Assistant Account Executive

HUB International; New York (NY); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking an Assistant Account Executive to join their vibrant Employee Benefits team. This entry-level role offers a fantastic opportunity to support Account Executives in delivering exceptional service to clients. You'll engage in a variety of tasks, from managing client files to preparing marketing materials and ensuring compliance with benefit regulations. Ideal candidates will possess strong communication skills and a detail-oriented mindset. If you're eager to kickstart your career in the insurance sector and thrive in a collaborative environment, this position is perfect for you!

Qualifications

• 1-2 years of relevant experience in Employee Benefits insurance.
• Bachelor's degree required for this role.

Responsibilities

• Assist Account Executives with client management and account maintenance.
• Prepare open enrollment materials and marketing proposals.

Skills

Verbal Communication

Written Communication

Analytical Skills

Problem-Solving

Detail-Oriented

Multitasking

Proficiency in Excel

Proficiency in Word

Proficiency in Outlook

Proficiency in PowerPoint

Education

Bachelor's Degree

Tools

Benefit Point

TouchCare

Employee Navigator

MyWave

Job description

Join to apply for the Assistant Account Executive role at HUB International

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 19,000 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 coordinating 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.
• Assist in the resolution of common account issues, such as claims, policies, eligibility, and service issues.
• Request, track, and upload Schedule A’s for client 5500 filings.
• Prepare Annual Notice packets for clients.
• Gather and sort benefit and census data for marketing, stewardship, persona, smart view reports.
• Assist 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, carrier collaterals).
• Develop and maintain positive relationships with insurance carriers and clients.
• Maintain Benefit Portals such as TouchCare, Employee Navigator, etc.
• Assist Clients and Account Executives utilizing MyWave.
• Perform other administrative functions as needed.

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 set period of employment.
• 4-year college degree a plus.
• Basic analytical and problem-solving skills.
• Good verbal and written communication skills.
• Good interpersonal skills.
• Proficiency in Excel, Word, Outlook, PowerPoint.
• Detail-oriented and able to multitask.
• Accurate with high attention to detail.
• Able to work independently with a sense of urgency and in a team environment.

Additional Considerations

While performing duties, employees may need to stand for extended periods, occasionally lift up to 5 pounds, and assist in conference room setup.

Scope and Environment

• Supports various levels of Account Executive teams and manages low complexity account issues.
• May interface with clients and carriers after obtaining a Life & Health license.

Core Values and Workplace Environment

• Take accountability, act with urgency, and ensure effective strategy implementation.
• Respect diversity and conduct business ethically and professionally.
• Commit to continuous learning and protecting organizational information.

Process Improvement and Compliance

• Identify opportunities for process improvements.
• Participate in projects and adhere to quality control procedures.

Qualifications

• 1-2 years relevant experience.
• Bachelor's degree required.
• Negligible travel required.

HUB International is an equal opportunity employer committed to diversity and inclusion. For accessibility support, contact [e-mail].

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance