HUB International is a leading insurance brokerage firm that empowers its employees and supports clients with a variety of insurance and wealth management products. The Benefits Analyst will manage client accounts throughout their lifecycle, ensuring high service levels while coordinating marketing processes and compliance-related materials.
Responsibilities
- Support the full account lifecycle for new and renewal business, ensuring timely and accurate execution of all deliverables
- Coordinate the marketing process, including gathering client census data, preparing RFPs, and managing carrier communications
- Review and organize carrier quotes, proposals, and applications; track and manage materials through completion
- Prepare marketing and renewal analysis, including worksheets and plan comparisons
- Manage documentation such as broker of record letters, enrollment materials, and carrier forms
- Confirm final plan details (rates, commissions, and benefits) with carriers and oversee submission of required documentation
- Process enrollments and terminations with carriers, as needed
- Review contracts, policies, booklets, and billing statements for accuracy and compliance
- Assist in the preparation of compliance-related materials, including Wrap documents and Summary Plan Descriptions (SPDs)
- Maintain accurate and up-to-date client records in agency management systems and internal files
- Serve as a key point of contact for account-related inquiries, ensuring responsive and professional communication
- Stay informed on industry trends and contribute to continuous improvement of client service and internal processes
- Perform additional duties as assigned
Skills
- Prior experience in employee benefits with a strong focus on account management or client service
- Active Life and Health license (or ability to obtain)
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Strong organizational and project management skills with attention to detail
- Excellent interpersonal and communication skills, with the ability to collaborate effectively in a team environment
- Ability to manage multiple priorities and meet deadlines in a fast-paced setting
- 1-2 years of relevant experience
- Bachelor's degree (4-year degree)
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses
- Equity and commissions for some positions
Company Overview
- HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services. It was founded in 1998, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.hubinternational.com.