Benefit Analyst - Employee Benefits

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