Assistant Account Executive

About the position

HUB International Limited ('HUB') is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America and Canada, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. We are seeking an Assistant Account Executive for the Employee Benefits Department in our Corporate NYC office, conveniently located in the Times Square area. HUB will provide the tools and the training necessary for the position.

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.
• Assist 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.
• Assist 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).
• Develop and maintain positive relationships with insurance carriers and clients.
• Maintain Benefit Portals e.g. TouchCare, Employee Navigator, etc.
• Assist Client and Account Executives utilizing ZyWave.
• Perform other administrative functions as needed by Account Executive staff.

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.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses
• Commissions for some positions