Employee Benefits Financial Analyst

HUB International•Metairie, LA

About The Position

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 Department Accounting & Finance
2-5 years of relevant experience

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, 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