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HUB International

Assistant Financial Analyst

Posted 4 Days Ago
In-Office
New York, NY
38-44 Hourly
Junior
In-Office
New York, NY
38-44 Hourly
Junior
Support client management and sales teams by collecting data, preparing analytics, performing basic financial and claims analysis, modeling plan design alternatives, assisting carrier negotiations, preparing RFP/FRP responses and client presentations, and maintaining underwriting methods and client reporting.
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Discover a Career That Empowers You — Join HUB International!

 

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

 

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

 

As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

 

Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.

 

We are looking for an Assistant Financial Analyst​ to join our Employee Benefits team on a Hybrid work schedule.

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)

  • Assist with the data collection process
  • Assist with preparing analytics and reporting of clients for client management team on a regular basis.
  • Assist in developing, enhancing and maintaining underwriting methods and techniques.
  • Perform data analysis and basic financial analysis.
  • Assist with developing claims projections for existing clients. 
  • Assist with financial modeling of plan design alternatives and developing client contribution strategies.
  • Assist with carrier negotiations. 
  • Prepare FRP responses as directed and in conjunction with the sales team.   
  • 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 1-2 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
  • Obtain your Life & Health License after a pre-determined amount of time employed by HUB.

The expected salary range for this position is $38.46/hr - $43.96/hr and will be impacted by factors such as the successful candidate’s skills, experience and working 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: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required Experience: 1-2 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

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 recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Top Skills

Excel
MS Office
PowerPoint

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