Hub International Insurance-posted 1 day ago
Full-time • Mid Level
Bozeman, MT
5,001-10,000 employees

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. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

  • 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
  • Current Life/Health license is preferred but will allow to be obtained within 90 days of hire
  • Required Experience: 1-2 years of relevant experience
  • Required Education: High school or equivalent
  • 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!
  • Our work environment encourages critical and independent thinking, problem-solving and project-management.
  • Our work atmosphere is comfortable and offers a “dress for your day” policy as well as a flexible work schedule.
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