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Financial Analyst

HUB International

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 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 are a conglomerate of legal, accounting, and public relations knowledgeReconciliation of Surplus Lines Tax TransactionsKnowledge of required documents needed for filing and client recordsWork with diverse personalities and build relationships with Producers, Account Managers, State Insurance Regulators, Stamping OfficesAssist Producers and Account Managers - Tax rates, Affidavits, Home State designationSubmit required documents to states to facilitate timely filingsAssist in the development and maintenance of surplus lines processes and proceduresAssist in reading and interpreting state surplus lines related to administrative codeAssist in review of debits and credits over 45 daysQualifications:Two years' work experience in the insurance industry-preferableHigh School diploma is required, Bachelor's degree is preferredPrefer experience with Applied Systems (EPIC)Soft skills (i.e. problem solver, team player, proactive, entrepreneurial)Strong desire to learn and foster a community of complianceKnowledge of methods of compiling, organizing and analyzing dataAbility to understand and apply rules, regulations, policies, and proceduresAbility to plan, organize and coordinate work activities independentlyExcellent communication, interpersonal skills and positive attitudeVery strong detail skillsHUB 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.E-Verify ProgramWe 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 at View email address on click.appcast.io. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Vacancy posted 5 days ago
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