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Home Flexible Job Board Self-Funded Account Executive

Salary Unstated 72d ago

Self-Funded Account Executive

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Amwins

Charlotte, NC, US

Full-time Permanent Remote

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Summary

The Account Executive supports the presale process by collaborating with Sales Executives to implement marketing strategies for new and renewal accounts. They manage daily client services, including policy processing, invoicing, and acting as a liaison between internal departments and external vendors.

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.

If you are ready to contribute to a collaborative and dynamic work environment, apply now! Be part of a team that values your skills and offers opportunities for professional growth.

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.  

About the company

Amwins

At Amwins Benefits, we’ve created a portfolio of capabilities that span the benefits landscape, and we deliver them with hands-on service and expertise you can trust. So, whether you need a partner for the day-to-day or a problem solver for the complex, our goal is that whenever you think of benefits, you think of us.
Whether it's small to mid-market, self-funded, ancillary, exclusive programs, or retiree healthcare, you can count on us for a fully integrated experience, in-depth regional expertise, customized retailer marketing strategies and white-glove sales support.

Founded

1968

Company size

1,001-5,000 employees

Industry

Insurance

Org type

Privately Held

Headquarters

Charlotte, North Carolina

Apply Now

About the company

Amwins

At Amwins Benefits, we’ve created a portfolio of capabilities that span the benefits landscape, and we deliver them with hands-on service and expertise you can trust. So, whether you need a partner for the day-to-day or a problem solver for the complex, our goal is that whenever you think of benefits, you think of us.
Whether it's small to mid-market, self-funded, ancillary, exclusive programs, or retiree healthcare, you can count on us for a fully integrated experience, in-depth regional expertise, customized retailer marketing strategies and white-glove sales support.

Founded

1968

Company size

1,001-5,000 employees

Industry

Insurance

Org type

Privately Held

Headquarters

Charlotte, North Carolina

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