Assistant Account Executive (EB Wholesale)

Assistant Account Executive (EB Wholesale)

Job Function:

To assist account executives in processing daily account activity. To provide technical support in accordance with company operating procedures: Background in Employee Benefits preferred (Health Insurance and related lines).

Essential Duties and Responsibilities:

  1. Maintaining account folders in accordance with internal guidelines
  2. Check policy coverage's on all new business and renewals for accuracy and relevance
  3. Prepare employee benefit proposals, policy summaries and reviews
  4. Process individual and group enrollments with various insurance carriers.
  5. Work with Accounting department to make sure sold accounts are properly processed.
  6. Handle or refer insured's and underwriter's questions.
  7. Perform other specific duties as directed by the Account Executive
  8. Pursue a program of professional development
  9. Begin studies for appropriate licenses if not licensed
  10. Respond to service inquiries
  11. Process add/term requests
  12. Prepare benefit and cost comparisons
  13. Process new business (on-boarding of cases)
  14. Provide assistance in managing renewal process
  15. Respond to service inquiries
  16. Follow up with carriers to obtain outstanding information
  17. Update internal reporting systems and internal databases (as necessary)

  • 1-3 years related experience
  • Associates degree preferred. Begin Technical education training for licenses
  • Detail oriented with good mathematical and communication skills
  • Ability to understand, analyze, and research employee benefit lines of insurance
  • Good typing skills and computer literacy
  • Ability to work within designated time frames
  • Good interpersonal skills

Location: United States, New York, Woodbury

Required Education: Associate degree (2-year degree)

Required Experience: 1-2 years

Required Travel: Negligible

Date published: 28-Mar-2018

Department: Account Management & Service

Ref#: P2522_20180327

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at .

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