Assistant Account Executive - Employee Benefits
About The Position
At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for an Assistant Account Executive to join our Employee Benefits team . General Purpose Support EB Account Executives in coordination of projects and interfacing with clients and carriers to ensure exceptional customer service.
Requirements
- Minimum of 1 year prior work experience
- 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.
Nice To Haves
- 4-year college degree a plus.
Responsibilities
- 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
