Financial Analyst

Responsibilities

• 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
• 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.

• 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

• financial deliverables
• client financial data management
• Excel
• Microsoft Office
• data resolution
• strategic planning
• client service cycle

• customer service
• critical thinking
• teamwork
• written communication
• verbal communication
• attention to detail
• proactive communication
• listening skills
• adaptability
• time management

• Life & Health License