Account Manager- Employee Benefits

Hub International Insurance • Missoula, MT

14d

About The Position

The Employee Benefits Account Manager may be expected to maintain a book of business based on department needs, will demonstrate the ability to handle a book of business, work directly with clients to answer questions and to obtain information for the purpose of providing a quote, endorsement, or renewal. Process client requests for service; gather necessary information for submission; verify and maintain account files.

Requirements

• Current Life/Health license is preferred but will allow to be obtained within 60 days of hire

Responsibilities

• Manage client accounts including processing service requests, policy changes, cancellations, and other functions, handling book of business.
• Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
• Providing insurance information and support to Sales Executives in a variety of written forms
• Screening and processing insurance applications
• Prepare and compile a variety of insurance-related documents within established procedures
• Market existing and new accounts
• Maintain all records
• Maintain positive carrier relationships
• Assist in meeting office sales goals
• Any other duties as appropriate and assigned by management

Benefits

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED