Employee Benefits Financial Analyst

At HUB International, we are a team of entrepreneurs committed to empowering our clients and employees. We provide a broad array of insurance and employee benefits products and services, serving over 16,000 employees across 500 offices in North America.

About the role

As a member of the financial consulting team, you will be responsible for providing financial reporting to a subset of HUB clients, focusing on HR and C-suite level representatives. You will also coordinate and manage information requests and deadlines for carrier proposal responses, produce and present market contract and pricing analyses, and engage in carrier negotiations.

Responsibilities

• Provide detailed and accurate financial consulting on a growing block of business to HUB’s clients
• Gather and prepare client information for carrier partners for market analysis
• Coordinate and manage information requests and deadlines for carrier proposal responses
• Produce and effectively present client-facing market contract and pricing analyses to assist clients in their benefits purchasing and strategy process
• Manage multiple deadlines and workflows within a fast-paced, team environment while maintaining high levels of communication both internally and with clients
• Maintain comprehensive knowledge of carrier products and networks, cost management solutions, and various funding mechanisms
• Engage in carrier negotiations while managing the overall renewal/marketing process
• Contribute to enhancement of client services/sales by being well-informed and maintaining a familiarity with industry trends

Qualifications

• Bachelor's degree (4-year degree) or technical degree required
• Strong in analytics, mathematics, problem-solving, and negotiation skills
• Highly proficient in Microsoft Excel and other MS Office products
• Ability to multi-task and prioritize in a fast-paced team environment
• Detail-oriented, well-organized, and able to manage a high-volume workload with competing demands
• Excellent written and verbal communication skills
• Valid Life and Health Insurance Producer License required within 3 months of hire
• Department Account Management & Service Required Experience

Cultural Expectations

• Determination – unsatisfied until we are the best
• Ownership – Responsible to each other, our clients, and our goals
• Teamwork – Together we attain greater success
• Sincerity – Giving and receiving direct and caring communication

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards
• Employee Recognition Rewards Program

Qualifications

• BA/BS or technical degree required
• Strong in analytics, mathematics, problem-solving, and negotiation skills
• Highly proficient in Microsoft Excel and other MS Office products
• Ability to multi-task and prioritize in a fast-paced team environment
• Detail-oriented, well-organized, and able to manage a high-volume workload with competing demands
• Excellent written and verbal communication skills
• Valid Life and Health Insurance Producer License required within 3 months of hire
• Department Account Management & Service Required Experience