Account Manager I

About the role

The Employee Benefits Account Manager is responsible for maintaining a book of business, handling client requests, processing service requests, and managing accounts. This position requires a book of business of up to $200,000.

Essential Duties and Responsibilities

• Manage client accounts including processing service requests, policy changes, cancellations, and other functions
• Review insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
• Provide insurance information and support to Sales Executives in various written forms
• Screen and process 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
• Aid in meeting office sales goals

Licensing and Certification Requirements

• A current Life/Health license is preferred but will be obtained within 120 days of hire

What HUB Offers You

• 401(k) plan with Company matching 50% of the first 6% you contribute
• Medical, dental, and vision options
• Paid vacation and holidays
• Flexible work scheduling
• Diverse and inclusive work environment

Required Experience

• 1-2 years of relevant experience

Required Travel

• Up to 25%

Required Education

• High school or equivalent

Department

Account Management & Service

Required

• Experience: 1-2 years of relevant experience
• Travel: Up to 25%
• Education: High school or equivalent