Assistant Account Executive - Employee Benefits

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for an Assistant Account Executive to join our Employee Benefits team in our Melville, NY office 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.

Core 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.

Knowledge/Skills & Abilities Required

• Minimum of 1 year experience in an Employee Benefits insurance environment.
• Valid Life & Health License.
• 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.
• 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 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 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.

Complexity & Scope

• Supports Associate Account Executives, Account Executives, Senior Account Executives and Producers manage accounts.
• Manages low complexity account issues.
• May interface with clients and carriers.

Create a Positive Working Environment

• Take personal accountab