Assistant Account Executive - Employee Benefits

Hub International Insurance•New York, NY

2d•$26 - $37•Hybrid

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 are looking for an Assistant Account Executive to join our Employee Benefits team on a Hybrid work schedule. 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 experience in an Employee Benefits insurance environment (preferred, not required).
Obtain your Life & Health License after a pre-determined amount of time employed by HUB.
4-year college degree a plus.
Basic analytical & problem-solving skills.
Good verbal and written communications skills.
Good interpersonal skills.
Computer literate – Excel, Word, Outlook, Power Point, MicroSoft.
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.
While learning and performing the duties of this job, the employee may be required to stand for extended periods of time (ie seminars, meetings, etc.); the employee must be able to possibly, occasionally, lift and/or move up to 5 pounds (office supplies and paper) and assist in the clean-up/straightening of Conference Room prior to or after EB meetings.

Responsibilities

Assist Account Executive staff 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 A’s for client 5500 filings.
Preparation of Annual Notice packets for clients.
Learn 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).
Develops and maintain positive relationships with insurance carriers and clients.
Maintains Benefit Portals e.g. TouchCare, Employee Navigator, etc.…
Assist Client and Account Executives utilizing MyWave.
Performs other administrative functions as needed by Account Executive staff.