Benefits Analyst, Employee Benefits

HUB International; San Diego (CA); On-site; USD 70,000 - 79,000; Full time

Job summary

HUB International is seeking a Benefit Analyst to support the Account Executives with data gathering, benchmarking and reporting. You will assist with quoting, renewal submissions and carrier coordination while maintaining client relationships.

As part of the Sales and Account Executive Teams, you will analyze benefits data, handle RFP strategy, and contribute to profitability through analysis and process improvements.

Qualifications

• College degree preferred with 3+ years in a carrier or brokerage setting.
• Strong communication, analytical and problem-solving abilities.
• Proficient in Microsoft Office; detail-oriented and organized.

Responsibilities

• Support Account Executives with data gathering, benchmarking and reporting duties.
• Participate in quoting, renewal submissions and carrier coordination.
• Conduct claims analysis and contribution modeling as part of strategy.
• Maintain client databases and respond to client or carrier questions.

Skills

Verbal & written communication

Analytical thinking

Problem-solving

Organizational skills

Multitasking under pressure

Team player with initiative

Attention to detail

Sense of urgency

Benefits terminology understanding

Typing speed

Education

Bachelor’s degree preferred

Tools

SmartSheet

BenAdmin

Benefit Point

Job description

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.

THE OPPORTUNITY

HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day‑to‑day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be among some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions. The purpose of the Benefit Analyst is to support the Account Executives, Advisors and with quoting, reporting and other strategic analytic processes. This position works as an integral part of the Sales and Account Executive Teams and has the responsibility to maintain excellent relationships both internally and externally with HUB clients and vendors. The Benefit Analyst serves an integral role in helping to increase profitability of existing product lines through the proposal process. Develops and communicates strategy for RFPs, results and reports to carrier partners/vendors. Responsible for the new and renewal submission and implementation as it relates to the quoting process. Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination. Interprets client's needs and makes recommendations on direction of RFP and contribution analysis. Quoting new and renewal groups Understands and analyzes the respective markets and products in order to find the best solutions to meet client's needs. Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non‑responses and late submissions. Negotiates with carriers throughout the RFP process. Addresses carrier questions during RFP process and advises carriers on the client benefit strategy. Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties. Conducts claims analysis and contribution modeling. Interprets census data and evaluates it for accuracy. Communicates with Account Executives and Producers on status of marketing activity. Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems. Creates and updates templates used during the strategy and marketing process. Adds to and maintains client access to external online portals. Provides training as a subject‑matter‑expert to other Client Services team members on various topics. Manages and assists with client‑related service issues. Attend carrier sales meetings, trainings, and webinars. Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers. Communication and coordination with the carriers and internal HUB Team. Expert user in BenAdmin, workflow, carrier and proposal systems. Perform research and problem resolution of data issues using multiple systems, tools and resources. Maintains positive relationships both internally and externally. Maintain HUB Values including HIPPA and ACA Compliance. Ensures we're meeting HUB turn‑around times as outlined in the KPIs. Assist in the development and implementation of new processes and procedures. Functions as the analytical subject matter in strategy meetings with Account Executive and Producer. Provides mentorship to more junior Benefit Analysts. Works within the project management tool SmartSheet. Works within Benefit Point to update client information.

WHAT YOU BRING TO THE TABLE

• College Degree preferred 3+ years working for a carrier or brokerage firm.
• Strong verbal and written communication skills
• Analytical and problem‑solving abilities
• Proficient in Microsoft Office – intermediate to expert user level preferred.
• Excellent organizational skills
• Ability to work well under pressure with attention to detail
• Team oriented self‑starter with ability to prioritize, monitor and control workflow deadlines and be flexible
• Detail oriented
• Sense of urgency
• Understanding of benefits & benefit terminology
• Proficient typing ability
• High degree of independence and problem‑solving skills
• Accurate completion of enrollment/changes which includes follow‑up with carriers and team

WHY CHOOSE HUB

Throughout our network of more than 450 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 creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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The expected salary range for this position is $70,000 - $79,000k depending on geographical location 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.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid‑time‑off benefits, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Bachelor's degree (4-year degree).

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full‑service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

For more information, please visit hubinternational.com.