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HUB International

Global insurance brokerage and risk management

Assistant Account Executive

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeMelville, NY, USA

About the Job

Requirements

  • A minimum of 1 year of experience in an Employee Benefits insurance environment.
  • A valid Life and Health License.
  • Basic analytical and problem-solving skills.
  • Good verbal and written communication skills.
  • Good interpersonal skills.
  • Computer literacy, including Excel, Word, Outlook, and PowerPoint.
  • Attention to detail and accuracy.
  • Ability to multitask.
  • Ability to work independently with a sense of urgency and work effectively in a team environment.
  • Ability to stand for extended periods during seminars and meetings, occasionally lift or move up to 5 pounds, and assist with conference-room cleanup or straightening before or after Employee Benefits meetings.
  • Ability to contribute to organizational results with personal accountability and an appropriate sense of urgency.
  • Ability to implement key business strategies effectively and conduct business ethically and professionally in accordance with applicable laws and regulations.
  • Commitment to continuous learning and developing the skills needed to contribute to the organization.
  • Commitment to protecting HUB International information assets from inappropriate or unlawful use.
  • Ability to identify opportunities to improve processes, quality, productivity, organizational effectiveness, and efficiency.
  • Ability to participate in assigned projects and committees or provide feedback to the organization.
  • Ability to use HUB systems appropriately, maintain data quality, and comply with operating controls in the HUB Quality Control Procedure Manual.

Responsibilities

  • Support Employee Benefits Account Executives in coordinating projects and interfacing with clients and carriers to ensure exceptional customer service.
  • Assist Senior Account Executives and Account Executives with daily client-management issues.
  • Maintain accounts, including updating client files and scanning and attaching plan documents in BenefitPoint.
  • Assist in resolving common claims, policy, eligibility, and service issues.
  • Request, track, and upload Schedule As for client Form 5500 filings.
  • Prepare annual notice packets for clients.
  • Gather and sort benefit and census information for marketing, stewardship, persona, and SmartView reports.
  • Assist with marketing proposals, paperwork, and presentation preparation.
  • Revise, edit, and bind presentation materials as needed.
  • Prepare open-enrollment materials, including C&D benefit guides, BenefitSpot mobile-app materials, presentations, and carrier collateral.
  • Assist with open-enrollment and client meetings for clients and prospective clients as needed.
  • Assist with coordinating seminars as appropriate.
  • Develop and maintain positive relationships with insurance carriers and clients.
  • Manage benefit portals, including TouchCare and Employee Navigator.
  • Assist Client and Account Executives in creating client websites using HRConnections.
  • Assist Client and Account Executives in using MyWave.
  • Perform other administrative functions as needed by Senior Account Executives and Account Executives.
  • Support Associate Account Executives, Account Executives, Senior Account Executives, and Producers in managing accounts.
  • Manage low-complexity account issues and interface with clients and carriers as needed.
  • Participate in process-improvement projects that benefit HUB International Northeast.

Desired Qualifications

  • A four-year college degree is a plus.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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