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HUB International · 1 month ago

Associate Financial Consultant - Employee Benefits

New York, NY

Full-time

Hybrid

Entry Level

$41.21/hr - $54.95/hr

1+ years exp

HUB International is a leading insurance brokerage firm that empowers its employees to make a significant impact in their careers. The Associate Financial Consultant will support the Employee Benefits team in financial analysis, renewal strategy development, and client reporting, contributing to high-quality benefits consulting services.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Assist in preparing financial reports, claims analyses, cost projections, and benchmarking for mid-market employer groups

Support senior consultants in developing renewal strategies and modeling plan design alternatives

Maintain and update financial tools, spreadsheets, and internal tracking documents to ensure data accuracy and consistency

Analyze carrier underwriting results and assist in negotiating renewals with insurance carriers

Prepare client-ready presentations, renewal packets, stewardship reports, and monthly/quarterly financial updates

Support Account Executive team during client meetings by providing data insights, reporting, and follow-up support

Respond to client and internal team inquiries with timely and accurate information

Participate in marketing efforts by gathering census data, issuing RFPs, consolidating quotes, and assisting in carrier comparisons

Help evaluate benefit plan options and contribute to plan design recommendations

Coordinate with carriers, vendors, and internal departments to ensure seamless service delivery

Work closely with account management, analytics, compliance, and operations teams to support client service strategies

Assist in improving financial processes, reporting tools, and documentation standards

Maintain knowledge of industry trends, regulatory updates, and market conditions impacting employee benefits programs

Qualification

Financial analysisEmployee benefits knowledgeAnalytical skillsMicrosoft ExcelCommunication skillsUnderwritingOrganizational skillsAttention to detailTime management