Profile
“Being true to who we are is key; we are purely a referral-based business. There is zero marketing or advertising”
Adam Rakowski,
Ortus Financial
Nate Mathis currently serves as president of Amwins Access.
Prior to his current role, Mathis was based in London for six years. While there, he drove strategic initiatives for Amwins’ international division.
A graduate of Dartmouth College, he has nearly 15 years of experience in the insurance industry. He joined Amwins in 2011 as part of the mergers and acquisitions team, where he also helped build data and analytics capabilities for the firm. In 2016, he was promoted to the leadership team of Amwins Access Insurance Services, where he helped develop the personal lines MGA and worked with the firm’s standard lines aggregation business.
4725 Piedmont Row Drive, Suite 600, Charlotte, NC 28210
704 749 2830
nate.mathis@amwins.com
https://www.linkedin.com/in/epsteindan
amwins.com
Nate Mathis
President
Amwins Access
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Bio
Milestones
“You can’t control the outcome, but you can always control what version of you turns up every day”
Adam Rakowski,
Ortus Financial
2011–2018
2018–2022
2021–2025
2025–Present
2023–2024
Vice President at Amwins
2011–2018
Chief Operating Officer at Amwins Global Risks
2018–2022
Chief Executive Officer at Amwins Global Risks
2021–2025
President at Amwins Access
2025–Present
2023: WSIA (NAPSLO) Intern, President of UFO (WSIA/AAMGA), WSIA Education Foundation Executive Committee
2024: Promoted to President of Binding
2023–2024
Milestones
Milestones
ELITE WOMEN 2024 JUDGE
“You can’t control the outcome, but you can always control what version of you turns up every day,” he says.
While at the helm of a rapidly growing business and a family that includes two young children at home, Rakowski has learned to manage what he calls a “never-ending list of commitments” that consists of a new team member each month, a new interstate office and two to three new referral partners monthly.
“Our business is a human business, so investing genuine time in every person can be draining on a personal level. Balancing it all is a challenge,” he says. “Simply put, do what you say you will do, and act at all times with honesty and integrity, being respectful and empathetic. The financial outcomes are a byproduct of the human interactions we have.”
Attracting, retaining and delivering exceptional client outcomes and service starts with a sincere interest in their journey and remaining relevant to them as their lives and needs evolve, notes Rakowski. He points out that he and his team put in most of the work upfront in building meaningful relationships, which is a testament to its 99% client retention rate.
He says, “We are clear in the types of clients we work best with and our value proposition. We also look for a cultural alignment with all of our referral partners, and we are acutely aware of our strengths and how different we are from our industry peers.”
Rakowski recently opened a Queensland business and plans a foot in every other capital city. He strives to establish the brokerage as a national business with on-the-ground representation in every state by the end of 2025.