Account Manager- Employee Benefits

Hub International InsuranceCasper, WY
13d

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
  • Required Experience: 1-2 years of relevant experience
  • Required Education: High school or equivalent

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!
  • 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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