Account Executive

AmwinsScottsdale, AZ

About The Position

Join Our Team as an ambitious Account Executive Amwins Self-Funded LLC.! 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 contribute to the maintenance and expansion of our business.

Requirements

  • 3+ years in Group Benefits with at least 1+ years in Account Management required.
  • Must already have or be willing to obtain a Health and Life insurance license.
  • Proficiency with Excel, Outlook, SharePoint, and Teams required.
  • Ability to maintain strict confidentiality.
  • Strong organizational skills and high attention to detail required.
  • Ability to effectively communicate, both written and verbally, with internal and external parties.
  • Ability to multi-task, adjust to changing priorities, and meet deadlines in a fast-paced environment.
  • Ability to work cooperatively and jointly with various staff members.

Nice To Haves

  • Stop loss and/or Ancillary coverage knowledge strongly preferred.
  • College degree or 2+ years' of equivalent work experience strongly preferred.

Responsibilities

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

Benefits

  • Flexible scheduling options.
  • Comprehensive benefits package from day one.
  • Generous Paid Time Off (PTO).
  • Paid holidays.
  • Annual Bonus Program.
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