Analyst, Employee Benefits
Core
Provide financial analysis of carrier and client statements, conduct renewal analysis, negotiate fees and rates with carriers, and manage assigned accounts for an insurance broker.
Role type
Analyst, Employee Benefits
Builds
Client renewal reports, fee/rate negotiations, and account management deliverables
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Financial analysis, data administration, quote analysis, process automation, complex Excel modeling, trend identification
Preferred skills
Group benefits or insurance experience, Life License Qualification Program (LLQP) completion
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Outlook
Responsibilities
Provide accurate and timely data for client renewal reports obtained from internal and external sources; Conduct renewal analysis, negotiate fees and rates with carriers – in alignment with department strategy; Review and verify financial statements for accuracy, as well as perform quote analyses on behalf of the team; Actively manage all assigned accounts, and represent HUB and our values in all company and/or carrier events and presentations.
Seniority
Individual Contributor