• Senior Financial Analyst

    HUB International (Nashville, TN)


    ABOUT HUB INTERNATIONAL:

    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 16,000 employees in 530+ 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 Senior Financial Analyst (FA) assists the Financial Consultants (FC) in the day-to-day needs of the business. Typical functions include but are not limited to gathering and auditing monthly financial data & completing technical sections of financial deliverables. The Senior FA can readily justify and support analytical work regarding projections and other estimates. The Senior FA prepares spreadsheets to display and communicate fees, premiums, total cost, and claims experience in a professional format to present to clients. The primary job of the Senior FA is to meet the financial needs of the client in a supportive role to ensure the FC can participate in client meetings and financial strategy sessions. Additionally, they mentor less experienced financial analysts by peer reviewing their work, fielding questions about financial spreadsheets, projections and IBNR’s, while maintaining their own book of business.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    + Completes standard financial deliverables

    + Claims Projections

    + Budget to Actual Reporting

    + IBNR Reserves

    + Assists in drafting technical sections of reports and presentation materials

    + Ability to meet the needs of clients in a supportive role

    + Recognizes the value of working with and contributing to a client team environment

    + Demonstrates the importance of detail and follow through to client team satisfaction

    + Demonstrates appropriate urgency

    + Good listener/Note taker and comprehends subject matter during and after training initiatives

    + Asks probing questions

    + Performance and output meet client team expectations

    + Completes standard financial deliverables

    + Manages and is responsible for obtaining client financial data

    + Meets deadlines consistently

    + Proactively reaches out to team to adhere to timelines and prepare for meetings

    + Participation in updating tools and templates, as projects arise

    + Basic understanding of EB compliance requirements.

    + Proficient in assisting with the resolution of client or vendor data and financial issues.

    + Gains understanding of strategic planning process and client service cycle.

    + Mentors lesser experienced FA’s.

    REQUIREMENTS:

    + 3-5 years of insurance experience

    + 3-5 years of underwriting experience preferred

    + Life & Health License or successfully completes Life & Health licensing course and exams within first three months of employment with HUB

    + Superior customer service and critical thinking skills, with the ability to work in a team environment

    + Demonstrated proficiency and expertise with computer systems, Excel, and Microsoft Office

    + Must be a self-starter with excellent written and verbal communications skills

    + Ability or adaptability to work in fast-paced, multi-tasking environment

    + Ability to work autonomously

    EDUCATION:

    + College degree; preferably in Finance or Math

    + A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances preferred

     

    Department Account Management & Service

     

    Required Experience: 1-2 years of relevant experience

     

    Required Travel: Negligible

     

    Required Education: College diploma (3-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/)

     

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