Employee Benefits Financial Analyst

HUB International•Omaha, NE

2d•Onsite

About The Position

As an Employee Benefits Financial Analyst, you will provide analytical support to the Strategic Account Executives. 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. HUB values education and continuous learning, and is excited to assist you along your career development path.

Requirements

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

Nice To Haves

Bachelor's degree from an accredited 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
The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment

Responsibilities

Provide analytical support to the Strategic Account Executives to meet the data and reporting needs of the firm’s 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.
Create custom reports as needed to assist in answering customer inquiries, including plan cost variances, plan change analysis, claim history, claim projections, etc. and conduct complex analysis of data when required.
Prepare renewal information, which includes plan data, census, renewal history, obtaining renewal rates from the carrier, including any alternates, ensures commission schedule is correct.
Create bid specifications for carrier proposal requests, obtain proposals from carriers, and prepare analysis of proposal results.
Attend and participate in client meetings.