Employee Benefits Financial Analyst

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 Meets deadlines consistently Proactively reaches out to team to adhere to timelines and prepare for meetings Participation 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 successfully completes Life & Health licensing course and exams within 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 communications skills Ability or adaptability to work in fast-paced, multi-tasking environment Hard Skills financial deliverables client financial data management Excel Microsoft Office data resolution strategic planning client service cycle Soft Skills customer service critical thinking teamwork written communication verbal communication attention to detail proactive communication listening skills adaptability time management Certifications & Qualifications Life & Health License #J-18808-Ljbffr