Commercial Lines Account Manager

Job Overview

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Employment Type

Full-time
Part-time
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Work Schedule

Flexible
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Benefits

Health Insurance
401(k) with a 4% match
Work from home
flexible schedule
Paid Time Off
Retirement Plan
Professional development support

Job Description

WAHVE is a pioneering company in the insurance sector, dedicated to transforming how experienced insurance professionals transition into retirement. The company emphasizes flexibility, autonomy, and work-life balance by providing highly qualified candidates the chance to continue their careers from the comfort of their own homes. This approach allows insurance veterans to maintain their professional skills and contribute to the industry without the traditional constraints of office environments. WAHVE is celebrated for creating a welcoming and supportive virtual workplace, where leadership values and respects its staff as much as its clients. This unique work model is especially appealing in today's evolving employment landscape, where remote work opportunities are increasingly sought after. WAHVE combines a passion for delivering superior customer service with a commitment to preserving valuable insurance industry knowledge, ensuring that experienced professionals remain engaged and impactful.

The current role available at WAHVE is a Commercial Lines Account Manager position, which primarily serves independent retail brokers in the Property and Casualty insurance domain. This opportunity is suitable for those with established expertise in commercial lines insurance, seeking to leverage their skills in a remote work setting that offers long-term stability and meaningful engagement. The position allows candidates to choose between full-time or part-time schedules, tailoring work hours to their personal needs and lifestyle preferences, making it an ideal fit for professionals phasing into retirement or looking for greater control over their work environment.

As a Commercial Lines Account Manager at WAHVE, the incumbent will be responsible for managing client accounts by fostering and strengthening relationships through outstanding customer service. Key tasks include preparing insurance applications, marketing new and renewal risks, and reviewing contracts. The role also involves coordinating with underwriters to secure quotes, bind coverage, and issue policies, demanding a detail-oriented and proactive approach to ensure accuracy and completeness of policy documentation. Candidates with experience using industry-standard agency management systems such as EPIC, AMS360, Sagitta, or Hawksoft are preferred, with a high demand for EPIC experience.

WAHVE uniquely caters to insurance professionals with substantial work experience, specifically requiring at least 25 years of full-time work history and the last 10 years in Commercial Lines Property and Casualty insurance. This emphasis on extensive professional background ensures that WAHVE's clients receive service from knowledgeable, seasoned experts. In return, WAHVE offers a range of benefits including health insurance eligibility, a 401(k) plan with a 4% company match, and the clear advantage of working remotely—eliminating commuting stress and office pressures. The role empowers insurance professionals to select the type of work they wish to do now, maintaining their career vitality and staying connected with a dynamic team of like-minded industry veterans. Applications to join WAHVE's innovative platform begin with a straightforward profile completion and prompt connection with a qualification specialist. This seamless process exemplifies WAHVE's commitment to making career continuation easy and rewarding for experienced insurance professionals.

Job Requirements

  • 25 years of full-time work experience
  • 10 most current years of Commercial Lines Property and Casualty insurance experience
  • Ability to work from home
  • Proficiency with insurance agency management software preferred
  • Strong organizational and multitasking skills
  • Reliable internet connection for remote work

Job Qualifications

  • Extensive experience in Commercial Lines Property and Casualty insurance
  • Skilled in customer service and client relationship management
  • Proficient in using agency management systems such as EPIC, AMS360, Sagitta, or Hawksoft
  • Strong attention to detail in contract and policy review
  • Excellent communication and coordination skills
  • Ability to work independently in a remote environment

Job Duties

  • Manage Commercial Lines client accounts with a focus on building and strengthening relationships by providing exceptional customer service
  • Prepare applications and market new and renewal risks
  • Responsible for contract review and issuance of Certificates of Insurance
  • Coordinate with underwriters to obtain quotes, bind coverage and issue policies
  • Review policies, binders, and endorsements for accuracy and completeness
  • Utilize industry agency management systems like EPIC, AMS360, Sagitta, or Hawksoft

Job Criteria

Experience

Expert Level (7+ years)


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