Employee Benefits Financial Analyst: Client-Focused Growth

HUB International; Raleigh (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salaries and benefits

Medical/dental/vision insurance

401k matching

Life and disability plans

Wellness program

Paid parental leave

Generous PTO

Great work/life balance

Community involvement

Job summary

HUB International is seeking a Financial Analyst to support the Financial Consultants in daily operations, gathering and auditing monthly data and preparing technical sections of financial deliverables. The FA coordinates Stop Loss RFPs with the marketing team and creates professional client-ready spreadsheets for fees, premiums, and claims experience.

The role supports the client team in meetings and financial strategy sessions, ensuring accuracy and timely delivery while contributing to the

Qualifications

• 1-5 years of insurance experience.
• Life & Health License or licensing plan within 3 months.
• Excellent customer service and teamwork skills.
• Proficient in Excel and Microsoft Office.

Responsibilities

• Assist in gathering and auditing monthly financial data.
• Prepare financial deliverables and reports for clients.
• Coordinate and manage Stop Loss RFPs with internal team.
• Present fees, premiums, and claims experience clearly to clients.
• Support FC in client meetings and financial strategy sessions.
• Meet deadlines and maintain accurate data for projects.

Skills

Customer service

Critical thinking

Written and verbal communication

Team collaboration

Fast-paced multi-tasking

Education

Finance or Math degree

Knowledge of employee benefit plans

Tools

Excel

Microsoft Office

Job description

HUB International is seeking a Financial Analyst to support the Financial Consultants in daily operations, gathering and auditing monthly data and preparing technical sections of financial deliverables. The FA coordinates Stop Loss RFPs with the marketing team and creates professional client-ready spreadsheets for fees, premiums, and claims experience.

The role supports the client team in meetings and financial strategy sessions, ensuring accuracy and timely delivery while contributing to the