Financial ConsultantNew York, NY

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 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 at

EEOAA Policy

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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