Assistant Account Executive

HUB International; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an Assistant Account Executive to support their Employee Benefits Department in a vibrant NYC office. This role involves assisting Account Executives with client management, preparing essential documentation, and maintaining positive relationships with clients and insurance carriers. The ideal candidate will possess strong analytical and communication skills, along with a keen attention to detail. Join a dynamic team where your contributions will help shape exceptional customer service in the insurance sector, and enjoy comprehensive benefits that support your well-being and career growth.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Flexible Spending Account

Health Savings Account

Bonuses and Commissions

Qualifications

• Minimum of 1 year experience in Employee Benefits insurance environment preferred.
• Good verbal and written communication skills are essential.
• Detail-oriented with strong problem-solving abilities.

Responsibilities

• Support Account Executives with daily client management issues.
• Assist in the resolution of common account issues.
• Prepare open enrollment materials and maintain Benefit Portals.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Attention to Detail

Multi-tasking

Education

Bachelor's Degree

Tools

Excel

Word

Outlook

PowerPoint

Job description

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HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America and Canada, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

We are seeking an Assistant Account Executive for the Employee Benefits Department in our Corporate NYC office, conveniently located in the Times Square area. HUB will provide the tools and the training necessary for the position.

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 A’s 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 ZyWave.
• 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.
  
  

The expected pay range for this position is $30.21 an hour to $39.56 an hour and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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 [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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