Account Manager - Employee Benefits

Hub International•Bozeman, MT

48d

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 90 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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