Employee Benefits Financial Analyst

Financial AnalystHUB 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.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 offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that's important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the 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 communityStrong community support and involvement through HUB GivesA 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 & 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 RFP's 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 deliverablesAssists in drafting technical sections of reports and presentation materialsAbility to meet the needs of clients in a supportive roleRecognizes the value of working with and contributing to a client team environmentDemonstrates the importance of detail and follow through to client team satisfactionDemonstrates appropriate urgencyGood listener/Note taker and comprehends subject matter during and after training initiativesAsks probing questionsPerformance and output meet client team expectationsManages and is responsible for obtaining client financial dataMeets deadlines consistentlyProactively reaches out to team to adhere to timelines and prepare for meetingsParticipation in updating tools and templates, as projects ariseBasic 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 experienceLife & Health License or successfully completes Life & Health licensing course and exams within first three months of employment with HUBSuperior customer service and critical thinking skills, with the ability to work in a team environmentDemonstrated proficiency and expertise with computer systems, Excel, and Microsoft OfficeMust be a self-starter with excellent written and verbal communications skillsAbility or adaptability to work in fast-paced, multi-tasking environmentEducation:College degree; preferably in Finance or MathA 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 preferredHUB 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. Squaremouth