Financial Analyst

HUB International • Fort Worth, TX

1d • Hybrid

About The Position

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: • are seeking a progressive work environment at a rapidly growing organization • have a desire to help others protect their future • have an entrepreneurial spirit and are challenged by the opportunity to grow the business • are focused on learning and development to enhance your industry knowledge and expertise • are a self-starter willing to invest time and energy to learn the technical aspects of our business • believe in integrity and building success by developing relationships with others Position Summary: Our team is growing, and we are looking for a Financial Analyst in our Employee Benefits department. As a member of the financial consulting team, you will be responsible for providing financial reporting to a subset of HUB clients as determined by the department manager. The focus of the position is to provide analytics, financial analysis, and return on investment solutions; primarily for self-funded and ASO clients. You will work with team members throughout the various HUB Texas offices to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact to HUB’s clients. You will play a supportive role in prospective client RFP responses and finalist presentations, as well as client renewal presentations where and when appropriate.

Requirements

• Must have or be willing to obtain Life and Health General Lines Insurance License
• Strong in analytics, mathematics and problem-solving skill sets
• Must be highly proficient in Microsoft Excel as well as other MS Office products
• Ability to multi-task and prioritize in a fast-paced team environment
• Must be detail-oriented, well-organized and have the ability to manage a high-volume workload with competing demands
• Ability to travel to multiple Texas office locations and client sites as needed
• Excellent written and verbal communication skills

Responsibilities

• Be responsible for providing detailed and accurate financial reporting on a growing block of business to HUB’s clients; particularly their HR and C-suite level representatives
• Produce client-facing financial reporting to include; regular reporting, independent underwriting and renewal analysis, renewal projections, IBNR estimation, actuarial analysis and budgeting
• Manage multiple deadlines and workflows within a fast-paced, team environment while maintaining high levels of communications both internally and with clients
• Manages and is responsible for obtaining and compiling client data from vendor partners
• Assist in developing, enhancing and maintaining underwriting methods and techniques
• Become familiar with and develop skill set around data analytics
• Maintain comprehensive knowledge of carrier products and networks, cost management solutions and various funding mechanisms
• Contribute to enhancement of client services/sales by being well informed and maintaining a familiarity with industry trends
• Responsible for managing the workflow of all cases defined within the EB teams across Texas

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED