Associate Financial Consultant - Employee Benefits

Hub International Insurance•New York, NY

1d•$41 - $55

About The Position

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for an Associate Financial Consultant to join our Employee Benefits team . Overview : The Associate Financial Consultant plays a key support role within our Employee Benefits department, assisting in financial analysis, renewal strategy development, client reporting, and the overall delivery of high-quality benefits consulting services. This role is ideal for a detail-oriented, analytical professional who is eager to grow their career in employee benefits, underwriting, and financial consulting within a middle-market brokerage environment.

Requirements

4 year college degree in Finance, Business, Economics, Risk Management or related field or equivalent work experience
1-2 years prior experience in employee benefits, underwriting, actuarial support or insurance brokerage
Strong analytical and quantitative skills with the ability to interpret claims data and financial reports.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
Proven ability to manage multiple responsibilities in a deadline driven environment.
Knowledge of medical, dental, vision, life, disability, and ancillary benefit plans.
Familiarity with carrier underwriting practices and financial terminology.
Proficiency in Microsoft Office with strong Excel skills, including formulas, pivot tables, and data manipulation.

Responsibilities

Assist in preparing financial reports, claims analyses, cost projections, and benchmarking for mid-market employer groups.
Support senior consultants in developing renewal strategies and modeling plan design alternatives.
Maintain and update financial tools, spreadsheets, and internal tracking documents to ensure data accuracy and consistency.
Analyze carrier underwriting results and assist in negotiating renewals with insurance carriers.
Prepare client-ready presentations, renewal packets, stewardship reports, and monthly/quarterly financial updates.
Support Account Executive team during client meetings by providing data insights, reporting, and follow-up support.
Respond to client and internal team inquiries with timely and accurate information.
Participate in marketing efforts by gathering census data, issuing RFPs, consolidating quotes, and assisting in carrier comparisons.
Help evaluate benefit plan options and contribute to plan design recommendations.
Coordinate with carriers, vendors, and internal departments to ensure seamless service delivery.
Work closely with account management, analytics, compliance, and operations teams to support client service strategies.
Assist in improving financial processes, reporting tools, and documentation standards.
Maintain knowledge of industry trends, regulatory updates, and market conditions impacting employee benefits programs.