Financial Analyst

About Hub International HUB 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. 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 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The 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 community Strong community support and involvement through HUB Gives Summary 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 knowledge Reconciliation of Surplus Lines Tax Transactions Knowledge of required documents needed for filing and client records Work with diverse personalities and build relationships with Producers, Account Managers, State Insurance Regulators, Stamping Offices Assist Producers and Account Managers - Tax rates, Affidavits, Home State designation Submit required documents to states to facilitate timely filings Assist in the development and maintenance of surplus lines processes and procedures Assist in reading and interpreting state surplus lines related to administrative code Assist in review of debits and credits over 45 days Qualifications Two years’ work experience in the insurance industry-preferable High School diploma is required, Bachelor’s degree is preferred Prefer experience with Applied Systems (EPIC) Soft skills (i.e. problem solver, team player, proactive, entrepreneurial) Strong desire to learn and foster a community of compliance Knowledge of methods of compiling, organizing and analyzing data Ability to understand and apply rules, regulations, policies, and procedures Ability to plan, organize and coordinate work activities independently Excellent communication, interpersonal skills and positive attitude Very strong detail skills Department Accounting & Finance Required Experience: 1-2 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent 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. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of this website or need assistance completing the application process, please contact the recruiting team 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. #J-18808-Ljbffr