HUB International is a leading insurance brokerage firm that empowers its employees to make a significant impact in their careers. The Associate Financial Consultant will support the Employee Benefits team in financial analysis, renewal strategy development, and client reporting, contributing to high-quality benefits consulting services.
Responsibilities
- Assist in preparing financial reports, claims analyses, cost projections, and benchmarking for mid-market employer groups
- Support senior consultants in developing renewal strategies and modeling plan design alternatives
- Maintain and update financial tools, spreadsheets, and internal tracking documents to ensure data accuracy and consistency
- Analyze carrier underwriting results and assist in negotiating renewals with insurance carriers
- Prepare client-ready presentations, renewal packets, stewardship reports, and monthly/quarterly financial updates
- Support Account Executive team during client meetings by providing data insights, reporting, and follow-up support
- Respond to client and internal team inquiries with timely and accurate information
- Participate in marketing efforts by gathering census data, issuing RFPs, consolidating quotes, and assisting in carrier comparisons
- Help evaluate benefit plan options and contribute to plan design recommendations
- Coordinate with carriers, vendors, and internal departments to ensure seamless service delivery
- Work closely with account management, analytics, compliance, and operations teams to support client service strategies
- Assist in improving financial processes, reporting tools, and documentation standards
- Maintain knowledge of industry trends, regulatory updates, and market conditions impacting employee benefits programs
Skills
- 4 year college degree in Finance, Business, Economics, Risk Management or related field or equivalent work experience
- 1-2 years prior experience in employee benefits, underwriting, actuarial support or insurance brokerage
- Strong analytical and quantitative skills with the ability to interpret claims data and financial reports
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Proven ability to manage multiple responsibilities in a deadline driven environment
- Knowledge of medical, dental, vision, life, disability, and ancillary benefit plans
- Familiarity with carrier underwriting practices and financial terminology
- Proficiency in Microsoft Office with strong Excel skills, including formulas, pivot tables, and data manipulation
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses, equity and commissions for some positions
Company Overview
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services. It was founded in 1998, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.hubinternational.com.
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