POSITION SUMMARY:
HUB International is seeking to add an experienced Financial Consultant to our growing Data Analytics team in our Cincinnati office! The Financial Consultant will be responsible for leading and making recommendations based on in-depth analysis on medical and pharmacy claims and utilization to identify trends and key indicators that ultimately result in actionable plans for HUB’s clients. Ideal candidates for this role will have a strong prowess for using in-depth data to solve problems as well as a passion for delivering data-driven results and recommendations and building a direct relationship with clients. The Financial Consultant position is a hybrid role based out of our Cincinnati office and will report to the Director of Data Analytics.
ABOUT HUB INTERNATIONAL:
Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in offices located throughout North America, Hub’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Understand Client Expectations for Renewal and Deliver:
Initial meeting with Account Manager (and Client) to set key objectives for upcoming renewal season
Develop bid sheet and gain Account Manger alignment / input
Prepare preliminary renewal projection
Prepare proposal – analyzing all carrier proposals for accuracy and displaying correctly to client
Lead carrier communication throughout duration of the process while always informing AM of status
Provide recommendation to Account Manager (and client) for final renewal decisions
Answer ad hoc requests utilizing our analytics platform
Deliver Against Client Expectations:
Client is King – be ready and willing to lean in for your clients and go the extra mile
Thoroughly prepare for client meetings by reviewing material being presented and other supporting material to help anticipate and answer questions on the fly
Build relationships and maintain direct interaction with key client stakeholders
Lead renewal cost projections and budgeting process
Lead financial review and carrier engagement when reviewing alternate market options
Lead annual to semi-annual data reviews focused on making recommendations and monitoring historical performance of the client’s benefit offerings
Provide client recommendations and points-of-view rooted in data and aligned with the Benefit Consultant
Collaborate with internal team members to ensure a united strategy for client success
Reporting Responsibilities:
Lead and own monthly, quarterly and annual reports
Articulate key data findings and recommendations while probing for client goals and new data discoveries.
Create, analyze and make recommendations on completed reports, working in conjunction with Account Mangers and Account Executives.
Peer review other Financial Analysts completed reports and provided training time with Data Analysts.
Deliver accuracy and accountability in alignment with HUB corporate fundamentals
Aim for 100% accuracy of completed materials
Utilize the peer review process to catch errors, input errors into tracking systems to ensure duplicate errors do not occur
Manage and resolve internal and external stakeholder requests timely and accurately
Serve as a Subject Matter Expert for the organization:
Develop turn-key training and templates for HUB use
Assist in the training and coaching of data analysts and other members of the team
Learn specialty areas or products, communicate and educate others across the organization
Lead internal and external presentations on subject matter
Build relationships with carrier partners and develop detailed understanding of their products and services
DESIRED SKILLS/QUALIFICATIONS:
4-year degree from an accredited university
5+ years of experience with Health Insurance underwriting or in the Group Employee Benefits Industry
Active Life and Health License is highly preferred
Prior experience/knowledge in healthcare analytics is preferred
Proficiency in data mining, financial modeling, data warehousing and data visualization are preferred
Strong interpersonal and organizational skills
Excellent oral and written communication skills
Advanced proficiency in Microsoft Office products, including Excel, Word and PowerPoint
Prior database mining and management experience are preferred
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired 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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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