Remote Otter LogoRemoteOtter

Account Representative - Remote

Posted 9 weeks ago
Sales / Business
Full Time
CA, USA
$51,000.00 - $85,000.00/year

Overview

As an Account Representative, you’ll work on multiple accounts as part of a larger broker team and assists in handling day-to-day client inquiries.

In Short

  • Be responsible for supporting book of business and account team efforts of developing relationships with clients and carriers
  • Begin more frequent interaction with clients, responding to daily client inquiries and requests
  • Analyze client information and help clients understand, manage and transfer risk from Account Managers
  • Learn how to manage a book of business from Account Managers
  • Respond and follow-up to clients and carriers for routine requests
  • Prepare materials for client proposals and presentations
  • Supports account team in executing on account management and renewal tasks

Requirements

  • 2+ years of related insurance brokerage experience
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
  • High school diploma. College degree desired
  • Excellent communication skills, both verbally and written
  • Broker’s license required to be obtained during onboarding period

Benefits

  • 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.
Woodruff Sawyer logo

Woodruff Sawyer

Woodruff Sawyer is a leading insurance brokerage with over 100 years of experience, serving a diverse clientele that includes small start-ups and some of the most innovative companies globally. As an employee-owned firm, Woodruff Sawyer prioritizes long-term growth and client success over short-term profits, fostering an inclusive and collaborative work environment. The company offers a hybrid workplace model, allowing employees to balance in-person collaboration with remote work flexibility. With a strong commitment to employee development and well-being, Woodruff Sawyer provides excellent benefits, including an Employee Stock Ownership Program (ESOP), ensuring that employees can build wealth and ownership in the company while contributing to its future success.

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