Completes initial level of 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 initial level of 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.

1-5 years of insurance experience
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

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package
Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential
HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives

Employee Benefits Financial Analyst

Key skills