Amwins

Role Description Amwins is looking for an Underwriting Assistant to join the Amwins Special Risk Underwriting team. By providing support to our underwriters and clients through servicing a high volume of accounts while giving great attention to detail, Underwriting Assistants are an essential part of the success of our firm. We are looking for individuals who are eager to add their unique value to the team. While working with the industry’s leading wholesalers and surplus lines carriers, our Underwriting Assistants have the opportunity to learn our company from the ground up with exciting opportunities for accelerated advancement. Responsibilities - Setup Submission information for new and renewal business in agency management and rating system - Make, and follow-through with, request for missing information from outside sources - Rates business in UW system for Underwriters - Maintains account logs for control of outstanding items - Completes Bind Form, Issues Policy Numbers - Reviews bound account information - Policy issuance and endorsement processing - QA policies, proposals, and binding acknowledgements - Monitoring various reports for consistency - May order loss control in accordance with company guidelines, reviews completed reports and takes appropriate action, as required - Coordinates with other department personnel where needed - Assist in accounting procedures such as invoicing - Answer incoming calls - Multi-Tasking - Assist in the day-to-day operations as required - Performs other duties as assigned - Data entry into multiple internet-based systems - Use Microsoft Office software, (e.g. Outlook, Word and Excel) Qualifications - 1+ year(s) of office administrative experience - Excellent computer skills including typing proficiency, Microsoft Office proficiency with an emphasis in Excel spreadsheets - Strong written and verbal communication skills - Excellent attention to detail - High-level of motivation - Ability to adapt, learn and identify process improvement opportunities - Ability to prioritize important and pressing tasks - Innate organizational skills, willingness to take on challenges, and focus on personal responsibility Benefits - Includes a salary commensurate with experience - Full benefit package including Medical, Dental, Life, Disability and 401(k) - Collaborative, continuing education focused work environment - Opportunity for advancement - Generous Paid Time Off (PTO) Equal Opportunity Policy The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate’s race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate’s qualifications for the position. We are an equal opportunity employer.

Role Description We are seeking a highly skilled and technically proficient Underwriting Configuration Analyst to join our team. This role demands a disciplined individual with strong experience in delivering full-cycle configuration solutions in collaboration with key business stakeholders. The ideal candidate will thrive in dynamic environments and possess the ability to bridge the gap between business requirements and technical implementation. In this role, you will take ownership of end-to-end solution design and implementation, including: - Reverse engineering of rating logic - Translating underwriting strategies into system configurations - Guiding testing and validation efforts - Contributing to the ongoing development of technical documentation and support materials Qualifications - Strong Excel skills, including formulas, logic structures, and data modeling - Working knowledge of JSON for data structure configuration and manipulation - Experience with API integrations and testing using Postman or similar tools - Familiarity with SQL for querying, data analysis, and troubleshooting - Understanding of Agile methodologies - Ability to work with tools such as Azure DevOps, JIRA, or similar platforms - Experience translating complex business processes into system logic Requirements - Collaborate directly with business partners to define, refine, and finalize requirements for underwriting and rating solutions - Facilitate stakeholder workshops to elicit, prioritize, and validate business requirements across underwriting initiatives - Conduct gap analysis and process mapping to identify opportunities for improvement and ensure alignment between current-state workflows and future-state system configurations - Maintain requirements traceability throughout the project lifecycle, ensuring business needs are consistently reflected in design, development, and testing outcomes - Reverse-engineer rating calculators and migrate logic into modern configuration platforms - Partner with technical teams to validate that implementations align with business requirements - Author user stories, acceptance criteria, and technical documentation based on business goals and system needs - Provide technical leadership and QA support throughout the Software Development Life Cycle (SDLC), especially in Agile/Scrum settings - Conduct system validation using tools such as Postman, SQL queries, and API payloads (JSON) - Collaborate with developers, testers, and business analysts to ensure seamless integration and deployment - Maintain and enhance documentation around configuration standards, testing protocols, and support materials for scaling solutions Benefits - Strong analytical thinker and proactive problem-solver - Self-starter who can operate independently and prioritize effectively - Excellent written and verbal communication skills - Strong interpersonal skills with the ability to tailor communication styles to different stakeholders - Team-oriented mindset with a passion for continuous learning and improvement Nice to Haves - Experience working with Azure DevOps for backlog management and deployment workflows - Previous experience in Agile teams with iterative development cycles - Working knowledge of SQL databases (tables, views, stored procedures) with the ability to write basic queries

