Assistant Account Executive
Assistant Account Executive
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Salary Not Disclosed
1 Vacancy
Job Description
HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 19000 employees in 750 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions
We are currently looking for an Assistant Account Executive to join our Employee Benefits team.
General Purpose:
Support EB Account Executives in coordination of projects and interfacing with clients and carriers to ensure exceptional customer service.
Core Responsibilities:
- Assist Account Executive staff with daily client management issues.
- Perform account maintenance including updates to client files scanning and attachment of plan documents Benefit Point etc.
- Assists in the resolution of common account issues i.e. claim policy eligibility and service issues.
- Request track and upload Schedule As for client 5500 filings.
- Preparation of Annual Notice packets for clients.
- Learn benefit and census gathering/sorting for marketing stewardship persona smart view reports.
- Assists with marketing proposals paperwork and presentation preparation.
- Revise/Edit and bind presentation materials as needed.
- Prepare open enrollment materials (C&D benefit guides benefit spot mobile app presentation obtaining carrier collaterals).
- Develops and maintain positive relationships with insurance carriers and clients.
- Maintains Benefit Portals e.g. TouchCare Employee Navigator etc.
- Assist Client and Account Executives utilizing MyWave.
- Performs other administrative functions as needed by Account Executive staff.
Knowledge/Skills & Abilities Required:
- Minimum of 1 year experience in an Employee Benefits insurance environment (preferred not required).
- Obtain your Life & Health License after a predetermined amount of time employed by HUB.
- 4year college degree a plus.
- Basic analytical & problemsolving skills.
- Good verbal and written communications skills.
- Good interpersonal skills.
- Computer literate Excel Word Outlook Power Point Microsoft.
- Detailoriented.
- Ability to multitask.
- Accurate and high attention to detail.
- Able to work independently and with a sense of urgency.
- Able to work well in a team environment.
While learning and performing the duties of this job the employee may be required to stand for extended periods of time (ie seminars meetings etc.; the employee must be able to possibly occasionally lift and/or move up to 5 pounds (office supplies and paper) and assist in the cleanup/straightening of Conference Room prior to or after EB meetings.
Complexity & Scope:
- Supports various levels of Account Executive teams and Producers with managing accounts.
- Manages low complexity account issues.
- May interface with clients and carriers after obtaining a Life & Health license.
Create a Positive Working Environment:
- Take personal accountability for contributions to organizational results.
- Act with an appropriate sense of urgency to achieve results.
- Insure the effective implementation of key business strategies.
- Demonstrate respect for all differences i.e. race gender ethnic background disabilities sexual orientation age career levels style and opinions.
- Conduct our business with the highest level of ethics and professionalism in all areas and in accordance with allapplicable laws and regulations.
- Take responsibility for continuous learning and development of skills necessary to fully contribute to the organization.
- Demonstrate employee commitment to continuously protect HUB International information assets from inappropriate and/or unlawful use.
Continual Improvement:
Improve quality processes and productivity and ensure an appropriate control environment.
- Proactively identify areas of opportunity for process improvement/organization effectiveness and efficiency.
- Contribute to divisional success through active participation in assigned projects and committees and/or by delivering feedback into the organization.
- Active engagement in process improvement projects that benefit HUB International Northeast.
- Appropriately adhere to required use of HUB systems and ensure data quality contained within.
- Ensure compliance with all operating controls as spelled out in the HUB Quality Control Procedure Manual
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Employment Type
Full-Time
