Assistant Account Executive - Employee Benefits

Discover a Career That Empowers You — Join HUB International!

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.

Core 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.

Knowledge/Skills & Abilities Required

• 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.

Complexity & Scope

• Supports various levels of Account Executive teams and Producers with managing accounts.

• Manages low complexity account issues.

• May interface with clients and carriers after obtaining a Life & Health license.

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