Role Description Join our Amwins Connect team as a Large Group Account Manager. This role effectively collaborates across all areas to ensure a positive client experience that leads to retention. - Provides exceptional solutions that support our large group strategies. - Builds and maintains relationships with brokers and provides brokers with timely, solution‐oriented responses to their business need. - Coordinate with Sales and brokers to formulate and implement quoting strategy for account renewals. - Provide alternate product options for large groups and promote the sale of additional products. - Coordinate alternative product proposals for large groups with carriers and provide brokers with needs-based recommendations. - Collaborate with brokers to determine renewal decision, submit final renewal elections for processing, and influence the successful retention of accounts. - Provide feedback and recommendations to management for continuous improvement opportunities based on competitiveness in the market. - Builds and maintains strong product knowledge. - Perform other special duties and projects as assigned. Qualifications - Current Accident and Health and Life Insurance License - Three years of related experience (customer service, health insurance, administrative support, etc) or equivalent of education and experience - Insurance agency experience is preferred - University Degree preferred but not required - Proficient in MS Office software - emphasis in Outlook and Excel Benefits - Compensation includes a salary commensurate with experience - Full benefits package available - Most benefits available first day of employment - Generous Paid Time Off (PTO) - Collaborative, continuing education focused work environment - Career advancement opportunities Company Description Amwins Connect’s mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people. At Amwins our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningfully to our national strategies in a rapidly growing organization.

Role Description Join our Amwins Connect team as a Jr. Broker Sales Representative in Florida! This position is remote for current Florida residents only. This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive results for sales managers, Brokers & the firm. Responsibilities and Duties: - Triage Team Inbox - Review incoming emails - Categorize emails based on type of work - Create service request for work that is done by other departments - Send initial replies to requests to maintain response times - Small Group Quoting - Generate quote for Employer Groups - Provide revisions to existing quotes - Create New Group/Hire Worksheets - Create side by side illustrations of benefits/rates in Excel - New Business - Enter Supply orders in System - Send out enrollment materials via email - Gather new business materials and create service request for processing - Collect materials to process Ease builds - Verify participating providers using carrier websites - Data Integrity - Set up new brokers and contacts - Turn on quoting and web access for brokers Qualifications - Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS Teams - Web based audio/video conferencing - High School Diploma or General Education Degree (GED) - University degree preferred - Comprehensive organizational skills - Clear, professional oral and written communication skills - Ability to manage competing priorities, and negotiate mutually successful outcomes - Collaborate and partner effectively with internal and external teams - Strong problem-solving skills and solutions-oriented mind-set Benefits - Compensation includes a salary commensurate with experience - Position eligible for annual bonus - Full benefits package available - Most benefits available first day of employment - Generous Paid Time Off (PTO) - Collaborative, continuing education focused work environment - Career advancement opportunities

Role Description The Large Group Proposal Coordinator supports brokers, carrier partners, and internal sales teams throughout the large and mid-market business cycle - from quoting through implementation. This role blends analytical, organizational, and relationship management skills to ensure a smooth, accurate, and high-quality experience for clients and partners. - Coordinate large group and mid-market RFP submissions, gather client data, and manage carrier quote requests. - Analyze carrier proposals for accuracy and competitiveness and provide strategic insights to brokers and sales teams. - Serve as the primary liaison between brokers, carriers, and internal teams to ensure timelines and deliverables are met. - Oversee the end-to-end implementation process, including data validation, enrollment coordination, and carrier onboarding. - Track quoting and implementation pipelines, ensuring compliance with underwriting guidelines and service-level standards. - Maintain accurate and organized records within CRM and quoting systems, supporting transparency and efficiency across teams. - Stay current on carrier products, underwriting requirements, and market trends to remain a trusted resource to brokers and internal partners. Qualifications - Current Accident, Health, and Life Insurance License. - 3–5 years of experience in employee benefits, preferably supporting large/mid-market groups. - Strong knowledge of group benefits products and funding types (medical, dental, vision, life, disability). - Excellent communication, organization, and Excel skills. - Bachelor’s degree preferred.

