Self-Funded Account Executive

Amwins; United States; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

Benefits from day one

PTO and paid holidays

Continual learning

Annual bonus program

Job summary

Amwins is seeking an Account Executive to join our Self-Funded team, driving presale activities and supporting the Sales Executive in growing client relationships.

You will manage client services, assist with marketing strategies for new and renewal accounts, handle policy processing, invoicing, and documentation, while coordinating with internal teams.

This role offers a hybrid work arrangement, a comprehensive benefits package from day one, and a performance-based annual bonus program.

Qualifications

• 3+ years in Group Benefits with at least 1+ years in Account Management.
• Stop loss and/or Ancillary coverage knowledge preferred.
• College degree or 2-3 years of equivalent work experience preferred.
• Health and Life insurance license required or willingness to obtain.
• Proficiency with Excel, Outlook, SharePoint, and Teams.

Responsibilities

• Support presale process and collaborate with the Sales Executive.
• Develop and implement marketing strategies for new and renewal accounts.
• Provide daily client services including processing policies, endorsements, invoicing, and certificates.
• Respond to client and carrier inquiries accurately and timely.
• Maintain electronic files and document client meetings/issues/decisions.
• Manage assigned accounts to meet deadlines and ensure compliance.
• Coordinate with internal departments and external sources as needed.
• Prioritize workload and balance new business, renewal business, and service tasks.
• Perform other duties and projects as assigned.

Skills

Group Benefits

Account Management

Communication

Attention to detail

Multi-tasking

Confidentiality

Flexibility

Team collaboration

Project coordination

Customer service

Education

College degree or equivalent

Tools

Excel

Outlook

SharePoint

Teams

Job description

Join Our Team as an Ambitious Account Executive at Amwins Self-Funded!

Are you driven and ready to play a pivotal role in the growth and success of our organization? We are seeking a passionate Account Executive to join our team, contributing to the maintenance and expansion of our business.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company’s success.

Learn more about us at amwins.com/benefits.

As an Account Executive, you will be a key contributor to the presale process, working closely with your assigned Sales Executive.

Responsibilities include:

• Strategic Marketing : Collaborate with the Sales Executive to develop and implement marketing strategies for new and renewal accounts.
• Communication Support : Act as the primary communication support to the Sales Executive.
• Client Services : Provide daily client services, including processing and reviewing policies, endorsements, invoicing, certificates of insurance, etc.
• Responsive Communication : Respond to client and carrier inquiries accurately and in a timely manner.
• File Maintenance : Take ownership of electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions.
• Account Management : Manage assigned accounts in a timely manner, ensuring internal/external compliance and meeting deadlines.
• Liaison Role : Serve as a liaison between internal departments, providing communication and support to external sources (Sales, Broker support, carrier vendors, etc.).
• Workload Prioritization : Plan, prioritize, and complete day-to-day workload, balancing new business, renewal business, and day-to-day service responsibilities.
• Other duties & projects, as assigned.

Qualifications:

• Experience : 3+ years in Group Benefits with at least 1+ years in Account Management required.
• Industry Knowledge : Stop loss and/or Ancillary coverage knowledge strongly preferred.
• Education : College degree or 2 to 3 years of equivalent work experience strongly preferred.
• Licensing : Must already have or be willing to obtain a Health and Life insurance license.
• Technical Proficiency : Proficiency with Excel, Outlook, SharePoint, and Teams required.
• Confidentiality : Ability to maintain strict confidentiality.
• Organizational Skills : Strong organizational skills and high attention to detail required.
• Communication Skills : Ability to effectively communicate, both written and verbally, with internal and external parties.
• Adaptability : Ability to multi-task, adjust to changing priorities, and meet deadlines in a fast-paced environment.
• Team Collaboration : Ability to work cooperatively and jointly with various staff members.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.