POSITION SUMMARY:

HUB International is seeking to add an experienced Financial Consultant to our growing TOIC platform 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. The Financial Consultant position is a hybrid working arrangement, reporting to the Director of Analytics in Cincinnati.

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. The TOIC platform is a brand of Hub International that collaborates with partners around the country.

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 - TOIC 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:

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 TOIC partners.

Peer review other Financial Analysts completed reports and provided training time with Data Analysts.

Understand Client Expectations for Renewal and Deliver:

Initial meeting with TOIC partners to set key objectives for upcoming renewal season

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 of status

Provide recommendation to TOIC partners for final renewal decisions

Deliver accuracy and accountability in alignment with HUB corporate fundamentals

Serve as a Subject Matter Expert for the organization:

Develop turn-key training and templates for TOIC use

Learn specialty areas or products, communicate and educate others across the organization

Lead internal and external presentations on subject matter

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

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 & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required 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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