Benefits Financial Analyst — Client-Focused Growth

HUB International; New Bern (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salaries

Medical/dental/vision insurance

401k matching

Life and disability insurance

HSA funding

Paid parental leave

PTO package

Wellness program

Career growth

Community involvement

Job summary

HUB International is seeking a Financial Analyst in North Carolina to support Financial Consultants with monthly data, financial deliverables, and stop loss RFP coordination. The role emphasizes presenting fees, premiums, and claims experience to clients and assisting the FC in client meetings and strategy sessions.

The ideal candidate has 1–5 years of insurance experience, a Finance/Math degree, and strong Excel/Microsoft Office skills.

Qualifications

• 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

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.

Skills

Excel

Microsoft Office

Customer service

Communication skills

Insurance industry knowledge

Education

College degree in Finance or Math

Knowledge of employee benefit plans (HMOs, PPOs)

Tools

CRM systems

Microsoft Office

Job description

HUB International is seeking a Financial Analyst in North Carolina to support Financial Consultants with monthly data, financial deliverables, and stop loss RFP coordination. The role emphasizes presenting fees, premiums, and claims experience to clients and assisting the FC in client meetings and strategy sessions.

The ideal candidate has 1–5 years of insurance experience, a Finance/Math degree, and strong Excel/Microsoft Office skills.