Insurance Account Manager

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Access Wave 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 Access Wave 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.

The Account Manager provides administrative and customer service support for insurance‑related activities. This role involves managing policy details, processing applications, and assisting clients with their insurance needs. The Account Manager ensures that all processes comply with company policies and industry regulations.

• 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.

• 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.

• Base Salary: $65,000 – $85,000, based on experience and qualifications
• Bonus:
  Eligible for discretionary bonus
• Ownership Opportunity:
  Potential for ownership equity based on performance and tenure
• Benefits:
  Comprehensive Medical, Dental, and Vision coverage, plus a 401(k) plan with up to 4% company match