Account Manager - Employee Benefits

HUB International; Whitefish (MT); Hybrid; USD 55,000 - 85,000; Full time

Job summary

HUB International is seeking an Employee Benefits Account Manager to maintain an established book of business, interact with clients to obtain information for quotes, endorsements, or renewals, and process client service requests. The role requires handling a book of business and collaboration with Sales Executives, with travel up to 20%.

The position supports insurance clients across property, casualty, life and health, employee benefits, and risk management.

Qualifications

• Current Life/Health license required.
• 2–5 years of relevant experience preferred.

Responsibilities

• Manage client accounts including processing service requests, policy changes, cancellations, and other functions.
• Review insurance applications and policies for compliance and underwriting guidelines.
• Provide insurance information and support to Sales Executives in written form.
• Screen and process insurance applications.
• Prepare and compile insurance-related documents within established procedures.
• Market existing and new accounts.
• Maintain all records and positive carrier relationships.
• Assist in meeting office sales goals.
• Some travel may be required (up to 20%).
• Perform other duties as assigned by management.

Skills

Book of business

Client services

Policy changes

Underwriting support

Sales support

Education

High school diploma

Job description

This is a hybrid role, requiring three days per week in the office.

About Us

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees.

Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.

We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

HUB Gives!

Service is one of our founding values – not an abstract concept but a commitment. And we believe that no one deserves that commitment more than our clients and the communities in which we all live and work. Each regional hub has adopted projects in their regions which allow them to give, volunteer, engage, and serve their communities.

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

WHAT DOES HUB OFFER YOU?

At HUB, we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage and offering great benefits like a 401k plan where the Company matches 50% of the first 6% you contribute, medical, dental, and vision options, paid vacation, paid holidays, and more! We offer a large selection of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and affordable choices.

Our work environment encourages critical and independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that.

We offer a "dress for your day" policy for a comfortable work environment, and flexible work scheduling.

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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.