Account Associate, Employee Benefits
4 weeks ago
About The Role
HUB continues to grow and is seeking a dynamic Account Associate to join our Employee Benefits and Retirement team in Windsor. In this role, you will partner with assigned Account Managers and Consultants to service and retain an existing book of business by providing timely administrative support. This is an ideal role for a strong team player who possesses superior time-management, organizational, and follow-up skills.
What You’ll Do
Review, process, and prepare client reports for new business, renewals, updates, and marketing in accordance with applicable reporting schedules and reporting templates
Maintain and update client files, including recording and completing activities in our broker management system
Troubleshoot client inquiries, assist claim inquiries, and provide support to client’s benefits plans
Assemble benefit proposals for prospect meetings
Conduct benefits comparisons and generate reports, assisting both account managers and consultants in reporting deliverables
Gather employee data and assist with the preparation of marketing documents and cover letters
Read and analyze incoming memos, submissions, and reports to determine significance and distribute them as appropriate
File and retrieve corporate documents, records, and reports efficiently for all team members
Support team with any required client scheduling and/or meeting support
Coordinate with insurance carriers as required
What You’ll Need for Success
Minimum 2 years of administrative support experience
Strong organizational, time, and client management skills
Proactive and customer-focused approach
Strong initiative and follow-up skills
Professional communication (verbal/written) and strong interpersonal skills.
Self-starter and strong team player able to work within Production and Service teams
**Advanced Proficiency in Microsoft Office**: Word, Excel, and Outlook
Ability to learn and understand new systems quickly; EPIC fluency is an asset
Why Choose HUB?
We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees by providing continuous opportunities for growth and development. When you choose HUB, you’ll have access to flexible benefits options rooted in your current needs yet evolving as your needs change over time.
Service is one of our founding values - not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.
Department Account Management & Service
**Required Experience**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: High school or equivalent
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
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