Benefits Analyst

Primary Role:

The Plan Analyst will work independently and in partnership with HUB's Account Management and Consulting Teams to extract, organize, and process benefits performance data producing accurate, timely, and consistent reporting for clients. This role is the data foundation of the analytics team.

Duties and Responsibilities:

• Extract/request and organize data from various sources (TPAs, Carriers, etc.)
• Generate monthly plan performance and budget performance reports
• Work with the Account Management team and provide timely and accurate analytics solutions (claims experience, benchmarking, third party tools, Persona and other HUB proprietary tools, etc.)
• Generate diagnostic analytics of health and pharmacy plans
• Utilize HUB’s proprietary data warehouse/analytics resources
• Support in the program analysis of client and prospect data (“standard” and “ad-hoc”)
• Support in the creation of renewal presentations and draft plan budgets
• Request and obtain online access to partner sites
• Manage and track multiple high-volume projects with utilization of HUB’s systems of record
• Crosstrain in various areas, as identified by EB team and willing to train others into Analytics team
• Follow Quality Assurance Processes to ensure accuracy prior to materials delivery to clients
• Provides timely resolution of issues as they arise
• Maintain all business programs for internal purposes and accounting records
• Create and deliver ad hoc data request and reports
• Establish and maintain strong and effective business relationships with teammates, clients & carriers
• Assist with special projects, as assigned
• Eager to learn, and investigate complex issues
• General knowledge of employer sponsored benefit plans
• Performs other duties as assigned
• Must follow HUB Broker Standards

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Teamwork Supports everyone's efforts to succeed.
• Quality Management & Organization Demonstrates attention to detail, and care of product quality. Maintains an organized work environment physically and digitally while able to adhere to deadlines.
• Written Communication Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Project Management Manages multiple high-priority deliverables simultaneously; proactively identifies and resolves bottlenecks

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• 0-3 years previous work experience related to group health insurance
• High school diploma or equivalent required 
• Bachelor’s Degree desired, but not required (Business, Math, Economics, or related field preferred)
• L&H License required or must be able to obtain within 90 days of hire

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Some travel may be required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation

Public Speaking/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.

Math Skills

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in Microsoft Office especially Excel but also including Word and Power Point; follow guidelines on working in the BMS (BenefitPoint) and Monday.com for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and

companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Apply today!

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

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