Role Description The Regional Sales Manager is a crucial member of the Amwins Connect high performing growth and revenue generating team. We are seeking a Regional Sales Manager to play a key role in developing, maintaining, and growing retail broker relationships. The role requires managing, negotiating, and advising brokers with a consultative approach. - Market-based knowledge to provide brokers with tailored employee benefit solutions, including fully insured and self-funded programs across all benefit lines. - Cultivating new broker partnerships by generating broker leads, qualifying prospects, and managing our portfolio of products and services. Responsibilities - Build productive, long-lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers’ revenue with a consultative approach. - Work with brokers to develop insurance solutions that will meet their clients’ needs. - Utilize various methods of communication as primary means of contacting and cultivating relationships, including in-person broker visits, presentations, phone, and online communications. - Leverage company tools and technology (Salesforce, Employee Navigator, Ease, Benefix, Formfire) to enhance broker relationships and drive sales activities. - Create territory/account plans including opportunity development, competitive strategies, and targets. - Identify and create new opportunities and work with sales leaders and cross-functional teams to continuously increase prospect funnel. - Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools. - Track and communicate market trends to/from the field including competitor data and develop effective counter strategies. - Work in a team environment that includes best-in-class back-office support and work to meet annual sales goals and company objectives. - Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage. - Consult with brokers and carriers to provide underwriting information to the carrier. - Develop deep relations with Amwins Connect carrier partners. Qualifications - Proven sales experience with group medical or ancillary insurance experience. - Track record of over-achieving goals. - Solutions-oriented mind-set. - Experience working with Salesforce.com or similar CRM, with strong knowledge of various sales techniques and pipeline management. - Current Life & Health insurance license. - Proficient in MS Office software, especially MS Outlook and Excel. - Effective communication, negotiation, and interpersonal skills. - Self-motivated and achievement driven. - Exemplary time management skills. - Firm grasp on ACA and local insurance markets. - Ability to travel for internal conferences and/or training. Core Competencies - Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives. - Brand Ambassador: Represents the Amwins Connect brand during all customer and prospect interactions. - Educator: Educates customers on the product, service, and solution strategy that will benefit them financially and professionally. - Strategic Focus: Monitors industry competitors, new products, and market conditions. - Team oriented/strong interpersonal skills: Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can-do attitude.

Role Description This role is responsible for driving net-new sales for AGBL’s retiree medical vertical. Vice President of Sales, Retiree Healthcare will operate as a hands-on producer, owning the full sales cycle and collaborating directly with brokers, consultants, and employer decision makers to originate, develop, and close new retiree medical opportunities. The position is designed to bring immediate sales energy and market feedback into the retiree business, helping validate growth opportunities, expand distribution relationships, and establish a repeatable new-business motion. Target clients may include public sector entities, municipalities, labor unions, and ERISA-governed employer groups navigating complex retiree healthcare and Medicare-related decisions. Responsibilities - New Business Development - Source, develop, and close new retiree healthcare opportunities nationwide. - Own the full sales lifecycle, from prospecting and qualification through proposal, negotiation, and close. - Build and manage a disciplined pipeline focused on new logos and new revenue. - Broker & Consultant Engagement - Develop and maintain strong working relationships with benefit consultants, brokers, and advisory firms. - Educate partners on Amwins’ retiree capabilities, positioning, and ideal client profiles. - Serve as the primary sales contact for assigned partners and referral sources. - Employer & Buyer Engagement - Engage senior-level buyers including HR leaders, benefits directors, fund administrators, and public-sector stakeholders. - Engage decision-makers within labor unions, municipal organizations, boards, trustees, and other multi-stakeholder governance structures where applicable. - Understand employer objectives and align Amwins retiree solutions to meet financial, workforce, and retiree needs. - Market Expansion & Insight - Identify new market segments, employer profiles, and distribution opportunities. - Provide ongoing market feedback related to buyer behavior, competitive dynamics, and pricing considerations. - Collaborate internally to refine messaging, targeting, and go-to-market approach based on field experience. - Internal Collaboration - Partner with implementation and service teams to ensure smooth