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 our internal stop-loss marketing team. The FA prepares spreadsheets to display and communicate fees, premiums, total cost, and claims experience in a professional format to present to clients. The primary job is to meet the financial needs of the client in a supportive role to ensure the FC can 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
• Recognizes the value of working with and contributing to a client team environment
• Demonstrates the importance of detail and follow-through to client team satisfaction
• Demonstrates appropriate urgency
• Good listener, note-taker, and comprehends subject matter during and after training initiatives
• Asks probing questions
• Performance and output meet client team expectations
• Manages and is responsible for obtaining client financial data
• Meets deadlines consistently
• Proactively reaches out to team to adhere to timelines and prepare for meetings
• Participates in updating tools and templates as projects arise
• Basic understanding of employee benefits compliance requirements
• Proficient in assisting with the 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 with HUB
• Superior customer service and critical thinking skills, with the ability to work in a team environment
• Demonstrated proficiency and expertise with computer systems, Excel, and Microsoft Office
• Must be a self-starter with excellent written and verbal communications skills
• Ability or adaptability to work in a fast-paced, multi-tasking environment

Qualifications

• College degree; preferably in Finance or Math
• A working knowledge of employee benefit plans, understanding 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
• Great work/life balance
• Focus on creating a meaningful environment through employee engagement events
• Opportunity to be part of a motivated, winning team with access to top talent in the industry
• Growth potential - HUB is constantly growing and so can your career
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives