Associate Financial Consultant - Employee Benefits

HUB International is a leading insurance brokerage firm that empowers its employees to make a significant impact in their careers. The Associate Financial Consultant will support the Employee Benefits team in financial analysis, renewal strategy development, and client reporting, contributing to high-quality benefits consulting services.

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

Skills

• 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

Benefits

• Health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• Paid-time-off benefits such as vacation, sick, and personal days
• Eligible bonuses, equity and commissions for some positions

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