Associate Financial Consultant Employee Benefits
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Discover a Career That Empowers You Join HUB International!
At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.
Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.
As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.
Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.
We currently have an opportunity for an Associate Financial Consultant to join our Employee Benefits team.
Overview:
The Associate Financial Consultant plays a key support role within our Employee Benefits department assisting in financial analysis renewal strategy development client reporting and the overall delivery of high-quality benefits consulting services. This role is ideal for a detail-oriented analytical professional who is eager to grow their career in employee benefits underwriting and financial consulting within a middle-market brokerage environment.
Key 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.
Qualifications:
- 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.
The expected salary range for this position is $41.21/hr - $54.95/hrand will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelors degree (4-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Key Skills
- Sales Experience
- Microsoft Office
- Customer Service
- Communication skills
- Microsoft Outlook
- Microsoft Word
- Business Management
- Benefits Administration
- Microsoft Excel
- Insurance Sales
- Customer relationship management
- Human Resources
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
