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Account Manager – Employee Benefits
HUB International. Maintain a book of business based on department needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client accounts and maintaining a book of business, with a strong focus on processing service requests and ensuring compliance with insurance applications. Proven ability to support sales efforts and maintain positive relationships with clients and carriers.
Highest-signal resume keywords
Book Of Business ManagementClient Account ManagementInsurance Application ReviewSales SupportLife/Health License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Service ProcessingInsurance Policy ReviewDocument PreparationInformation GatheringAccount File MaintenanceCompliance VerificationSales Goal AssistanceMarket Account ManagementApplication Screening
Soft Skills
Client CommunicationRelationship ManagementOrganizational Skills
Certifications & Qualifications
Life/Health License
Industry Keywords
Insurance ApplicationsUnderwriting GuidelinesCarrier RelationshipsSales Executives Support
About the role
Key responsibilities & impact- Maintain a book of business based on department needs
- Manage client accounts, including service requests, policy changes, cancellations, and other functions
- Handle a book of business of $200,000, as available
- Work directly with clients to answer questions and obtain information for quotes, endorsements, or renewals
- Process client requests for service
- Gather necessary information for submissions
- Verify and maintain account files
- Review insurance applications and policies
- Provide insurance information and written support to Sales Executives
- Screen and process insurance applications
- Prepare and compile insurance-related documents
- Market existing and new accounts
- Maintain records and carrier relationships
- Assist in meeting office sales goals
- Perform other duties assigned by management
Requirements
What you’ll need- Ability to maintain and handle a book of business
- Ability to work directly with clients to answer questions and obtain information for quotes, endorsements, or renewals
- Ability to process client service requests and gather information for submissions
- Ability to review insurance applications and policies for compliance with underwriting authority and guidelines
- Ability to provide insurance information and support to Sales Executives in written forms
- Ability to screen and process insurance applications
- Ability to prepare and compile insurance-related documents within established procedures
- Ability to market existing and new accounts
- Ability to maintain accurate records
- Ability to maintain positive carrier relationships
- Ability to assist in meeting office sales goals
- Current Life/Health license preferred, or ability to obtain within 90 days of hire