Assistant Account Executive

Hub International Insurance • Melville, NY

1d • Hybrid

About The Position

The Assistant Account Executive supports HUB International’s Employee Benefits team by assisting Account Executives with account coordination, client and carrier communications, administrative work, and customer service. The role supports accounts and manages low-complexity account issues, with opportunities to interface with clients and carriers. The position is based in the Melville, New York office and follows a hybrid work schedule.

The role involves maintaining client account records, helping resolve routine claims, policy, eligibility, and service issues, preparing annual notices and open enrollment materials, supporting marketing proposals and presentations, and assisting with client and open enrollment meetings. It also includes managing benefit portals and supporting client website creation and other administrative tasks.

The successful candidate contributes to a positive, ethical, and collaborative work environment; participates in continuous improvement and divisional projects; follows HUB systems and quality-control procedures; and protects company information assets. The listed expected pay range is $32.97 to $36.54 per hour, with pay dependent on factors including skills, experience, work location, business line, scope, and level.

Requirements

• At least one year of experience in an Employee Benefits insurance environment.
• 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.
• Detail-oriented, accurate, and attentive to detail.
• Ability to multitask.
• Ability to work independently with a sense of urgency.
• Ability to work well in a team environment.

Nice To Haves

• Four-year college degree.

Responsibilities

• Assist Senior Account Executives and Account Executives with daily client management issues.
• Maintain client accounts, including updating client files and scanning and attaching plan documents in Benefit Point.
• Assist with 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 Smart View reports.
• Assist with marketing proposals, paperwork, and presentation preparation; revise, edit, and bind presentation materials as needed.
• Prepare open enrollment materials, including benefit guides, BenefitSpot mobile app materials, presentations, and carrier collateral.
• Assist with open enrollment and client meetings for clients and prospective clients.
• Assist with coordinating seminars as appropriate.
• Develop and maintain positive relationships with insurance carriers and clients.
• Manage benefit portals such as TouchCare and Employee Navigator.
• Assist Client and Account Executives with creating client websites using HRConnections and utilizing MyWave.
• Perform other administrative functions as needed by Senior and Account Executives.
• Support Associate Account Executives, Account Executives, Senior Account Executives, and Producers in managing accounts, including handling low-complexity account issues.
• Take personal accountability for organizational results, act with appropriate urgency, and support implementation of business strategies.
• Treat people respectfully, conduct business ethically and professionally, and comply with applicable laws and regulations.
• Continue learning and developing skills needed to contribute to the organization, and protect HUB information assets from inappropriate or unlawful use.
• Improve quality, processes, and productivity; identify opportunities for process and organizational improvement; and participate in assigned projects and committees.
• Follow HUB system requirements, maintain data quality, and comply with operating controls in the HUB Quality Control Procedure Manual.
• Stand for extended periods during activities such as seminars and meetings; occasionally lift or move up to five pounds and help straighten or clean conference rooms before or after Employee Benefits meetings.

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; retirement savings matching is also referenced.
• Life and disability plans, including company-paid life and disability plans.
• Long-term care coverage.
• Employee Assistance Program (EAP).
• 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 referenced.
• Flexible work arrangements.
• Dress for Your Day policy.
• Comprehensive onboarding and continuing education.
• Structured training, licensing support, and ongoing development opportunities.
• Paid parental leave.
• Eligible bonuses, equity, and commissions for some positions.
• Community impact opportunities through HUB Gives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed