Account Manager

4 days ago


Bozeman, Montana, United States HUB International Full time
About the Position

The Employee Benefits Account Manager is a key role within our organization, responsible for maintaining a book of business and providing exceptional service to clients. This individual will work directly with clients to answer questions, obtain information, and provide quotes, endorsements, and renewals.

Essential Duties and Responsibilities
  • Process client requests for service and gather necessary information for submission
  • Verify and maintain account files
  • 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 a variety of 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
  • Assist 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.

About HUB International

HUB International is an equal opportunity and affirmative action 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. We offer a comprehensive benefits package, including a 401k plan, paid parental leave, medical, dental, and vision options, and a robust wellness program.

We trust our employees to make good decisions for our clients and give them the space to do that. Our work environment encourages critical and independent thinking, problem-solving, and project-management. We welcome all candidates and are proud of our diverse employee population.


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