transitions post-sale. - Remain involved through early onboarding to reinforce client confidence and continuity. Qualifications - 5+ years of experience selling retiree medical benefits or closely related healthcare, Medicare, or retiree-adjacent solutions. - Experience in complex B2B, healthcare benefits, insurance, or consultative sales. - Proven ability to sell through broker and consultant channels. - Demonstrated success building pipeline and closing net-new business. - Comfortable operating independently in a growth-oriented, build-mode environment. - Experience working with ERISA-governed benefit plans, public sector or municipal employers, and/or labor or collectively bargained benefit environments is strongly valued. - Familiarity with Medicare Advantage, Medicare Supplement, and employer group retiree medical strategies is preferred. Core Competencies - Build Market Relationships - Demonstrates Self-Awareness & Judgment - Drives New Business Results - Creates Engagement with Partners & Decision Makers - Operates Effectively in Ambiguous Markets - Execution with Ownership & Accountability Benefits - Base compensation and multi-year commission guarantee - Uncapped commissions - Position eligible for annual bonus - Full benefits package available - Most benefits available first day of employment - Generous Paid Time Off (PTO) - Collaborative, continuing education focused work environment - Career advancement opportunities California Pay Range $175,000 — $220,000 USD

Role Description Amwins Group is conducting a search for a Benefits Technology & Implementation Manager. This role is best suited for someone who enjoys owning implementations, managing broker and client relationships, and serving as the pivotal point of coordination across multiple stakeholders. This is a highly visible role for someone who enjoys owning client and broker relationships, driving implementation execution, and building scalable processes within a growing benefits platform. The role offers the opportunity to step into meaningful ownership with direct impact on client experience and operational performance. The Benefits Technology & Implementation Manager serves as the primary relationship manager between employer clients, brokers, internal BenAdmin Specialists, and internal sales and service teams. This role is responsible for overseeing BenAdmin implementations, managing broker and client relationships, and driving successful onboarding and service experience from kickoff through ongoing support. This individual acts as the operational quarterback throughout the implementation lifecycle—aligning stakeholders, managing timelines, resolving issues, and ensuring the BenAdmin platform is delivered in a way that supports client needs and business objectives. Key Responsibilities - Broker & Client Relationship Management - Serve as a strategic partner to brokers and employer clients on BenAdmin strategy, platform capabilities, and service delivery. - Advise brokers on implementation approach, migration planning, timelines, and best practices. - Clearly define service scope, responsibilities, and expectations for brokers and clients. - Demonstrates expertise and leads client discussions to identify client needs and our ability to meet them. - Provides a consultative approach to help guide clients and brokers to understand implications of customization and options surrounding decisions. - Support sales and business development efforts through participation in discovery calls, service discussions, and platform demonstrations. - Implementation & Delivery - Own the implementation and onboarding process from kickoff through go-live and post-open enrollment closeout. - Develop and manage implementation timelines, milestones, and deliverables. - Lead kickoff meetings, open enrollment readiness meetings, and post-implementation review discussions. - Gather, validate, and submit implementation paperwork, intake documentation, and required setup information. - Coordinate communication and status updates across brokers, clients, BenAdmin Specialists, and internal teams. - Platform Oversight & Client Support - Review platform setup, plan structure, eligibility rules, and workflow requirements to ensure alignment with client needs. - Support client and broker training, adoption, and readiness throughout the implementation lifecycle. - Oversee feed testing, carrier/vendor connection coordination, and updates related to plan or vendor changes. - Ensure a smooth transition from implementation to ongoing support and client self-service. - Issue Resolution & Operational Execution - Serve as the escalation point for complex issues related to benefits setup, plan elections, eligibility, access, rates, and workflows. - Troubleshoot non-technical platform and process issues while escalating true technical or configuration concerns appropriately. - Partner with internal teams to identify root causes, recommend improvements, and prevent recurring issues. - Maintain a high standard of responsiveness, professionalism, and client advocacy. - Internal Collaboration - Function as a subject matter resource to brokers, clients, sales teams, and internal partners on BenAdmin capabilities and best practices. - Translate client and broker business requirements into clear implementation direction for BenAdmin Specialists. - Partner closely with Specialists during configuration, testing, and open