Account Manager I
Hub International Insurance•Casper, WY
•Hybrid
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 120 days of hire
- 1-2 years of relevant experience
- High school or equivalent
Responsibilities
- Manage client accounts including processing service requests, policy changes, cancellations, and other functions, handling book of business of $200,000, as available
- 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
- medical, dental, and vision options
- paid vacation
- paid holidays
- flexible work scheduling
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
