Account Manager - Employee Benefits

HUB International; Bozeman (MT); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Retirement matching

Life and disability plans

Paid time off

Parental leave

Wellbeing program

Career growth opportunities

Job summary

HUB International is seeking an Employee Benefits Account Manager to maintain an established book of business and work directly with clients to obtain quotes, endorsements, or renewals. The role handles service requests, policy changes, and client information to support quoting and renewals.

Responsibilities include processing applications, market analysis, and maintaining records and carrier relationships.

Qualifications

• Current Life/Health license is required
• Minimum of 2 years' experience preferred
• This is a hybrid role, requiring three days per week in the office.

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

Job description

A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.

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.

Essential Duties And Responsibilities
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

• 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

Licensing And Certification Requirements

• Current Life/Health license is required
• Minimum of 2 years' experience preferred
• This is a hybrid role, requiring three days per week in the office.**

What We Offer You
We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference
HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.