Position Summary

The Account Manager position provides new and renewal sales and service assistance to Amwins Broker Select and Legacy accounts (size one and above to include acquired business through broker acquisition) and is responsible for being equipped with excellent knowledge in all insurance benefit programs.

Responsibilities

• Discuss account renewals, alternate product options, final decisions, and compliance with clients to ensure successful retention of accounts.
• Submit final renewal elections and paperwork to support, carriers, and Enrollment & Billing.
• Coordinate Employee Benefit Guide deliveries to client groups and conduct education meetings via teams or in-person meetings.
• Handle escalated issues with the assigned block of business, including overall service, billing, or claims issues, and provide feedback to management.
• Acquire “Prospect referrals” from current clients to potential new clients and identify “additional lines” of business opportunities within current clients.
• Keep informed regarding carriers, products, procedures, and legislation by attending internal and external education meetings and required monthly staff and sales meetings.
• Some travel to clients required – MD, DC, and VA areas.
• Perform other special duties and projects as assigned.

This list is not intended to be an all-inclusive representation of the responsibilities of this position but instead, is intended to present a summary of its major functions. Specific assignments may be changed at the discretion of management.

Education, Training, Licensing & Certification Requirements

Must have current Health and Life license.

Experience Requirements

• Two years of employee benefits experience.
• Excellent written and verbal communication skills, including public speaking skills.
• Able to present to business owners and employees regarding health insurance.
• Must be familiar with Microsoft Office (Excel, Word, and PowerPoint).