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Account Manager - Employee Benefits

HUB International • Bozeman, MT • 15h ago

Are you a "people person"?

Are you motivated by helping others?

Do you thrive in a busy, ever-changing environment?

...Then keep reading, this might be the perfect opportunity for you!

WHO IS HUB?

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities.

HUB International was born in 1998 with the merger of 11 privately held insurance brokerages and has since grown to one of the largest brokers in the world. We are a network of more than 400 integrated brokerages across North America - all carrying the HUB banner.

Our structure gives us the technology and expertise of a large firm, but still maintains the local flavor of each of our offices, enabling our teams to preserve their own unique regional culture.

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 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.

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.

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

LICENSING AND CERTIFICATION REQUIREMENTS

Current Life/Health license is preferred but will allow to be obtained within 90 days of hire

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 with bonus opportunities and offering great benefits like:

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!

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. Our work atmosphere is comfortable and offers a "dress for your day" policy as well as a flexible work schedule.

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

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

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program (https://hubinternational.jobs/e-verify/)

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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