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About the Role

Support Employee Benefits Account Executives in coordinating projects and interfacing with clients and carriers to ensure exceptional customer service. This role involves account maintenance, issue resolution, and preparation of various client-facing materials.

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.
• Assist 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.
• Prepare Annual Notice packets for clients.
• Gather and sort benefit and census data for marketing, stewardship, persona, and 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).
• Assist with open enrollment meetings and client meetings as necessary for clients and prospective clients.
• Assist with coordination of Seminars, as appropriate.
• Develop and maintain positive relationships with insurance carriers and clients.
• Manage benefit portals, i.e.; TouchCare, Employee Navigator, etc.
• Assist Client and Account Executives with creating client websites using HRConnections.
• Assist Client and Account Executives utilizing MyWave.
• Perform other administrative functions as needed by Senior/Account Executives.

Requirements

• Minimum of 1 year experience in an Employee Benefits insurance environment.
• Valid Life & Health License.
• 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.
• Employee may be required to stand for extended periods of time (ie seminars, meetings, etc.).
• Employee must occasionally lift and/or move up to 5 pounds (office supplies and paper).
• Assist in the clean-up/straightening of Conference Room prior to or after EB meetings.
• Take personal accountability for contributions to organizational results.
• Act with an appropriate sense of urgency to achieve results.
• Ensure 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 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.
• 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 contained within.
• Ensure compliance with all operating controls as spelled out in the HUB Quality Control Procedure Manual.

Skills

• Excel
• Word
• Outlook
• Power Point
• Benefit Point
• TouchCare
• Employee Navigator
• HRConnections
• MyWave

Location

• Melville, NY

Work Type

• Hybrid

Experience Level

• 1-2 years of relevant experience

Education Level

• Bachelor's degree (4-year degree) a plus

Salary/Compensations

• $32.97/hr to $36.27/hr

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

About the Company

• HUB International is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America.
• 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.
• 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.
• 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.
• Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies in 2026.
• 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.

Equal Opportunity

• HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
• E-Verify Program