Account Manager
HUB International is a leading full-service global insurance broker and financial services firm. The Account Manager role focuses on providing client service support to life insurance brokers throughout the application cycle, ensuring compliance, and fostering strong relationships to enhance the application process.
Responsibilities
- Serve as the bridge between insurance carriers and Brokers, assisting the Brokers from submission to commission during the application process, managing full-cycle life insurance applications
- Be the voice of the Broker and build strong relationships with Brokers to assist in streamlining their life insurance applications and uphold our high service standards
- Ensure that the Broker meets compliance standards and expectations of both the carrier and HUB Financial
- Perform review on all life insurance applications to ensure regulatory, carrier policies and HUB’s procedures are met and complied with by the Broker
- Provide underwriting feedback to brokers on carrier products, policies and requirements
- Consistently follow up on cases and obtain medical vendor/carrier requirements from the Broker; communicate decisions to Brokers
- Support Brokers on new carrier policies, regulatory changes and HUB updates
Skills
- A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistently strong customer service
- Experience in delivering client-focused solutions based on customer needs
- 1+ years of life insurance industry experience
- Strong time management, organizational and prioritization skills
- Intermediate knowledge of MS Office Suite & most online meeting platforms
- Possess working knowledge of competition and trends in the industry
- Ability to meet tight deadlines while maintaining accuracy and attention to detail
- Great communication skills (oral and written)
Benefits
- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses
- Commissions for some positions
Company Overview