Personal Lines Account Manager - Insurance - REMOTE

WAHVE LLC; United States; Remote; USD 75,000 - 120,000; Full time

Job summary

WAHVE LLC is seeking a highly experienced Personal Lines Account Manager to work from home. You will manage client accounts, prepare applications, and market risks for Property & Casualty clients, focusing on exceptional service and accurate COI issuance.

The role emphasizes long-term remote work options with part- or full-time schedules, leveraging your deep insurance knowledge to support independent broker clients from a home-based setting.

Qualifications

• 25 years of full-time work experience in insurance.
• 10 most current years of Personal Lines Personal & Casualty experience.
• Experience using agency management systems such as EPIC/AMS360/Sagitta/Hawksoft.

Responsibilities

• Manage Personal Lines client accounts with a 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.

Skills

Account management

Customer service

Relationship building

Insurance industry knowledge

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 choose a full or part-time 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.
• 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 based on eligibility.
• Voluntary Dental, Vision, Life Insurance and Accidental Death & Dismemberment (AD&D).
• Retire from the office but not from work.
• Eliminate the office stress and the commute.
• Choose the work you would like to do now.
• 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!