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HUB International · 1 day ago

Employee Benefits Financial Analyst

Metairie, LA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

HUB International Limited is one of the largest global insurance and employee benefits brokers, providing a broad array of services. The Financial Analyst assists Financial Consultants with financial data management, prepares deliverables, and supports client meetings to meet financial needs.

Financial ServicesInsuranceInsurTechRisk Management

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

Qualification

Life & Health LicenseExcelMicrosoft OfficeInsurance experienceEmployee benefit plansCustomer service skillsCritical thinkingWritten communicationVerbal communicationTeamworkAdaptability

Required

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

Preferred

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

College degree is preferred; preferably in Finance or Math