Account Manager - Insurance Industry (Hybrid)

Waldorf Risk Solutions (“Waldorf”) – Insurance Professionals since 1928

Waldorf is continuing to grow and we are looking for a sharp, seasoned 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 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, quality
standards, 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 teams
requirements, discuss project impediments, and to escalate issues, which cannot be resolved

• Model effective, positive working relationships with Associates and clients

Knowledge, Skills & Abilities Required:

• Bachelors degree or a minimum of 5 years of insurance industry experience

• 5 ‐ 10 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)

• Ability and willingness to learn new software systems

• Valid P&C license required, CLCS or equivalent designation highly desired.

The Waldorf Commitment

Waldorf Risk Solutions is a family owned and operated insurance brokerage and risk management firm. For over 85 years we have been creating insurance solutions for Religious Organizations, Educational Institutions, Health Care Facilities and Non-Profit Social Service Agencies.

Unlike the larger insurance brokers and middle market generalists, Waldorf Risk Solutions is a recognized insurance and risk management specialist for the Religious, Education, Health Care and Non-profit Social Service sectors. Our focus within these sectors for nearly a century has identified Waldorf Risk Solutions as the premier risk and insurance expert within the class. This uncompromised concentration offers clients and industry partners a wealth of intellectual resources otherwise not available in the commercial marketplace.

Waldorf Risk Solutions maintains a client centric culture utilizing a consultative professional approach to identify client’s risk concerns, establish objectives, advocate on their behalf, and deliver cost effective sustainable solutions eliminating any uncertainties.

To deliver unsurpassed industry knowledge, to be creative and innovative, to provide undivided client dedication, and to uphold the highest of confidentiality and integrity in all our dealings.