Account Manager
Company: Waldorf Risk Solutions, LLC
Location: Islip
Posted on: February 22, 2021
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Job Description:
Waldorf Risk Solutions ("Waldorf") - Insurance Professionals
since 1928Waldorf is continuing to grow and we are looking for a
sharp, professional Commercial Account Manager to join our team.
The Account Manager manages the day-to-day relationships between
Waldorf and our clients. The Account Manager works on the clients
insurance program, including but not limited to endorsements,
certificates, coverage questions, renewal control, proposal
preparation, checking and binding policies. The Account Manager
works daily with producers on servicing new business, renewals,
sales & marketing strategies.Responsibilities Include:Manage all
facets of renewal process--- Orchestrate, create and compile
renewal presentations--- Gather renewal underwriting information,
as needed--- Oversee process of preparing and updating underwriting
specifications--- Coordinate coverage placement through
instructions provided, review and deliver binders,invoices,
etc.Manage ongoing account service activities--- Meet regularly
with Sales Producer to update, collaborate and inform--- Maintain
business relationships with clients--- Coordinate activities on
accounts--- Review and deliver summary, proposals and policies---
Maintain current Insurance summaries on all accounts--- Manage
Client Expectations (Stewardship Report, Pre-Renewal Meetings,
etc.)Client Service Team members--- Develop and foster an engaged
team, committed to respect, trust, and open communication---
Facilitate problem solving and collaboration, in response to
challenges--- Focus on meeting client needs through accepted work
procedures and processes, qualitystandards, techniques and tools to
support task performance--- Ensure deliverables are prepared to
professional standards and satisfy client expectations--- Work
closely with department Manager to obtain necessary resources to
support the teamsrequirements, discuss project impediments, and to
escalate issues, which cannot be resolved--- Model effective,
positive working relationships with Associates and
clientsKnowledge, Skills & Abilities Required:--- Bachelors degree
or a minimum of 6 years of insurance industry experience--- 4 - 5
years experience in commercial insurance services--- Motivated
self-starter, with attention to detail--- Excellent verbal and
written communication skills, with a professional image and
demeanor--- Strong organizational and analytical skills with a
pleasant and outgoing personality--- Proficiency with AMS360,
ImageRight, CSR24 and MS Office Software (Excel, Outlook,
Word,PowerPoint)
Keywords: Waldorf Risk Solutions, LLC, Stamford , Account Manager, Executive , Islip, Connecticut
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