Senior Financial Analyst - Employee Benefits

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others
• Actively foster and maintain strong positive relationships in a team environment
• Display a positive, professional, and enthusiastic attitude
• Are focused on learning and development to enhance your industry knowledge and expertise

Here’s where you come in:

We are currently seeking a Senior Financial Analyst to join our Employee Benefits team. You’ll primarily be responsible for supporting HUB client teams through financial strategy including monitoring and analyzing on various aspects of clients’ employee benefits programs. Specific tasks include regularly reviewing team’s work for deliverables and providing direction on financial projects. Primarily responsible for providing financial reporting, detailed utilization analytics, projections, reserve calculations to large high revenue clients, in addition to, helping to develop new tools/templates for the region, and implement teamwide and national initiatives.

Other responsibilities of the Senior Financial Analyst role include:

• Ongoing evaluation, refinement and creation of regional financial tools, trainings and resources.
• Analyze claims utilization to provide to internal teams and clients at a regular cadence.
• Project/underwrite annual expenses associated with plans, including valuation of changes proposed to benefit program.
• Be a subject matter expert and team resource in various aspects of financial analytics including assisting in the development of junior analysts.
• Regularly attend virtual internal meetings with service teams, client and prospect meetings as needed as the financial lead and is an active participant in strategic discussions.
• Review and evaluate client financial deliverables to ensure they are complete, accurate and support meeting goals and objectives for client/prospect meetings.
• Understanding of current industry trends.

You’re great at:

• Life & Health License required
• Well versed in self-funded benefit plans including reporting, renewal projections, and reserve calculations
• Familiarity with actuarial software
• Experience reviewing and evaluating carrier produced renewal calculations
• Proficiency in Microsoft Windows and Microsoft Office programs.
• Experience with producing self-funded feasibility analyses for fully insured and level funded clients.
• Intermediate skills in Microsoft Excel, Microsoft PowerPoint, Microsoft Word.
• Visual Basic for Applications (VBA) programming preferred but not required.
• Aptitude for analytical/financial work.
• Time management.
• High level of communication, primarily internally with colleagues and team members around deadlines and other similar items, but also with external clients and industry professionals.

To perform the job successfully, an individual should demonstrate the following competencies:

• Strong critical thinking skills
• Strong ability to interpret data and written information
• Write clearly and informatively
• Strong initiative and a very strong attention to detail
• Ability to comfortably speak in front of groups to convey benefit information
• Support everyone's efforts to succeed as a team

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Skills & Reasoning Ability

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. General knowledge of the principals of statistics, such as the law of large numbers (i.e. larger sample sizes being more credible). Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Here’s what we can offer:

At HUB, we believe in giving our employees the room and space they need to do their job.  We believe in paying a fair wage with bonus opportunities and offering great benefits like:

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!

The expected salary range for this position is $115,000.00 - $120,000.00 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level.

We offer a large selection of benefits that are customizable to fit your personal needs – a portfolio of both comprehensive and affordable choices.

Our work environment encourages critical and independent thinking, problem-solving and project-management.  We trust our employees to make good decisions for our clients and we give them the space to do that.  Our work atmosphere is comfortable and offers a “dress for your day” policy as well as a flexible work schedule.

Life us so far?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today!

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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

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