Employee Benefits Financial Analyst

ABOUT HUB INTERNATIONAL

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.

WHAT WE OFFER YOU

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401(k) 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 The opportunity to be part of a motivated, winning team with the ability to learn from top industry talent 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

SUMMARY

A Financial Analyst (FA) assists the Financial Consultants (FC) in the day‑to‑day needs of the business. Typical functions include, but are not limited to, gathering and auditing monthly financial data and completing initial technical sections of financial deliverables. The FA can readily justify and support analytical work regarding projections and other estimates. Additionally, they coordinate and manage 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 of the FA 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Completes initial level of standard financial deliverables Assists in drafting technical sections of reports and presentation materials Ability to meet 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 Consistently meets deadlines 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 EB 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 completion of Life & Health licensing course and exams within the 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 communication skills Ability or adaptability to work in a fast‑paced, multi‑tasking environment

EDUCATION

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

EMPLOYER STATEMENT

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. #J-18808-Ljbffr 5HG Hub International Carolinas, a Division of Hub International Midwest Limited