Employee Benefits Financial Analyst

HUB International; Metairie (LA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

401k matching

Company-paid life and disability

Generous PTO

Wellbeing program

Job summary

HUB International is seeking a Financial Analyst in Metairie, LA to support the Financial Consultant team with monthly to annual reporting, data gathering, and template management. You will build and adjust EBFC templates to enhance consulting capabilities and ensure accuracy across project requests.

The role emphasizes strong math, analytical skills, and proficiency with Excel/MS Office, with opportunities for growth within a large benefits broker network.

Qualifications

• BA degree in Math or Finance or technical degree preferred.
• Knowledge of employee benefits.
• Familiar with HRA/HSA’s as well as Self-Funded, Fully-Insured funding.
• Proficiency with Microsoft Office products.

Responsibilities

• Preparing/tracking of monthly/quarterly/annual reporting (Claim Reporting, IBNR’s) on selected book of business.
• Communicating with the Benefit Consultant team regarding data needed based on submission and turnaround time.
• Track carrier portal information for report gathering to produce reporting.
• Maintain clear communication in EBFC team meetings.
• Manage Book of Business template.
• Manage Project Request Tracking template.
• Use technical skills to prepare excel templates and reporting for EBFC team.

Skills

Financial analysis

Analytical skills

Strong math

Negotiation

Communication

Multi-tasking

Detail-oriented

Education

BA in Math or Finance

Tools

Microsoft Excel

Microsoft Office

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

A Financial Analyst (FA) assists the Financial Consultant (FC) and Financial Consultant Manager (FCM) in the day-to-day needs of the business. Typical functions include but are not limited to: gathering and preparing Claim Reporting, IBNR’s. Preparing spreadsheets to display and communicate fully Insured pre-renewal projections, and plan designs change request. The FA is responsible for tracking project request, and vetting project submissions for accuracy. The job of the FA is to use technical expertise to build spreadsheets and adjust current templates for the EBFC department to allow them to provide more consulting to the benefit consultant team.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Preparing/tracking of monthly/quarterly/annual reporting (Claim Reporting, IBNR’s) on selected book of business
• Communicating with the Benefit Consultant team regarding outstanding data needed based on submission received and TAT expected
• Track all necessary carrier portal information (Log in and password) for report gathering to produce reporting
• Maintaining clear communication in team meetings with EBFC team
• Manage Book of Business template
• Manage Project Request Tracking template
• Use technical skills as needed to prepare excel templates and reporting for EBFC team.

REQUIREMENTS:

• BA degree in Math or Finance or technical degree preferred
• Knowledge of employee benefits
• Familiar with HRA/HSA’s as well as Self-Funded, Fully-Insured funding
• Proficiency with Microsoft Office productsStrong math, communication, negotiation, and analytical skills
• Demonstrates multi-tasking ability
• Must be detail-oriented, well-organized and have the ability to manage a high volume workload with

What we offer you

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

Equal Employment Opportunity:

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify:

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada, through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.