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Account Manager – Employee Benefits
HUB International. Maintain an established employee benefits book of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing a book of business, processing insurance applications, and maintaining compliance with underwriting guidelines. Strong ability to build and maintain positive relationships with clients and carriers while supporting sales initiatives.
Highest-signal resume keywords
Current Life/Health License2-5 Years Relevant ExperienceBook Of Business ManagementInsurance Application ProcessingCompliance Review
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 Account ManagementInsurance Policy ReviewDocument PreparationService Request ProcessingRecord Maintenance
Soft Skills
Customer ServiceRelationship ManagementCommunication
Certifications & Qualifications
Life/Health License
Industry Keywords
Employee BenefitsInsurance ApplicationsUnderwriting AuthoritySales GoalsCarrier Relationships
About the role
Key responsibilities & impact- Maintain an established employee benefits book of business
- Manage client accounts, including service requests, policy changes, cancellations, and related functions
- Work directly with clients to answer questions and obtain information for quotes, endorsements, or renewals
- Process client service requests and gather information for submissions
- Verify and maintain account files and records
- Review insurance applications and policies for compliance with underwriting authority and guidelines
- Provide insurance information and support to Sales Executives in written forms
- Screen and process insurance applications
- Prepare and compile insurance-related documents
- Market existing and new accounts
- Maintain positive carrier relationships
- Assist in meeting office sales goals
- Perform other duties assigned by management
Requirements
What you’ll need- Current Life/Health license is required
- Minimum of 2 years’ experience preferred
- Required experience: 2-5 years of relevant experience
- Required education: High school or equivalent
- Ability to manage a book of business of $400,000+
- Ability to review insurance applications and policies for compliance with underwriting authority and guidelines
- Ability to process insurance applications and insurance-related documents
- Ability to maintain records and account files
- Ability to maintain positive carrier relationships
- Some travel may be required, up to 20%