Financial Consultant, Data Analytics

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 & 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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