Personal Lines Account Manager - Insurance - REMOTE

Weingart Foundation; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company in the insurance sector is looking for experienced Account Managers to work from home, focusing on Personal Lines for retail broker clients. Responsibilities include client account management and exceptional service to strengthen relationships. Candidates should have extensive insurance experience, with benefits including health insurance and a flexible work schedule.

Benefits

Health insurance based on eligibility

401(k) with 4% match

Flexible work schedule

Work from home

Qualifications

• 25 years of full-time work experience required.
• 10 years of Personal Lines Property & Casualty insurance experience required.

Responsibilities

• Manage Personal Lines client accounts.
• Prepare applications and market new/renewal risks.
• Review contracts and issue Certificates of Insurance.

Skills

Customer Service

Relationship Management

Certificate of Insurance Issuance

Contract Review

Policy Binding

Tools

EPIC

AMS360

Sagitta

Hawksoft

Job description

Put your Insurance Experience to work – FROM HOME!

At WAHVE, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career working from home. As we say – retire from the office but not from work. Our unique platform provides you with real work/life balance and allows you to customize your own work schedule while continuing to utilize your insurance expertise in a remote, long-term position which includes company benefits!

WHAT YOU’LL LOVE ABOUT WAHVE

We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff and our clients. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference by the work that we do.

WHAT WE ARE SEEKING

We have assignments available to help our Property & Casualty independent retail broker clients in Personal Lines for Account Manager positions. Responsibilities may include:

• Manage Personal 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).
• Obtain and/or review quotes.
• Bind and/or check policies.
• Request endorsements.
• Experience using EPIC, AMS360, Sagitta or Hawksoft independent agency management system is preferred. Current HIGH DEMAND for EPIC.

TO BECOME A WORK-AT-HOME VINTAGE EXPERT, WE REQUIRE

• 25 years of full-time work experience
• 10 most current years of Personal Lines Property & Casualty insurance experience

BENEFITS OF BECOMING A WAHVE VINTAGE EXPERT

• Health insurance based on eligibility.
• 401(k) with a 4% match.
• Retire from the office but not from work.
• Eliminate the office stress and the commute.
• Choose the work you would like to do now.
• Customize your schedule – full or part time.
• Utilize your years of insurance industry knowledge.
• Be part of our dynamic yet virtual team environment and connect with other experienced insurance professionals like yourself!

HOW TO GET STARTED

Click APPLY NOW to complete our simple preliminary profile. Be sure to include your preferred contact information as one of our Qualification Specialists will connect with you promptly.

WE LOOK FORWARD TO MEETING YOU!