Financial Analyst
5HM Hub International Texas
Position Summary Our team is growing, and we are looking for a Financial Analyst in our Employee Benefits department. As a member of the financial consulting team, you will be responsible for providing financial reporting to a subset of HUB clients as determined by the department manager. The focus of the position is to provide analytics, financial analysis, and return on investment solutions, primarily for self‑funded and ASO clients. You will work with team members throughout the various HUB Texas offices to assist with the delivery and presentation of cost management data and associated solutions that provide bottom‑line impact to HUB’s clients. You will play a supportive role in prospective client RFP responses and finalist presentations, as well as client renewal presentations where and when appropriate. Responsibilities Provide detailed and accurate financial reporting on a growing block of business to HUB’s clients, particularly their HR and C‑suite level representatives. Produce client‑facing financial reporting, including regular reporting, independent underwriting and renewal analysis, renewal projections, IBNR estimation, actuarial analysis and budgeting. Manage multiple deadlines and workflows within a fast‑paced, team environment while maintaining high levels of communication both internally and with clients. Obtain and compile client data from vendor partners. Assist in developing, enhancing, and maintaining underwriting methods and techniques. Become familiar with and develop skill set around data analytics. Maintain comprehensive knowledge of carrier products and networks, cost management solutions and various funding mechanisms. Contribute to enhancement of client services and sales by being well‑informed and maintaining familiarity with industry trends. Manage the workflow of all cases defined within the EB teams across Texas. Skills and Abilities Must have or be willing to obtain Life and Health General Lines Insurance License. Strong analytical, mathematical and problem‑solving skill sets. 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. Ability to travel to multiple Texas office locations and client sites as needed. Excellent written and verbal communication skills. Department and Requirements Department: Accounting & Finance Required Experience: Less than 1 year of relevant experience. Required Travel: No travel required. Required Education: High school or equivalent. Equal Employment Opportunity HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. Accessibility Statement We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. #J-18808-Ljbffr
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