ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th 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 16,000 employees in 530+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

SUMMARY:

A Senior Financial Analyst (FA) assists the Financial Consultants (FC) in the day-to-day needs of the business. Typical functions include but are not limited to gathering and auditing monthly financial data & completing technical sections of financial deliverables. The Senior FA can readily justify and support analytical work regarding projections and other estimates. The Senior FA prepares spreadsheets to display and communicate fees, premiums, total cost, and claims experience in a professional format to present to clients. The primary job of the Senior FA is to meet the financial needs of the client in a supportive role to ensure the FC can participate in client meetings and financial strategy sessions. Additionally, they mentor less experienced financial analysts by peer reviewing their work, fielding questions about financial spreadsheets, projections and IBNR’s, while maintaining their own book of business.

REQUIREMENTS:

• 3-5 years of insurance experience
• 3-5 years of underwriting experience preferred
• Life & Health License or successfully completes Life & Health licensing course and exams within first three months of employment with HUB
• Superior customer service and critical thinking skills, with the ability to work in a team environment
• Demonstrated proficiency and expertise with computer systems, Excel, and Microsoft Office
• Must be a self-starter with excellent written and verbal communications skills
• Ability or adaptability to work in fast-paced, multi-tasking environment
• Ability to work autonomously

EDUCATION:

• College degree; preferably in Finance or Math
• A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances preferred
  Department Account Management & Service
  Required Experience: 1-2 years of relevant experience
  Required Travel: Negligible
  Required Education: College diploma (3-year degree)
  HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.
  E-Verify Program
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• Completes standard financial deliverables
• Claims Projections
• Budget to Actual Reporting
• IBNR Reserves
• Assists in drafting technical sections of reports and presentation materials
• Ability to meet the needs of clients in a supportive role
• Recognizes the value of working with and contributing to a client team environment
• Demonstrates the importance of detail and follow through to client team satisfaction
• Demonstrates appropriate urgency
• Good listener/Note taker and comprehends subject matter during and after training initiatives
• Asks probing questions
• Performance and output meet client team expectations
• Completes standard financial deliverables
• Manages and is responsible for obtaining client financial data
• Meets deadlines consistently
• Proactively reaches out to team to adhere to timelines and prepare for meetings
• Participation in updating tools and templates, as projects arise
• Basic understanding of EB compliance requirements.
• Proficient in assisting with the resolution of client or vendor data and financial issues.
• Gains understanding of strategic planning process and client service cycle.
• Mentors lesser experienced FA’s.