Employee Benefits Senior Financial Analyst

3-5 years of insurance experience; underwriting or medical benefits experience highly 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

Completes standard financial deliverables
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.

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