Assistant Account Executive

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits 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, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions

We are currently looking 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.

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 prior work experience
• 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 accountability for contributions to organizational results.
• Act with an appropriate sense of urgency to achieve results. 
• Insure the effective implementation of key business strategies.
• Demonstrate respect for all differences, i.e., race, gender, ethnic background, disabilities, sexual orientation, age, career levels, style, and opinions.
• Conduct our business with the highest level of ethics and professionalism in all areas and in accordance with all-applicable laws and regulations.
• Take responsibility for continuous learning and development of skills necessary to fully contribute to the organization.
• Demonstrate employee commitment to continuously protect HUB International information assets from inappropriate and/or unlawful use.

Continual Improvement

Improve quality, processes, and productivity, and ensure an appropriate control environment.

• Proactively identify areas of opportunity for process improvement/organization effectiveness and efficiency.
• Contribute to divisional success through active participation in assigned projects and committees and/or by delivering feedback into the organization.
• Active engagement in process improvement projects that benefit HUB International Northeast.
• Appropriately adhere to required use of HUB systems and ensure data quality containe