Account Manager

HUB International•Dartmouth, NS

23d•CA$50,000 - CA$60,000•Hybrid

About The Position

The Account Manager is a client service focused role supporting life insurance brokers throughout the full application cycle. The role manages cases from submission through commission and acts as the key connection point between brokers and insurance carriers. Responsibilities include reviewing applications for compliance, providing underwriting guidance, tracking progress, and communicating updates and decisions. Success in this role comes from delivering exceptional customer service, building strong broker relationships, managing multiple priorities, and staying current on industry products, policies, and regulatory changes.

Requirements

A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistently strong customer service
Experience in delivering client-focused solutions based on customer needs
1+ years of life insurance industry experience
Strong time management, organizational and prioritization skills
Intermediate knowledge of MS Office Suite & most online meeting platforms
Possess working knowledge of competition and trends in the industry
Ability to meet tight deadlines while maintaining accuracy and attention to detail
Great communication skills (oral and written)

Responsibilities

Serve as the bridge between insurance carriers and Brokers, assisting the Brokers from submission to commission during the application process, managing full-cycle life insurance applications
Be the voice of the Broker and build strong relationships with Brokers to assist in streamlining their life insurance applications and uphold our high service standards
Ensure that the Broker meets compliance standards and expectations of both the carrier and HUB Financial
Perform review on all life insurance applications to ensure regulatory, carrier policies and HUB’s procedures are met and complied with by the Broker
Provide underwriting feedback to brokers on carrier products, policies and requirements
Consistently follow up on cases and obtain medical vendor/carrier requirements from the Broker; communicate decisions to Brokers
Support Brokers on new carrier policies, regulatory changes and HUB updates