Account Manager

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.

The Account Maanger 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 Executive ensures that all processes comply with company policies and industry regulations.

• Ensure accuracy of policy documents and data input into agency management systems
• Marketing new & existing business (commercial & personal)
• Client support / info collection
• Customer service
• Manage daily client service requests, renewals, policy changes, certificates, etc.
• Policy administration
• Application processing

• 3-5 years of experience at an insurance brokerage - mixed commercial & personal experience - generalist
• experienced in handling back office operations across the entire client lifecycle
• Epic experienced
• P&C Licensed
• Strong written & verbal communication; comfortable getting on the phone with clients; interpersonal skills
• Highly motivated and accountable
• Detail-oriented with excellent organizational and multitasking abilities

• Base Salary: $60,000 - $90,000 based on experience and qualifications
• Bonus & Commissions: Eligible for discretionary bonus and commission structure
• Ownership Opportunity: Potential for ownership equity based on performance and tenure
• Benefits: Comprehensive Medical, Dental, and Vision plans + Retirement plans 

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