Business Development Coordinator - Woodruff Sawyer
Lake Oswego, OR
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 Business Development Coordinator (BDC) at Woodruff Sawyer, one of the largest insurance brokerage and consulting firms in the nation, you will be a key player in growing our business. Reporting to the BDC Manager and working closely with the Regional Growth Leader, you'll directly support the Producers that drive our new business and client retention. This position requires strong organizational skills, effective communication, and the ability to adapt to the tools we use to facilitate business expansion. It is a hybrid role, with 2 days in the office and 3 days working remotely.
What You'll Do
- Work with the BDC Manager, who will drive training & development opportunities
for you and be a liaison between you and Regional Growth Leader - Work with the Regional Growth Leader (RGL) to support the key initiatives and growth objectives in the region
- Become a Salesforce expert (with our help!) and manage all reports and dashboards, while being the first line of support for Producers troubleshooting issues with the platform
- Create, review, and update presentations in PowerPoint, Excel, and other tools
- Support in-person and virtual events in partnership with the Field Marketing team
- Support Producers in handling prospect lists, forecasting, and new client entries
- Work with Producers to support them in accurately maintaining their pipelines and drive the data needed for monthly sales meetings
- Help run Salesforce campaigns and track outreach and attendance
- Research potential accounts and leads on assigned target account lists in partnership with the Market Growth team
- Work closely with Sales Enablement to support the onboarding and training of new Producers as well as ongoing trainings and new system roll outs
This job is for you, if...
- You are highly organized and have A+ communication skills - speaking, writing, and listening.
- You are a doer and a problem solver. This job is for someone who has a strong instinct to act, enjoys getting things done and is committed to getting it right.
- You have a mix of excellent MS Office skills, a good eye for design, and good communication skills, allowing you to work directly with Sales team members on their requests.
- You have experience with Salesforce (preferred) or another CRM system.
- You are capable of learning new systems and have the patience to guide others as a trusted resource.
Experience & Qualifications
- 1+ years of experience in sales, account management, or a customer-facing role
- Bachelor's degree or equivalent experience
- Experience with the Salesforce ecosystem is a plus
- Experience in insurance or a similar service-based industry, B2B environment, and/or selling or marketing to the C-suite is preferred
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 $64,000.00 - $95,000.00. 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 8% of salary annually, based on individual and Company performance.
#LI-HYBRID
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.