Stop Loss Account Executive

Amwins; Washington (District of Columbia); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision

PTO and holidays

Hybrid work environment

Annual bonus program

Job summary

Amwins Self-Funded is seeking an Account Executive to play a pivotal role in growing and maintaining our client base. The role involves presales collaboration with the Sales Executive, strategic marketing for new and renewal accounts, and providing daily client services.

Ideal candidates bring 3+ years in group benefits or related insurance, strong Excel/Outlook/SharePoint/Teams skills, and excellent communication and organizational abilities to thrive in a hybrid work environment with

Qualifications

• Strong communication skills with internal and external stakeholders.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Experience in Group Benefits or related insurance products is preferred.

Responsibilities

• Support presale activities with the Sales Executive to drive new and renewal accounts.
• Develop and implement marketing strategies for accounts in collaboration with the Sales Executive.
• Provide daily client services including processing policies, endorsements, invoicing, and certificates of insurance.
• Respond to client and carrier inquiries accurately and promptly.
• Maintain electronic files and documentation of client meetings, issues, and decisions.
• Manage assigned accounts ensuring compliance and timely deadlines.
• Coordinate with internal teams and external sources to support Sales and client service efforts.

Skills

Client communication

Organization

Multitasking

Proactive problem solving

Education

College degree

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.

The Amwins Advantage: Benefits & Perks

• Medical, Dental, Vision available your first day of employment
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities