Employee Benefits Financial Analyst

HUB International•Metairie, LA

About The Position

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the 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 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. 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.

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

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.

Benefits

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
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
Structured training, licensing support and ongoing development opportunities designed to accelerate your career
Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career