Employee Benefits Financial Analyst

HUB International

Financial Analyst supporting Financial Consultants in daily business needs and data management. Gather and audit financial data, assisting in technical reports, and client communication.

Posted 5/22/2026full-timeCharlotte • North Carolina, South Carolina • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Completes initial level of standard financial deliverables
Assists in drafting technical sections of reports and presentation materials
Ability to meet the needs of clients in a supportive role
Recognizes the value of working with and contributing to a client team environment
Demonstrates the importance of detail and follow through to client team satisfaction
Demonstrates appropriate urgency
Good listener/Note taker and comprehends subject matter during and after training initiatives
Asks probing questions
Performance and output meet client team expectations
Completes initial level of standard financial deliverables
Manages and is responsible for obtaining client financial data
Meets deadlines consistently
Proactively reaches out to team to adhere to timelines and prepare for meetings
Participation in updating tools and templates, as projects arise
Basic understanding of EB compliance requirements. Proficient in assisting with the resolution of client or vendor data and financial issues.
Gains understanding of strategic planning process and client service cycle.

Requirements

What you’ll need

1-5 years of insurance experience
Life & Health License or successfully completes Life & Health licensing course and exams within first three months of employment with HUB
Superior customer service and critical thinking skills, with the ability to work in a team environment
Demonstrated proficiency and expertise with computer systems, Excel, and Microsoft Office
Must be a self-starter with excellent written and verbal communications skills
Ability or adaptability to work in fast-paced, multi-tasking environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial deliverablesclient financial data managementExcelMicrosoft Officedata resolutionstrategic planningclient service cycle

Soft Skills

customer servicecritical thinkingteamworkwritten communicationverbal communicationattention to detailproactive communicationlistening skillsadaptabilitytime management

Certifications

Life & Health License