Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Assistant Account Executive role.

Rezi rewrites your resume against HUB International's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Assistant Account Executive posting at HUB International — free, in seconds.

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, ie; 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.
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.

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.
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.

Skills

Employee Benefits insurance
Life & Health License
Analytical skills
Problem-solving skills
Verbal communication skills
Written communication skills
Interpersonal skills
Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft Power Point
Detail-orientation
Multi-tasking
Independent work
Teamwork
Client management
Carrier relations
Benefit Point
5500 filings
Marketing proposals
Open enrollment
Benefit portals
HRConnections
MyWave

Location

Melville, NY

Work Type

Hybrid

Experience Level

1 year experience in an Employee Benefits insurance environment

Education Level

4-year college degree a plus

Salary/Compensations

$32.97/hr to $36.54/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
Structured training
Licensing support
Ongoing development opportunities
Competitive pay
Comprehensive health benefits
Retirement savings matching
Company-paid life and disability plans
Generous paid time off
Paid parental leave
Wellbeing program
Meaningful engagement
Community impact through HUB Gives

About the Company

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
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.

Equal Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.