Assistant Account Executive
About The Position
HUB International is hiring an Assistant Account Executive for its Employee Benefits team in the Bayside, New York office, with a hybrid work schedule. The role supports Senior Account Executives with daily client management matters, including claims, eligibility, and service issues, while training to manage an independent book of business. The position handles account maintenance and client materials, assists with marketing and open enrollment activities, supports client and carrier relationships, and helps with related projects. HUB describes its workplace as collaborative and committed to employee growth, providing training, licensing support, mentorship, and ongoing development opportunities.
Requirements
- At least 1 year of experience in an Employee Benefits insurance environment.
- A four-year college degree or equivalent work experience.
- Excellent written and verbal communication skills.
- Excellent analytical and problem-solving skills.
- Strong attention to detail and organizational skills.
- Ability to manage multiple responsibilities in a deadline-driven environment.
- Ability to work independently and collaboratively with a team.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Nice To Haves
- Valid Life & Health License.
- Korean language proficiency.
- Knowledge of Mandarin or Cantonese.
Responsibilities
- Maintain accounts by updating client files, scanning and attaching plan documents, and updating Employee Benefits systems and databases.
- Prepare annual notice packets for clients.
- Request, track, and upload Schedule As for client Form 5500 filings.
- Assist with marketing proposals, paperwork, and presentation preparation.
- Revise, edit, and bind presentation materials as needed.
- Prepare open enrollment materials.
- Assist with open enrollment and client meetings as necessary.
- Develop and maintain positive relationships with insurance carriers and clients.
- Assist clients and Account Executives with creating client websites using HRConnections.
- Support Senior Account Executives with daily client management issues, including claims, eligibility, and service issues, while training to manage a book of business.
- Work on other projects as assigned.
Benefits
- Medical, dental, vision, and prescription drug coverage.
- Health Plan Reimbursement Program.
- Health Savings Account and Flexible Spending Accounts.
- 401(k) savings plan; retirement savings matching is also described.
- Life and disability plans, including company-paid life and disability plans.
- Long-term care coverage.
- Employee Assistance Program.
- Comprehensive wellness program and wellbeing 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; generous paid time off is also described.
- Flexible work arrangements.
- Dress for Your Day policy.
- Comprehensive onboarding and continuing education.
- Structured training, licensing support, mentorship, and ongoing development opportunities.
- Paid parental leave.
- Eligible bonuses, equity, and commissions for some positions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
