HUB International Limited (“HUB”) is the 5th 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 14,000 employees in 500+ 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 we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
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 products
Strong 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
Department Accounting & FinanceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired 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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