Financial ConsultantNew York, NY
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 process
Prepare 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 environment
Familiar with employee benefit products: medical, pharmacy dental, vision, disability and life
Basic knowledge of health plan rating and underwriting concepts
Knowledge of large group insured & self funded markets including captives, reference based pricing, etc
Understands Consumer Directed Health Plans
Accurate and high attention to detail
Excellent analytical & problem-solving skills
Excellent verbal and written communications skills
Excellent presentation skills
Excellent interpersonal skills
Able to work independently and with a sense of urgency
Able to work well in a team environment
Ability to multi-task
Knowledge of all Microsoft Office applications
Current life & health license
The expected pay range for this position is $75,000 to $80,000 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 eligible bonuses, equity, 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 and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.