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  • Financial Analyst

    HUB International (Sandy, UT)



    Apply Now

    **Are you a bright, outgoing, people-oriented person? If so, this is the career for you.** At HUB, we value education and continuous learning and are excited to assist you along your career development path.

     

    As an **Employee Benefits Financial Analyst** , you will provide analytical support to Business Advisors and client services team. **You will** **build relationships** with internal and external customers while providing guidance and assistance. **You will have continuous learning** and development opportunities to work towards your career goals.

    We are the perfect fit if you:

    + Are seeking a progressive work environment at a rapidly growing organization

    + Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

    + Are focused on learning and development to enhance your industry knowledge and expertise

    + Are a self-starter willing to invest time and energy to learn the technical aspects of our business

    + Believe in integrity and building success by developing relationships with others

    Your job responsibilities as an Employee Benefits Financial Analyst

    + Provides analytical support to meet the data and reporting needs of our clients. Serve as a reporting and analytics Subject Matter Expert (SME) for internal and external stakeholders, providing information and guidance in resolving inquiries. Develop routine reports for clients to include renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.

    + Creates custom reports as needed to assist in answering client inquiries, including plan cost variances, plan change analysis, claim history, claim projections, etc. and conduct complex analysis of data when required. You will prepare renewal information, which includes plan data, census, and renewal history.

    + Develops and communicates strategy for RFPs, results and reports to carrier partners/vendors. Responsible for the new and renewal submission and implementation as it relates to the quoting process. Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination.

    + Interprets client’s needs and makes recommendations on direction of RFP and contribution analysis.

    + Quoting new and renewal groups

    + Understands and analyzes the respective markets and products in order to find the best solutions to meet client’s needs.

    + Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non-responses and late submissions.

    + Negotiates with carriers throughout the RFP process.

    + Addresses carrier questions during RFP process and advises carriers on the client benefit strategy.

    + Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties.

    + Conducts claims analysis and contribution modeling.

    + Interprets census data and evaluates it for accuracy.

    + Communicates with Account Executives and Producers on status of marketing activity.

    + Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems.

    + Creates and updates templates used during the strategy and marketing process.

    + Adds to and maintains client access to external online portals.

    + Provides training as a subject-matter-expert to other Client Services team members on various topics.

    + Manages and assists with client-related service issues.

    + Attend carrier sales meetings, trainings, and webinars.

    + Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers.

    + Communication and coordination with the carriers and internal HUB Team.

    + Expert user in BenAdmin, workflow, carrier and proposal systems.

    + Perform research and problem resolution of data issues using multiple systems, tools and resources.

    + Maintains positive relationships both internally and externally.

    + Ensures we’re meeting HUB turn-around times as outlined in the KPIs.

    + Assist in the development and implementation of new processes and procedures.

    + Functions as the analytical subject matter in strategy meetings with Account Executive and Producer.

    + Works within the project management tool SmartSheet.

    Qualifications:

    + Bachelor's degree from college or university preferred

    + Minimum two years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred

    + An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications

    + Must be a critical thinker, with strong communication, interpersonal, multi-tasking and organizational skills

    + Excellent verbal and written communication skills

    + The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment

    + Strong communication, interpersonal, multi-tasking, and organizational skills required

    + Must be thorough, detail-oriented and is responsible for working with confidential information

    + Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs

    + Ability to function independently with minimal supervision

     

    Why Choose HUB?

     

    At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

     

    When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

     

    Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 16,000 professionals in 500 offices across North America.

     

    Department Account Management & Service

     

    Required Experience: 2-5 years of relevant experience

     

    Required Travel: No Travel Required

     

    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.

     

    E-Verify Program (https://hubinternational.jobs/e-verify/)

     

    We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

     


    Apply Now



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