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)
Work from home

Job Description

WAHVE is a progressive company that redefines how experienced insurance professionals can approach their career transitions, especially as they consider phasing into retirement. By offering qualified candidates the opportunity to work from home, WAHVE is revolutionizing the traditional retirement path. The company values significant insurance experience and encourages seasoned professionals to 'retire from the office but not from work,' providing a unique blend of flexibility, professionalism, and ongoing engagement with the insurance industry. As a remote-first employer, WAHVE is dedicated to fostering real work-life balance, allowing its employees to tailor their work schedules to fit their personal lives without sacrificing professional fulfillment or financial stability.

WAHVE specializes in connecting experienced insurance experts, particularly those with commercial lines property and casualty knowledge, with clients who are independent retail brokers in the insurance industry. The company offers both full-time and part-time positions, giving employees the freedom to choose roles that best suit their lifestyle preferences. These roles are long-term and come with company benefits, further enhancing the appeal to professionals nearing retirement who want to continue leveraging their expertise without the demands of commuting or a traditional office environment.

The role available at WAHVE is for a Commercial Lines Account Manager, a position integral to working with clients who are independent retail brokers specializing in property and casualty insurance lines. The core responsibility of this role is to manage client accounts with a focus on building and strengthening relationships by delivering exceptional customer service. Candidates will handle a variety of tasks, including preparing applications, marketing new and renewal risks, contract review, and issuing Certificates of Insurance (COI's). Coordination with underwriters to obtain quotes, bind coverage, and issue policies is also a significant part of the role, as is reviewing policies, binders, and endorsements to ensure documents are accurate and complete.

Importantly, experience using agency management systems such as EPIC, AMS360, Sagitta, or Hawksoft is preferred, with a high demand specifically for EPIC users. The company places a strong emphasis on protecting and preserving insurance industry knowledge, making this an ideal opportunity for experienced professionals who are looking for a supportive and dynamic yet fully virtual team environment. Working at WAHVE means being part of a community that values expertise and is passionate about delivering top-tier customer service while enjoying the benefits of remote work.

This role is especially suitable for mature professionals with extensive experience, as WAHVE requires 25 years of full-time work experience along with the 10 most recent years in Commercial Lines Property and Casualty insurance. The combination of extensive experience requirements and flexible scheduling options makes this an appealing opportunity for seasoned insurance experts who wish to continue their careers in a supportive, stress-free remote work environment. WAHVE’s commitment to providing a welcoming atmosphere, professional leadership, and meaningful work ensures that employees feel valued and motivated to contribute their best efforts every day.

Job Requirements

  • 25 years of full-time work experience
  • 10 most current years of commercial lines property and casualty insurance experience
  • ability to work remotely from home
  • excellent communication skills
  • reliable internet connection
  • self-motivated and disciplined work ethic

Job Qualifications

  • 25 years of full-time work experience
  • 10 most current years of commercial lines property and casualty insurance experience
  • proficiency in using EPIC, AMS360, Sagitta or Hawksoft independent agency management systems preferred
  • excellent communication and interpersonal skills
  • strong attention to detail and organizational abilities
  • ability to work independently in a remote environment

Job Duties

  • manage commercial lines client accounts with the focus on building and or 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 (coi's)
  • coordinate with underwriters to obtain quotes, bind coverage and issue policies
  • review policies, binders, and endorsements for accuracy and completeness
  • utilize EPIC, AMS360, Sagitta or Hawksoft agency management systems as required

Job Criteria

Experience

Expert Level (7+ years)


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