Account Coordinator- Emerging Business

Woodruff-Sawyer & Company San Francisco , CA 94118

Posted 3 months ago

Woodruff-Sawyer & Co., one of the nation's largest privately-held insurance brokerage and consulting firms, is seeking an Account Assistant within our Emerging Business Practice. The Emerging Business Practice is a very fast-paced environment which allows for the opportunity to learn a variety of new skills within the brokerage field. As an Account Coordinator, you would be responsible for ensuring outstanding client administrative support for the following activities:

  • Coordinating and handling internal client activities on new and renewal accounts (such as invoicing, billing, binders, electronic filing, endorsements, certificates, auto ID cards, etc.)
  • Gain knowledge of P&C and D&O coverages (including General Liability, Property, Auto Insurance, Worker's Compensation, Errors & Omissions, Directors & Officers, Employment Practice Liability etc.) to assist in communication, prioritization and decision making on behalf of our clients

Required Skills:

  • Very good oral and written communication and strong relationship building skills

  • Ability to understand urgency and prioritize tasks according to established timelines

  • Excellent organizational skills, ability to multi-task and be flexible to changing client needs and priorities

  • Good analytical skills and problem solving

Required Experience:

  • Minimum of 1 year of prior professional experience

  • College degree preferred

  • Computer Skills:
    strong proficiency in Word, Windows, Excel and Outlook; PowerPoint desirable

  • Current California Fire & Casualty license or required within 90 days of hire

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Account Coordinator- Emerging Business

Woodruff-Sawyer & Company