Assistant Account Executive Employee Benefits

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We are looking for an Assistant Account Executive to join our Employee Benefits team on a Hybrid work schedule.

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 pre-determined amount of time employed by HUB.

• 4-year college degree a plus.

• Basic analytical & problem-solving skills.

• Good verbal and written communications skills.

• Good interpersonal skills.

• Computer literate Excel Word Outlook Power Point MicroSoft.

• Detail-oriented.

• Ability to multi-task.

• 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 clean-up/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 all-applicable 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

The expected salary range for this position is $25.82/hr - $37.36/hrand will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

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.

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