Financial Analyst, Employee Benefits

HUB International

. Provide analytical support to Business Advisors and the client services team .

Posted 10/30/2026full-timeCulver City • California • United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in benefit data analytics, including claims analysis, RFP strategies, and market analysis, while maintaining compliance with HIPAA and ACA regulations. Proven ability to manage client relationships and deliver complex reporting and analytical support to stakeholders.

Highest-signal resume keywords

Benefit Data AnalyticsClaims AnalysisRFP Strategy DevelopmentSelf-Funded Plans ExperienceClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisReportingMarket AnalysisActuarial ValuationsContribution ModelingRenewal Workflow ManagementBenchmarkingData MiningCensus Data InterpretationCompliance Review

Soft Skills

Critical ThinkingCommunication SkillsInterpersonal SkillsMulti-TaskingOrganizational SkillsDetail-Oriented

Tools & Technologies

BenAdminSnapshot 360Health InsightsInfused AnalyticsProposal SystemsCarrier SystemsWorkflow Systems

Industry Keywords

Benefit BrokerageInsurance AdministrationGroup Benefits MarketingClient ServicesRenewal Information

About the role

Key responsibilities & impact

Provide analytical support to Business Advisors and the client services team
Provide reporting and analytics guidance to internal and external stakeholders
Develop routine client reports covering renewal information, renewal history, mid-year planning, stewardship, utilization, and claims analysis
Create custom reports and conduct complex data analysis for client inquiries
Prepare renewal information, including plan data, census, and renewal history
Develop and communicate RFP strategies, results, and reports to carrier partners and vendors
Manage new and renewal submissions and implementation for the quoting process
Coordinate timely renewal workflows, communications, deadlines, quality, and carrier coordination
Interpret client needs and recommend RFP direction and contribution analysis
Quote new and renewal groups
Analyze markets, products, benefits, and claims data to identify solutions
Organize carrier and vendor bids, follow up on submissions, and negotiate with carriers
Support Account Executives with benchmarking, strategic planning, and reporting
Conduct claims analysis and contribution modeling
Run actuarial valuations, ISL modeling and lasers, expected claims calculations, budget/accrual rates, and increments/decrements for self-funded plans
Build and deliver complex experience reporting with Financial Consultant Team peer review
Perform advanced data mining, interpretation, advisory services, and troubleshooting
Interpret and validate census data
Review insurance bids for compliance and maintain client databases
Create and update strategy and marketing templates
Maintain client access to external online portals
Mentor and train Benefit Analysts and Benefit Analysts II
Manage and assist with client-related service issues
Attend carrier sales meetings, trainings, and webinars
Maintain product knowledge and coordinate with carriers, Account Executives, Producers, and internal HUB teams
Use BenAdmin, workflow, carrier, and proposal systems
Use Snapshot 360, Health Insights, and Infused Analytics (Cedar Gate) tools
Research and resolve data issues across multiple systems and resources
Maintain HIPAA and ACA compliance
Meet HUB turnaround-time KPIs
Assist in developing and implementing processes and procedures
Serve as the analytical subject matter expert in strategy meetings
Collaborate with the Financial Consultant Team on analytics, solutions, strategy, and complex client deliverables
Delegate ancillary marketing tasks to Benefit Analysts
Manage a book of business with $2,000,000–$2,500,000 revenue and 10–15 clients

Requirements

What you’ll need

Bachelor's degree from college or university preferred
Minimum six years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
Must have experience marketing group benefits to carriers
Experience with self-funded plans is required
Must be a critical thinker, with strong communication, interpersonal, multi-tasking and organizational skills
Excellent verbal and written communication skills
Strong communication, interpersonal, multi-tasking, and organizational skills required
Must be thorough and detail-oriented
Responsible for working with confidential information
Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
Ability to function independently with minimal supervision