Financial Analyst, Employee Benefits

HUB International; Troy (MI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, and Vision (PPO, HMO,

HSA

401(k) Retirement Plan

Life and Disability Plans

Vacation, Holiday, Sick, and Personal

Job summary

HUB International is seeking a financial consulting specialist to deliver detailed financial reporting and cost analytics for HUB clients across Michigan and Indiana. You will support cost management data delivery, market contract analyses, and pricing strategies to drive client value.

The role requires strong Excel skills, analytical acumen, and the ability to collaborate with HUB’s Midwest-East offices. Travel to client sites will be required as needed, with opportunities for professional

Qualifications

• BA/BS or technical degree required.
• Strong analytics, mathematics, problem-solving and negotiation skills.
• Proficient in Microsoft Excel and MS Office products.
• Ability to multi-task and prioritize in a fast-paced team environment.
• Must be detail-oriented, well-organized and able to manage a high-volume workload with competing demands.
• Must be able to travel to all office locations and client sites as needed.
• Excellent written and verbal communication skills.

Responsibilities

• Be responsible for providing detailed and accurate financial consulting on a growing block of business to HUB’s clients; particularly their HR and C-suite level representatives
• Gather and prepare client information to be sent to our carrier partners for market analysis
• Coordinate and manage information requests and deadlines for carrier proposal responses
• Produce and effectively present client-facing market contract and pricing analyses to assist clients in their benefits purchasing and strategy process
• Manage multiple deadlines and workflows within a fast-paced, team environment while maintaining high levels of communication both internally and with clients
• Maintain comprehensive knowledge of carrier products and networks, cost management solutions and various funding mechanisms
• Engage in carrier negotiations while managing the overall renewal/marketing process
• Contribute to enhancement of client services/sales by being well informed and maintaining a familiarity with industry trends

Skills

Analytics

Excel

Negotiation

Communication

Multi-tasking

Teamwork

Travel flexibility

Education

BA/BS or technical degree

Tools

MS Excel

MS Office

Job description

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB is one of the largest global insurance and employee benefits brokers, 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

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunities!

Benefits You May Enjoy Working At HUB International Midwest-East

• Medical, Dental, and Vision (PPO, HMO, and HSA)


• Comprehensive Wellness Program


• 401(k) Retirement Plan


• Life and Disability Plans


• Vacation, Holiday, Sick, and Personal Time Off


• Spending Accounts


• Pet Insurance


• Comprehensive Onboarding Program


• Continuing Education / Personal Development Programs


• Flexible Work Arrangements


• Employee Engagement Events


• Dress for Your Day Dress-Code


• Service Awards


• Employee Recognition Rewards Program

Here’s Where You Come In

As a member of the financial consulting team, you will be responsible for providing financial reporting to a subset of HUB clients as determined by the department manager. The focus of this position is to provide regular financial and analytics reporting as well as market contract and pricing analyses to both fully insured and self-funded group clients.

You will work with team members throughout the HUB Midwest-East offices in Michigan and Indiana to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact to HUB’s clients. You will also play a consultative role in client renewal presentations as appropriate.

Job Responsibilities

• Be responsible for providing detailed and accurate financial consulting on a growing block of business to HUB’s clients; particularly their HR and C-suite level representatives


• Gather and prepare client information to be sent to our carrier partners for market analysis


• Coordinate and manage information requests and deadlines for carrier proposal responses


• Produce and effectively present client-facing market contract and pricing analyses to assist clients in their benefits purchasing and strategy process


• Manage multiple deadlines and workflows within a fast-paced, team environment while maintaining high levels of communication both internally and with clients


• Maintain comprehensive knowledge of carrier products and networks, cost management solutions and various funding mechanisms


• Engage in carrier negotiations while managing the overall renewal/marketing process


• Contribute to enhancement of client services/sales by being well informed and maintaining a familiarity with industry trends

Cultural Expectations

• Determination – unsatisfied until we are the best. We go the extra mile for clients and our colleagues.


• Ownership – Responsible to each other, our clients, and our goals.


• Teamwork – Together we attain greater success.


• Sincerity – Giving and receiving direct and caring communication

Qualifications

• BA/BS or technical degree required


• Strong in analytics, mathematics, problem-solving and negotiation skills


• Must be highly proficient in Microsoft Excel as well as other MS Office products


• Ability to multi-task and prioritize in a fast-paced team environment


• Must be detail-oriented, well-organized and have the ability to manage a high-volume workload with competing demands


• Ability to travel to all office locations and client sites as needed


• Excellent written and verbal communication skills


• Valid Life and Health Insurance Producer License will be required within 3 months of hire

Department Accounting & Finance

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity 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.

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