Financial Analyst

Hub International Insurance•Metairie, LA

18h•Onsite

About The Position

HUB International is seeking a detail-oriented Financial Analyst to support our surplus lines tax operations. In this role, you will file surplus line taxes, reconcile transactions, and assist producers and account managers with tax rates, affidavits, and state filings.

Requirements

Two years’ work experience in the insurance industry-preferable
High School diploma is required, Bachelor’s degree is preferred
Prefer experience with Applied Systems (EPIC)
Soft skills (i.e. problem solver, team player, proactive, entrepreneurial)
Strong desire to learn and foster a community of compliance
Knowledge of methods of compiling, organizing and analyzing data
Ability to understand and apply rules, regulations, policies, and procedures
Ability to plan, organize and coordinate work activities independently
Excellent communication, interpersonal skills and positive attitude
Very strong detail skills

Responsibilities

Filing Surplus line taxes and review of client balances over 45 days are a conglomerate of legal, accounting, and public relations knowledge
Reconciliation of Surplus Lines Tax Transactions
Knowledge of required documents needed for filing and client records
Work with diverse personalities and build relationships with Producers, Account Managers, State Insurance Regulators, Stamping Offices
Assist Producers and Account Managers - Tax rates, Affidavits, Home State designation
Submit required documents to states to facilitate timely filings
Assist in the development and maintenance of surplus lines processes and procedures
Assist in reading and interpreting state surplus lines related to administrative code
Assist in review of debits and credits over 45 days

Benefits

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