enrollment execution to ensure alignment and accuracy. - Develops innovative solutions that efficiently use technology while resolving pain points and gaps for customers. - Mentor and support junior team members by sharing knowledge, answering questions, and reinforcing best practices. Qualifications - Not less than 6+ years’ experience supporting benefits technology, benefits administration, or related client service / implementation functions. - Advanced experience with Employee Navigator benefits administration platform. - Accomplished competency with client management skillset and experience within the employment benefit space. - Strong project management and stakeholder coordination skills, with the ability to manage multiple priorities in a deadline-driven environment. - Working knowledge of employee benefits, including eligibility rules, plan structure, and compliance considerations such as ACA, COBRA, and HIPAA. - Experience collaborating directly with brokers, employer clients, carriers, and internal cross-functional teams. - Proficiency in Microsoft Excel and Outlook, with comfort working in structured data, validation, and logic-based environments. - Ability to troubleshoot platform, workflow, and process-related issues in a fast-paced environment. - Prior experience mentoring or supporting junior team members is a plus. Core Competencies - Relationship management - Client and broker communication - Implementation planning and execution - Project management - Benefits administration platform knowledge - Problem-solving and issue resolution - Cross-functional collaboration - Process orientation and attention to detail - Operational ownership and follow-through - Ability to simplify complex information for non-technical audiences Compensation Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. California Pay Range: $85,000 — $110,000 USD

Role Description We are seeking a strategic, detail-oriented and tech-savvy BenAdmin Client and Broker Success Manager to join our team. In this role, you serve as a strategic partner to brokers and clients advising on BenAdmin strategy and solutions. This role is the relationship manager between employer client, broker, internal BenAdmin Specialist, and other internal teams. Responsible for implementation planning, project management, platform review and training of clients and brokers. This role requires expertise and understanding in Employee Navigator benefits platform, experience in complex client structures, collaborating with brokers, clients and internal teams. You will play a critical role in ensuring broker enablement and client success within the BenAdmin team. - Broker and Sales Enablement - Serve as a strategic partner to brokers, advising on Employee Navigator and BenAdmin service strategy. - Support Sales teams during broker and client prospecting by participating in BenAdmin services discussions, demos, and discovery calls. - Consult brokers on ENav migration approaches, timelines, and best practices. - Clearly define service scope, process, and expectations for brokers and employer clients. - Client Service and Project Management - Function as the quarterback of the relationship between Employer Client, Broker, BenAdmin Specialist, and internal sales teams. - Own implementation planning, platform review, training, and adoption including: - Defining timelines and milestones. - Clarifying client, broker, and Amwins responsibilities. - Managing communication and status updates throughout build, OE, and connection setup. - Obtain, validate, and submit all required implementation paperwork and intake documentation. - Lead client kickoff calls, OE readiness meetings, and post‑OE closeout discussions. - Serve as the escalation point for complex issues related to benefits setup, plan elections, eligibility. - Collaborate with internal teams, clients, and brokers to identify solutions, recommend system improvements, and prevent future errors. - Administrative Coordination and ongoing success - Maintain oversight of feed testing processes, and updates related to plan or vendor changes. - Ensure smooth transition to ongoing client self‑service and/or carrier connections. - Maintain a high standard of responsiveness, professionalism, and client advocacy. - Troubleshoot common access, rate, and workflow issues, escalating complex system logic or integration issues to BenAdmin Specialists. - Collaboration - Act as a subject matter expert to internal team members, clients and brokers on system capabilities, best practices, and strategy. - Partner with brokers, clients and sales teams to validate plan details, eligibility rules, and system functions. - Mentor and support junior and mid-level team members by answering questions, and sharing knowledge. - Translate client and broker business requirements into clear, complete implementation inputs for BenAdmin Specialists. - Partner with Specialists throughout configuration, testing, and OE execution to ensure alignment with client intent. - Facilitate communication between technical and non‑technical stakeholders, translating system behavior into client‑friendly explanations. - Escalate true technical or configuration issues to Specialists while filtering non‑technical inquiries. Qualifications - 4+ years of experience supporting benefits technology, with strong project management and stakeholder coordination skills. - Ability to translate complex