Hybrid Assistant Account Executive — Employee Benefits

HUB International; Melville (NY); Híbrido; USD 45 000 - 51 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare benefits

401(k) savings plan

Paid time off

Flexible work arrangements

Resumo da oferta

HUB International is seeking an Assistant Account Executive for our Employee Benefits team at the Melville, NY office with a hybrid schedule. You will support Senior/Account Executives, manage client files, and assist with enrollment materials and carrier interactions.

You’ll collaborate across teams, maintain benefit portals, and help prepare proposals and open enrollment materials. A positive, detail-oriented mindset and strong communication skills are essential.

Qualificações

• Minimum of 1 year experience in an Employee Benefits insurance environment.
• Valid Life & Health License.
• 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.
• 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.

Responsabilidades

• Assist Senior Account Executives & Account Executives 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.
• 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).
• Assists with open enrollment meetings and client meetings as necessary for clients and prospective clients.
• Assists with coordination of Seminars, as appropriate.
• Develops and maintain positive relationships with insurance carriers and clients.
• Management of benefit portals, ie; TouchCare, Employee Navigator, etc… Assist Client and Account Executives with creating client websites using HRConnections.
• Assist Client and Account Executives utilizing MyWave.
• Performs other administrative functions as needed by Senior/Account Executives.

Conhecimentos

Benefits knowledge

License (Life & Health)

Analytical skills

Communication skills

Interpersonal skills

Teamwork

Multi-tasking

Independence

Attention to detail

Urgency & pace

Formação académica

Bachelor’s degree preferred

Ferramentas

Excel

Word

Outlook

PowerPoint

Descrição da oferta de emprego

HUB International is seeking an Assistant Account Executive for our Employee Benefits team at the Melville, NY office with a hybrid schedule. You will support Senior/Account Executives, manage client files, and assist with enrollment materials and carrier interactions.

You’ll collaborate across teams, maintain benefit portals, and help prepare proposals and open enrollment materials. A positive, detail-oriented mindset and strong communication skills are essential.