Private Client Insurance Producer - Woodruff Sawyer
San Francisco, CA
About the Job
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.
About the Role
As a Private Client Producer, you'll be responsible for generating new client revenue and developing unique and diverse strategies to attract and retain clients. You'll also manage an active pipeline of new business opportunities and work directly with other Producers and Practice Leaders to identify and implement strategies geared toward client acquisition and retention.
This is a high impact, high profile, and strategy-based position and our reputation relies on us onboarding only the best in the business. In return, you'll have the opportunity to take your career to new heights while securing ownership in our employee-led firm.
What You'll Do
- Meet or exceed set minimum production goals annually, tracking established revenue of new, lost, and retained business against budget
- Collaborate with clients on internal strategy and value of Woodruff Sawyer's offerings to meet clients' critical initiatives
- Seek out opportunities pertaining to existing clients, including new business and cross-sell opportunities
- Develop compelling solutions and strategies to attract prospects within a specific private client risk management niche or product area
- Establish and maintain a list of target accounts and spheres of influence, developing a strategy for the sales efforts required to penetrate opportunities
- Be known as a thought leader on personal risk management methods and ideas, visible within social media and throughout your network
- Assist in the development of products and services
- Develop and provide a strategic overview on accounts, working with the assigned service team to deliver on our service model, and engage as necessary in client details to achieve client retention targets
- Build and maintain C-suite or key decision-maker relationships
- Keep clients informed of market conditions
- Maintain specific industry/coverage/technical expertise and serve as a proactive resource on the team; ability to partner with other Producers
- Keep abreast of market changes, developing trends and maintain awareness of competition
- Participate in relative industry and trade association meetings and events
This job is for you if…
- You have a demonstrable track record of meeting or surpassing established growth and profitability goals; proven success in selling and prospecting new business opportunities
- You have excellent presentation skills in a sales environment
- You are proficient with Microsoft Office
- You excel at verbal, written and interpersonal communication
Experience & Qualifications
- 4-8+ years of proven industry experience
- Demonstrated ability to resolve sophisticated client concerns
- Bachelor's Degree preferred, but at least a high school diploma or equivalent required
- Required to obtain the applicable insurance license(s) within 90 days of date of hire
- Valid Driver's license and reliable transportation required
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 $125,000.00 - $175,000.00. Salary offered will be dependent upon geography, experience, and expertise of the candidate.
This position is also eligible to participate in an annual production incentive program to earn additional compensation. The amount of additional compensation varies based on the terms and conditions of the program.
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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.