Employee Benefits Financial Analyst

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

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 & 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.

- Completes initial level of standard financial deliverables

- Assists in drafting technical sections of reports and presentation materials

- 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

- Good listener/Note taker and comprehends subject matter during and after training initiatives

- Completes initial level of standard financial deliverables

- Manages and is responsible for obtaining client financial data

- Proactively reaches out to team to adhere to timelines and prepare for meetings

- Participation in updating tools and templates, as projects arise

- Proficient in assisting with the resolution of client or vendor data and financial issues.

- Gains understanding of strategic planning process and client service cycle.

- 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

- A 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 preferred