Assistant Account Executive - Employee Benefits

About this role

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 Bryant Park (NY) or 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 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, 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 contained within. • Ensure compliance with all operating controls as spelled out in the HUB Quality Control Procedure Manual

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a s

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