New York, NY, USA
38 days ago
Financial Consultant

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

We currently have an opportunity for a Financial Consultant in Employee Benefits.

General Purpose

Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance with the practices, policies and procedures of the Company.

Core Responsibilities (include but not limited to):

Manage data collection processPrepare analytics and reporting of clients for client management team on a regular basis.Assist in developing, enhancing and maintaining underwriting methods and techniques.Manage data collection process.Perform data analysis and basic financial analysis.Conduct plan performance analysis.Develop claims projections for existing clients. Assist with financial modeling of plan design alternatives. Assist in developing client contribution strategies. Assist with carrier negotiations. Prepare FRP responses as directed and in conjunction with the sales team.   Review contract benefits and rates.Perform accuracy review of plan information before sending to client. Assist in preparation and delivery of client presentations. Prepare client documents, including initial results report based on RFP responses. Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.

Knowledge/Skills & Abilities Required:

College degree or equivalent work experience.Minimum 3-5 years’ experience in brokerage, consulting, insurance, or corporate benefits environmentFamiliar with employee benefit products: medical, pharmacy dental, vision, disability and lifeBasic knowledge of health plan rating and underwriting conceptsKnowledge of large group insured & self funded markets including captives, reference based pricing, etcUnderstands Consumer Directed Health PlansAccurate and high attention to detailExcellent analytical & problem-solving skillsExcellent verbal and written communications skillsExcellent presentation skillsExcellent interpersonal skillsAble to work independently and with a sense of urgencyAble to work well in a team environmentAbility to multi-taskKnowledge of all Microsoft Office applicationsCurrent life & health license

The expected pay range for this position is $120,000 annually to $165,000 annually and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and commissions for some positions.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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