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Job Information

Hub International Employee Benefits Financial Consultant in Tampa, Florida

Position Summary

Typical functions include but are not limited to: gathering and preparing monthly or quarterly claim reporting, budgeting, calculating IBNR, preparing spreadsheets to display and communicate self-funded and fully-insured pre and final renewal projections, reviewing/analyzing fully-insured renewal calculations, and calculating benefit plan designs changes.

The FC is responsible for supporting clients and the client teams that support HUB clients. The FC is to use technical expertise to build spreadsheets and adjust current templates for the EBFC department to enhance the consulting capabilities of the EB teams – Producers and Account Executives.

Position Responsibilities

Timelines/Business Flow (60%)

  • Prepare renewal projections, IBNR reporting, claim reporting

  • Communicate with the Account Executive and Producer team regarding open projects and expected turnaround times.

  • Maintain access to carrier portals for report gathering to produce reporting

Internal and External Client Service and Communication (15%)

  • Maintaining clear communication in team meetings with Account Executive and Producers

  • Participate in sales presentations to describe the value of the FC role, as necessary

  • Manage Project Request

Assisting with special projects as needed (25%)

  • Review, assess, and help negotiate fully insured client renewals

  • Use technical skills as needed to prepare excel templates and reporting for team.

Skills/Abilities Required

  • Excellent analytic skills – predictive analytics, healthcare underwriting

  • Thrives by building relationships with whom he/she works.

  • Excellent computer skills – is an expert in, Excel, MS Word, and PowerPoint and able to learn new systems and programs, such as Benefitpoint, carrier reporting systems.

  • Highly organized & accurate

  • The ability to work in a team environment or independently

  • Operates in a fast-paced, energetic environment and welcomes change.

  • Creates or modifies processes/procedures to simplify tasks.

Knowledge/Experience Required :

  • BA degree in Math or Finance or technical degree preferred

  • Working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs as well as Self-Funded, Fully-Insured and Minimum Premium funding

  • Stop Loss Experience

  • Proficiency with Microsoft Office products

  • Strong math, communication, negotiation, and analytical skills

  • Demonstrates multi-tasking ability

  • Must be detail-oriented, well-organized and have the ability to manage a high volume workload with competing demands

Department Underwriting

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

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

E-Verify Program

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 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