Financial Analyst

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, 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

HUB International is seeking a detail-oriented Financial Analyst to support our surplus lines tax operations. In this role, you will file surplus line taxes, reconcile transactions, and assist producers and account managers with tax rates, affidavits, and state filings.

Responsibilities

• Filing Surplus line taxes and review of client balances over 45 days
• Reconciliation of Surplus Lines Tax Transactions
• Knowledge of required documents needed for filing and client records
• Work with diverse personalities and build relationships with Producers, Account Managers, State Insurance Regulators, Stamping Offices
• Assist Producers and Account Managers with tax rates, Affidavits, Home State designation
• Submit required documents to states to facilitate timely filings
• Assist in the development and maintenance of surplus lines processes and procedures
• Assist in reading and interpreting state surplus lines related to administrative code
• Assist in review of debits and credits over 45 days

Requirements

• Two years’ work experience in the insurance industry (preferable)
• High School diploma is required, Bachelor’s degree is preferred
• Prefer experience with Applied Systems (EPIC)
• Strong desire to learn and foster a community of compliance
• Knowledge of methods of compiling, organizing and analyzing data
• Ability to understand and apply rules, regulations, policies, and procedures
• Ability to plan, organize and coordinate work activities independently
• Excellent communication and interpersonal skills
• Very strong detail skills

Required Experience: 1-2 years of relevant experience

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
• Generous PTO Package (Vacation, Holiday, Sick, and Personal Time Off)
• Great work/life balance
• Employee engagement events
• Opportunity to learn from colleagues who are among the top talent in the industry
• Growth potential
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives