Account Executive
Core Responsibilities
- Support 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.
- Aids 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
- Aids in 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)
- Aid Client and Account Executives utilizing MyWave
- Performs other administrative functions as needed by Account Executive staff
Knowledge/Skills & Abilities Required
- Minimum of 3 years experience in an Employee Benefits insurance environment (preferred, not required)
- Life & Health License is required
- 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
- Able 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
What We Offer You
- 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
Department
Account Management & Service
Required Experience
2-5 years of relevant experience
Required Travel
Negligible
Required Education
Bachelor's degree (4-year degree)
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 Role
HUB International is a global insurance brokerage with over 540 locations and more than 20,000 professionals across North America. We invest in our people, celebrate our communities, and build cultures where everyone belongs. We are proud of our recognition as one of America's Greatest Workplaces for Culture, Belonging, and Community, and our commitment to continuous learning and career momentum.
Pay
The expected salary range for this position is $37.09/hr to $41.21/hr and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Schedule
Hybrid work schedule
Qualifications
Minimum of 3 years experience in an Employee Benefits insurance environment (preferred, not required)
Life & Health License is required
4-year college degree a plus
Skills
Basic analytical & problem-solving skills
Good verbal and written communications skills
Good interpersonal skills
Computer literate – Excel, Word, Outlook, Power Point, MicroSoft
Detail-oriented
Able 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
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