Account Executive

Amwins • Scottsdale, AZ

20d

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree