Benefits Analyst II: Renewal & Modeling Expert

HUB International; Irvine (CA); On-site; USD 78,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Bonuses / commissions

Equity

Job summary

HUB International in Irvine, CA is seeking a Benefits Analyst II to support client relationships and provide technical underwriting support, including renewal analysis, benchmarking, and contribution modeling. The role requires solid benefits knowledge, strong Excel and math skills, and collaborative abilities with internal teams and external partners.

The position is part of the Department Account Management & Service, with a focus on market analysis, bid tracking, and client presentations.

Qualifications

• High School / GED required; Bachelor’s degree preferred.
• 2-4 years related experience and/or training or equivalent combination of education & experience.
• Must hold a valid CA Life Agent license.

Responsibilities

• Functions as the analytical subject matter in strategy meetings with Account Executive and Producer, including, but not limited to, communicating the status of marketing activity.
• Supports renewal analysis, benchmarking, and contribution modeling.
• Addresses carrier questions during Market Analysis process and advises carriers on the client benefit strategy.
• Conducts the Market Analysis process: Develops and communicates strategy for Market Analysis, analyzes Market Analysis results, and prepares internal summaries and presentation content.
• Examines benefits and claims data for Market Analysis, including reviewing census files and ensuring data accuracy.
• Organizes and tracks carrier and vendor bids, follows up on outstanding submissions, and addresses carrier questions during the process.
• Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems.
• Supports plan change tracking, rate negotiations, renewal analysis, benchmarking, and contribution modeling.
• Creates and updates templates, timelines, exhibits, and presentation-ready reports for internal and client use.
• Performs other duties and projects as assigned.

Education

Bachelor’s degree preferred

CA Life Agent license

Job description

HUB International in Irvine, CA is seeking a Benefits Analyst II to support client relationships and provide technical underwriting support, including renewal analysis, benchmarking, and contribution modeling. The role requires solid benefits knowledge, strong Excel and math skills, and collaborative abilities with internal teams and external partners.

The position is part of the Department Account Management & Service, with a focus on market analysis, bid tracking, and client presentations.