Assistant Account Executive - Employee Benefits

Hub International Insurance•Melville, NY

8d•Hybrid

About The Position

Discover a Career That Empowers You - Join HUB International. At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. We currently have an opportunity for an Assistant Account Executive to join our Employee Benefits team in our Melville, NY office on a Hybrid work schedule.

Requirements

Minimum of 1 year experience in an Employee Benefits insurance environment.
Valid Life & Health License.
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.
1-2 years of relevant experience

Nice To Haves

4-year college degree a plus.

Responsibilities

Support EB Account Executives in coordination of projects and interfacing with clients and carriers to ensure exceptional customer service.
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.
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.
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.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education
health/dental/vision/life/disability insurance
FSA, HSA and 401(k) accounts
paid-time-off benefits such as vacation, sick, and personal days
eligible bonuses, equity and commissions for some positions