Account Manager - Employee Benefits
Hub International Insurance•Kalispell, MT
•Hybrid
About The Position
The Employee Benefits Account Manager is expected to maintain an established 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 required
- Minimum of 2 years’ experience preferred
- 2-5 years of relevant experience
- High school or equivalent
Nice To Haves
- Some travel may be required (up to 20%)
Responsibilities
- Manage client accounts including processing service requests, policy changes, cancellations, and other functions, handling book of business of $400,000+
- 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
- Some travel may be required (up to 20%)
- Any other duties as appropriate and assigned by management
Benefits
- 401k plan where the Company matches 50% of the first 6% you contribute
- medical, dental, and vision options
- paid vacation
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
