborative and industrious team. Account Coordinators provide support to Account Managers and Senior Account Managers while demonstrating strong client service mentality and the ability to drive the administrative functions related to the renewal process. Account Coordinators build the market relationships that will enable them to accomplish their job duties and ask insightful questions that drive process.

RESPONSIBILITIES:

Primary Job Duties

• Assist the team with the risk strategy for real estate owners and developers in their business decisions and providing insurance options – this includes ground up development projects
• Update specifications on agency management system with current account information provided by service team – understand the client’s operations, development projects, and tenant improvement projects planned for the current years and foreseeable future
• Set up renewal plan, marketing and other practice templates for real estate accounts
• Begin to participate in client presentations, renewal marketing and the strategic planning process
• Prepare and transmit invoices in accordance with WS Service Standards
• Work with accounting to resolve client billing issues
• Update Summary of Insurance as appropriate
• Mentor and train new Account Coordinators
• Begin building client and market relationships – help to organize meetings and get togethers
• Review, issue and manage certificates of insurance requests from clients
• Work with Account Managers to meet client service requirements, including gathering loss runs, updating schedules and certificate renewal lists.
• Enjoy a fun work culture with off-site activities and relationship building both with clients and markets

Professional Standards

• Establish and maintain professional verbal and written communication with clients and colleagues.
• Demonstrate strong problem resolution skills and the understanding of when to escalate more complex issues to management.
• Demonstrate strong attention to detail, tenacity, and time management; understand urgency and manage multiple priorities and deadlines.
• Actively contribute to establishing and meeting team goals; provide backup to other team members as requested and contribute to a positive and respectful work environment.
• Exemplify Woodruff Sawyer’s core competencies.

QUALIFICATIONS:

• 1-3 years prior brokerage or carrier experience.
• College degree preferred, high school diploma or equivalent required.
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
• Strong verbal, written and interpersonal communication skills.
• Ability to deal with multiple tasks/deadlines at a time.
• Fire & Casualty license required upon hire or within 3 months of obtaining position.

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.
• 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.
• Paid vacation, holiday and sick days.
• Tuition reimbursement.
• Access to an Employee Assistance Program.
• Fun company and team outings.