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Amwins

Wholesale distributor of specialty insurance solutions

Employee Benefits Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeScottsdale, AZ, USA

About the Job

Requirements

  • At least 3 years of experience in Group Benefits; 1 or more years in Account Management is strongly preferred.
  • A bachelor's degree is strongly preferred.
  • An Arizona Life & Health Insurance License is preferred.
  • Strong business acumen, teamwork, written and verbal communication, organizational, and time-management skills.
  • A sense of urgency, attention to detail, and a desire to learn are required.
  • Proficiency in Microsoft Office programs, including Word, Excel, and Outlook.

Responsibilities

  • Partner with Sales and Account Executives to develop and implement strategies for new and renewal accounts, and collaborate with internal departments to align services with the organization's value proposition and strategic goals.
  • Work with brokers, clients, administrators, and carriers to support Stop Loss pricing, account management, claims administration, and premium services; process policies, endorsements, invoices, and certificates of insurance.
  • Coordinate client payment processes with the premiums department, ensure timely premium receipt and disbursement, investigate variances, and audit program invoicing.
  • Liaise among the field team, brokers, clients, claims analysts, and carriers to facilitate claim reimbursement; work with the Claims team to receive and audit eligibility documents, monitor missing claims and year-end reporting, and ensure claims are paid within contract periods.
  • Serve as the primary communication contact between internal departments and external partners throughout the client lifecycle.
  • Manage account compliance and adherence to PHI and HIPAA privacy guidelines; process confidentiality agreements and business associate agreements, and distribute Schedule A documents to brokers and clients upon request.
  • Set up and maintain electronic files, document client meetings, issues, and decisions, review and track policy and plan documents by client and policy year, and monitor client status from sale through implementation and final policy delivery.
  • Build and maintain relationships with Sales and Account Executives and external partners through email, telephone, and networking.
  • Plan, prioritize, and complete daily workload across new business, renewals, and service responsibilities.
  • Protect the confidentiality, integrity, and availability of protected health information.
  • Apply analytical thinking and problem-solving to address client and policy needs.
  • Collaborate with cross-functional teams to achieve shared objectives.
  • Maintain accurate records and deliver high-quality service through attention to detail and organization.

Desired Qualifications

  • At least 1 year of Account Management experience is strongly preferred.
  • Experience in employee benefits, account management, project management, human resources, or concierge services is desired.
  • An Arizona Life & Health Insurance License is preferred.

About the Company

Amwins

Wholesale distributor of specialty insurance solutions

What Amwins does: Amwins is the largest wholesale distributor of specialty insurance products and services in the United States. It works across property, casualty, group benefits, and reinsurance, serving insurance brokers, agents, and carriers with tailored solutions. How its product works: Amwins provides access to specialized insurance products and adds services such as product development, underwriting, premium and claims administration, and actuarial support, generating revenue by distributing these products and through the related services. How it is different from competitors: It stands out by its size and breadth in the wholesale specialty market, offering a wide range of product lines along with comprehensive administrative and actuarial services to a network of brokers and carriers. What its goal is: to help its clients meet their insurance needs with customized solutions and to maintain leadership in the wholesale specialty market while growing its market share.

Company size
5,001-10,000
Company stage
Private
Total funding
$53.5M
Headquarters
Charlotte, NC
Founded
2001

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