The Accel Group is one of the largest independent and privately held insurance agencies in the Midwest, with over 120 employees across eight locations and four states.  We have a strong history of over 90 years in business, and we pride ourselves on providing customized solutions to both individuals and businesses.  Our dedicated team offers a professional approach and personal touch to meet each customer’s unique needs.  Products and services include Personal Insurance, Business Insurance, Claims & Risk Management, Employee Benefits, AgriBusiness Insurance, and Wealth Management Services.

Position Summary

As our CRM Administrator, you will be responsible for the configuration, maintenance, and optimization of our HubSpot CRM.  You will work closely with sales leaders, marketing, and operations to ensure the system supports their workflows and delivers clear insights.  Key responsibilities include, but are not limited to:

• Manage and optimize all aspects of HubSpot CRM, including pipelines, deal stages, properties, and workflows.
• Create and maintain user permissions, templates, automation, and sequences.
• Partner with department leads to understand sales processes and translate them into system configurations.
• Build and maintain dashboards and reports to support pipeline management, lead tracking, and conversion metrics.
• Monitor data integrity and create procedures for standardized data entry and audit.
• Support onboarding and training for HubSpot users across various departments.
• Act as liaison between business units and external vendors or technical support if needed.

Minimum Qualifications

• High school diploma or equivalent.
• Experience and proficiency with HubSpot, or other related CRM systems.
• Previous experience in the insurance and/or financial services industry is helpful.
• Analytical thinking and problem solving skills.
• Customer service mindset and a collaborative approach to systems support.
• Excellent time management and organizational skills, including the ability to handle multiple projects or tasks, meet established deadlines, and change priorities as business needs require.
• Excellent communication and interpersonal skills, including both written and verbal communication.
• The ability to work collaboratively in a team environment, but also independently with minimal daily supervision.

Other Requirements

• All offers of employment are contingent upon the satisfactory completion of a pre-employment background check.

Location & Flexible Work Options

• This position has the opportunity to be in-person, hybrid, or remote for candidates within the state of Iowa.

Compensation & Benefits

This is a full-time position that comes with a comprehensive benefits package and a competitive salary commensurate with experience.  Benefits include:

• Health, dental, and vision insurance
• Flexible spending and health savings accounts
• Life and disability insurance
• Accident, critical illness, and hospital indemnity insurance
• 401(k) retirement plan
• Employee Assistance Program
• Wellness reimbursements
• Paid time off and paid volunteer hours
• Casual dress code
• Flexible work schedule
• Remote work options