Insurance Account Manager

AccessWave; Red Bank (NJ); On-site; USD 55,000 - 85,000; Full time

Job summary

AccessWave is seeking an Account Manager to provide administrative and customer service support for insurance-related activities. You will respond to inquiries, assist with applications and renewals, and manage client relationships across all insurance touchpoints.

Responsibilities include processing claims, maintaining policy records, generating reports, and ensuring regulatory compliance. Strong communication, attention to detail, and experience in an insurance brokerage are essential.

Qualifications

• High school diploma or equivalent; associate degree or higher preferred.
• 3-5 years of experience in an insurance brokerage.
• Experience with carriers (Travelers, Chubb, Ascot Group) and wholesale brokers (Amwins).
• P&C Insurance Producer License.

Responsibilities

• Respond to customer inquiries via phone, email, or in-person with accurate policy information.
• Assist clients with policy applications, renewals, and updates.
• Foster strong client relationships and provide guidance across insurance touchpoints.
• Review and process insurance claims; coordinate with adjusters for resolution.
• Maintain accurate policy records and distribute documents.
• Assist with processing applications and ensure timely submissions.
• Input and update client data; generate reports as needed.
• Ensure compliance with company policies and regulatory requirements.
• Collaborate with underwriters and agents to resolve issues and support underwriting.

Skills

Strong communication

Interpersonal skills

Detail-oriented

Organizational skills

Multitasking

Problem-solving

Google Workspace

Applied EPIC

Client relationship management

Education

High school diploma or equivalent

Associate degree or higher in Business Administration

Tools

Google Workspace

Applied EPIC

Job description

About AccessWave

AccessWave is a dynamic community designed for private business owners, principals, and C-level executives seeking actionable insights from seasoned leaders who have faced similar challenges. We provide relevant introductions to support critical growth decisions, when needed. Our revenue model includes monetization through AccessWave Select LLC, our insurance agency division, as well as our financing matchmaking services. Our mission is to be a trusted, valued resource that empowers private business leaders to make their most challenging growth decisions.

Account Manager

The Account Manager provides administrative and customer service support for insurance-related activities.

Key Responsibilities

• Customer Service
  • Respond to customer inquiries via phone, email, or in-person, providing accurate information about policies, coverage, and claims.
  • Assist clients with policy applications, renewals, and updates.
• Client Management
  • Foster strong, trusted client relationships, anticipating and proactively addressing their evolving needs.
  • Provide guidance and advocacy for clients across all insurance touchpoints, from initial policy inquiries to renewal processes.
• Claims Processing
  • Review and process insurance claims, ensuring all necessary documentation is provided.
  • Coordinate with adjusters and other departments to facilitate claim resolution.
• Policy Administration
  • Maintain accurate records of policy details, endorsements, and amendments.
  • Prepare and distribute policy documents and certificates of insurance.
• Application Processing
  • Assist clients with the insurance application process by gathering required documentation, reviewing completed forms for accuracy, and submitting applications to carriers for approval.
  • Ensure timely and accurate processing of new applications, renewals, and updates.
• Data Management
  • Input and update client and policy information in the company’s database.
  • Generate reports and analyze data as needed for internal and external purposes.
• Compliance and Quality Assurance
  • Ensure all insurance transactions and documentation adhere to company policies and regulatory requirements.
  • Conduct regular audits of records to ensure accuracy and compliance.
• Support and Coordination
  • Collaborate with underwriters, agents, and other insurance professionals to resolve issues and support the underwriting process.
  • Provide administrative support for insurance programs and initiatives.

Experience and Skills

• Education: High school diploma or equivalent; Associate’s degree or higher in Business Administration, Insurance, or a related field preferred.
• Experience: 3-5 years of experience in an insurance brokerage.
  • Experienced in handling back-office operations across the entire client lifecycle.
  • Comfortable with high volume of client calls.
  • Experience working with insurance ecosystem players:
    • Carriers (e.g., Travelers, Chubb, Ascot Group)
    • Wholesale Brokers (e.g., Amwins)
  • P&C Insurance Producer License.
• Skills:
  • Strong communication and interpersonal skills.
  • Proficiency in Google Workspace and Applied EPIC.
  • Detail-oriented with excellent organizational and multitasking abilities.
  • Problem-solving skills and the ability to work under pressure.

IMPORTANT: APPLICANTS PLEASE READ: Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Solely to help us comply with federal and state Equal Opportunity record keeping, reporting, and other legal requirements, we request that you complete this data information questionnaire. Refusal to complete this information will not subject any applicant or employee to adverse treatment. The information that you provide will be recorded and maintained in a confidential file, separate from all other records. This information will not be used in consideration for your employment.