Self-Funded Account Executive

Amwins•Charlotte, NC

8d•Hybrid

About The Position

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. 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.

Requirements

3+ years in Group Benefits with at least 1+ years in Account Management required.
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.
Must already have or be willing to obtain a Health and Life insurance license.

Nice To Haves

Stop loss and/or Ancillary coverage knowledge strongly preferred.
College degree or 2 to 3 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.