Financial Analyst

ABOUT HUB INTERNATIONAL :

HUB International Limited ( HUB ) is the 5th 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 18,000 employees in 500+ 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 offeringsMedical / dental / vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramGenerous 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 :

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.

ESSENTIAL DUTIES AND 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
• Completes initial level of standard financial deliverables
• 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

EDUCATION :

• College degree; preferably in Finance or Math
• 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

Department Account Management & ServiceRequired Experience : 2-5 years of relevant experienceRequired Travel : Up to 25%Required Education : Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action 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.

The EEO is the Law poster and its supplement is available here at.

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