Account Executive
Current• Create workflow charts, renewal presentations, and office and client specific marketing material • Calculate run loss reports and claims data in Microsoft Excel and office-wide software• Conduct research into potential risks and market trends to report to account managers for current and prospective clients • Prepare presentations for prospective client meetings by reviewing client history, facts, and potential risks associated with the account• Produce pricing matrices for new or potential products to offer Waldorf clients based on historical claims data analysis and market trends• Build presentations for prospective clients based on market data, potential risks and coverage needs• Assist Account Managers with reviewing and highlighting renewal policy changes prior to binding