Associate Financial Consultant - Employee Benefits
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