Be responsible for providing detailed and accurate financial consulting on a growing block of business to HUB’s clients; particularly their HR and C-suite level representatives
Gather and prepare client information to be sent to our carrier partners for market analysis
Coordinate and manage information requests and deadlines for carrier proposal responses
Produce and effectively present client-facing market contract and pricing analyses to assist clients in their benefits purchasing and strategy process
Manage multiple deadlines and workflows within a fast-paced, team environment while maintaining high levels of communication both internally and with clients
Maintain comprehensive knowledge of carrier products and networks, cost management solutions and various funding mechanisms
Engage in carrier negotiations while managing the overall renewal/marketing process
Contribute to enhancement of client services/sales by being well informed and maintaining a familiarity with industry trends

BA/BS or technical degree required
Strong in analytics, mathematics, problem-solving and negotiation skills
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 all office locations and client sites as needed
Excellent written and verbal communication skills
Valid Life and Health Insurance Producer License will be required within 3 months of hire

Employee Benefits Financial Analyst

Key skills