Employee Benefits Financial Analyst

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

About the role

A Financial Analyst (FA) assists the Financial Consultants (FC) in the day-to-day needs of the business. Typical functions include gathering and auditing monthly financial data, completing initial technical sections of financial deliverables, and coordinating Stop Loss RFPs with the internal stop loss marketing team. The FA prepares spreadsheets to display and communicate fees, premiums, total cost, and claims experience in a professional format for client presentations. The primary role is to meet the financial needs of the client in a supportive capacity, enabling the FC to participate in client meetings and financial strategy sessions.

Responsibilities

• Completes initial level of standard financial deliverables
• Assists in drafting technical sections of reports and presentation materials
• Meets the needs of clients in a supportive role
• Works within and contributes to a client team environment
• Demonstrates attention to detail and follow-through to ensure client team satisfaction
• Exhibits appropriate urgency and responsiveness
• Actively listens, takes notes, and comprehends subject matter during and after training
• Asks probing questions to clarify understanding
• Ensures performance and output meet client team expectations
• Manages and obtains client financial data
• Consistently meets deadlines
• Proactively communicates with team to adhere to timelines and prepare for meetings
• Participates in updating tools and templates as projects arise
• Demonstrates basic understanding of employee benefits compliance requirements
• Assists with resolution of client or vendor data and financial issues
• Gains understanding of strategic planning process and client service cycle

Requirements

• 1-5 years of insurance experience
• Life & Health License or successfully completes Life & Health licensing course and exams within first three months of employment
• Superior customer service and critical thinking skills
• Ability to work effectively in a team environment
• Demonstrated proficiency with computer systems, Excel, and Microsoft Office
• Self-starter with excellent written and verbal communication skills
• Ability to work in a fast-paced, multi-tasking environment

Qualifications

• College degree; preferably in Finance or Math
• Working knowledge of employee benefit plans, including HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental, and voluntary insurances (preferred)

Benefits

• Competitive salaries and benefits offerings
• Medical, dental, and vision insurance, plus voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company-paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO package: vacation, holiday, sick, and personal time off
• Work/life balance focus
• Employee engagement events
• Opportunities to learn from top industry talent
• Growth potential within a constantly expanding company
• Rewarding career supporting local businesses in the community
• Strong community involvement through HUB Gives