concepts into clear, client-friendly communication. - High degree of comfort working cross-functionally with sales, clients, brokers and technical teams. - Proven hands-on experience with benefits administration platforms such as Employee Navigator, Ease, bswift, Benefitfocus, PlanSource, ADP, or similar. - Proficiency in Microsoft Excel and Outlook; comfortable working with structured data, mapping logic, and data validation. - Advanced problem-solving skills with an analytical mindset and attention to detail. - Strong knowledge of employee benefits, including eligibility logic, plan structure, and relevant compliance standards (ACA, COBRA, HIPAA). - Demonstrated ability to communicate effectively, with confidence in working directly with brokers, carriers, and internal stakeholders. - Excellent interpersonal skills, with a team-oriented mindset and a collaborative work style. - Ability to manage multiple priorities and meet tight deadlines in a dynamic, fast-paced environment. - Experience mentoring or coaching junior team members. - Experience with Employee Navigator is a strong plus. Benefits - Compensation includes compensation commensurate with experience. - Full benefits package available, benefits start first day of employment. - Generous Paid Time Off (PTO). - Collaborative, continuing education focused work environment. - Career advancement opportunities. - Opportunity for formal sales and leadership training. Work Environment This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit, stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The employee is occasionally required to stoop or kneel. Vision abilities required by this job include close vision. This position requires the ability to occasionally lift office products and supplies weighing up to 20 pounds. The noise level in the work environment is usually quiet to moderate.

Role Description The Regional Sales Manager is a crucial member of the Amwins Connect high performing growth and revenue generating team. We are seeking a Regional Sales Manager to play a key role in developing, maintaining, and growing retail broker relationships. The role requires managing, negotiating, and advising brokers with a consultative approach. Position requires market-based knowledge to provide brokers with tailored employee benefit solutions, including fully insured and self-funded programs across all benefit lines. The duties include cultivating new broker partnerships by generating broker leads, qualifying prospects, and managing our portfolio of products and services. Responsibilities - Build productive, long-lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers’ revenue with a consultative approach. - Work with brokers to develop insurance solutions that will meet their clients’ needs. - Utilize various methods of communication as primary means of contacting and cultivating relationships to include in-person broker visits, presentations, in addition to phone and online communications. - Leverage company tools and technology (Salesforce, Employee Navigator, Ease, Benefix, Formfire) to enhance broker relationships and drive sales activities. - Create territory/account plans including opportunity development, competitive strategies, and targets. - Identify and create new opportunities and work with sales leaders and cross functional teams to continuously increase prospect funnel. - Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools. - Track and communicate market trends to/from the field including competitor data and develop effective counter strategies. - Work in a team environment that includes best-in-class back-office support and work to meet annual sales goals and company objectives. - Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage. - Consult with brokers and carriers to provide underwriting information to the carrier. - Develop deep relations with Amwins Connect carrier partners. Qualifications - Proven sales experience with group medical or ancillary insurance experience. - Track record of over-achieving goals. - Solutions-oriented mind-set. - Experience working with Salesforce.com or similar CRM, with strong knowledge of various sales techniques and pipeline management. - Current Life & Health insurance license. - Proficient in MS Office software, especially MS Outlook and Excel. - Effective communication, negotiation, and interpersonal skills. - Self-motivated and achievement driven. - Exemplary time management skills. - Firm grasp on ACA and local insurance markets. - Ability to travel for internal conferences and/or training. Core Competencies - Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives. - Brand Ambassador: Represents the Amwins Connect brand during all customer and prospect interactions. - Educator: Educates customers on the product, service and solution strategy that will benefit them financially and professionally. - Strategic Focus: Monitors industry competitors, new products, and market conditions. - Team oriented/strong interpersonal skills: Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can-do attitude. Equal Opportunity Policy The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate’s race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate’s qualifications for the position. We are an equal opportunity employer. Compensation Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. California Pay Range: $100,000 — $115,000 USD