Jobs
>
New York City

    Financial Consultant - New York, United States - Hub International

    Hub International
    Hub International New York, United States

    1 week ago

    Default job background
    Description

    General Purpose

    Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance with the practices, policies and procedures of the Company.

    Core Responsibilities (include but not limited to)

  • Manage data collection process
  • Prepare analytics and reporting of clients for client management team on a regular basis.
  • Assist in developing, enhancing and maintaining underwriting methods and techniques.
  • Manage data collection process.
  • Perform data analysis and basic financial analysis.
  • Conduct plan performance analysis.
  • Develop claims projections for existing clients.
  • Assist with financial modeling of plan design alternatives.
  • Assist in developing client contribution strategies.
  • Assist with carrier negotiations.
  • Prepare FRP responses as directed and in conjunction with the sales team.
  • Review contract benefits and rates.
  • Perform accuracy review of plan information before sending to client.
  • Assist in preparation and delivery of client presentations.
  • Prepare client documents, including initial results report based on RFP responses.
  • Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.

    • Knowledge/Skills & Abilities Required

  • College degree or equivalent work experience.
  • Minimum 3-5 years' experience in brokerage, consulting, insurance, or corporate benefits environment
  • Familiar with employee benefit products: medical, pharmacy dental, vision, disability and life
  • Basic knowledge of health plan rating and underwriting concepts
  • Knowledge of large group insured & self funded markets including captives, reference based pricing, etc
  • Understands Consumer Directed Health Plans
  • Accurate and high attention to detail
  • Excellent analytical & problem-solving skills
  • Excellent verbal and written communications skills
  • Excellent presentation skills
  • Excellent interpersonal skills
  • Able to work independently and with a sense of urgency
  • Able to work well in a team environment
  • Ability to multi-task
  • Knowledge of all Microsoft Office applications
  • Current life & health license

    • The expected pay range for this position is $75,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions.

    Department Account Management & Service

    Required Experience: 2-5 years of relevant experience

    Required Travel: Negligible

    Required Education: Bachelor's degree (4-year degree)

    EEOAA Policy

    E-Verify Program

    Hi, we're HUB.

    In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

    When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

    And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

    About HUB International

    Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.

  • Popular Community Bank

    Financial Consultant

    1 week ago

    Popular Community Bank New York, United States

    At** Popular, **we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life ...

  • Capco

    Consultant - Financial Risk Management

    1 day ago

    Capco New York, United States

    Als globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche kombinieren wir bei Capco innovatives Denken mit einzigartigem Know-How. So divers wie unsere Mitatbeiter*, sind auch unsere Lösungen, die wir unseren Kunden anbieten. Bring' Dich ein und setze Deine ...

  • Apple Bank

    Financial Consultant

    2 weeks ago

    Apple Bank New York, United States

    Manhattan, NYSalary Range: $72,000- $96,000 · The Financial Consultant is responsible for selling non-deposit investment products within a bank environment. The successful candidate is expected to meet production goals which are reviewed on a monthly and on-going basis. This pos ...

  • GTreasury

    Solutions Consultant, Financial Instruments

    1 week ago

    GTreasury New York, United States

    **Solutions Consultant, Financial Instruments - US EST time zone (Remote)** · GTreasury has a vision to create the next-generation of technology tools for the global, corporate financial office. We are an established market leader in the SaaS treasury management space, and are ex ...

  • Apple Bank

    Financial Consultant

    3 weeks ago

    Apple Bank New York, United States

    Manhattan, NY · Salary Range: $72,000- $96,000 · The Financial Consultant is responsible for selling non-deposit investment products within a bank environment. The successful candidate is expected to meet production goals which are reviewed on a monthly and on-going basis. This ...

  • sulekha

    Financial Sales Consultant

    3 weeks ago

    sulekha New York, United States

    Hussain Shabbir **Financial Sales Consultant** · Updated 2 days ago · Financial sales · Education: Pre Bachelor Experience: 10 years Financial sales: 10 years 9 / 10 Rating out of 10 **Job Experience** · 2014 to Till now Financial sales consultant **Director** · ...

  • Kovan Technology Solutions

    Financial Systems Consultant

    2 weeks ago

    Kovan Technology Solutions New York City, United States

    Hi Professional,Hope you are safe and good,Please find the below JD and share the suitable profiles Job Title: Location: New York City, Hybrid 3 days in office Roles & Responsibilities:Identify opportunities to streamline business processes by leveraging technology solutions to i ...

  • Abeam Consulting

    Financial Services Business Consultant

    2 weeks ago

    Abeam Consulting New York, United States

    Financial Business Services Consultant - Contract-to-Hire · At ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number Our employees work hand-in-hand with al ...

  • Baringa Partners

    Senior Consultant, Financial Services

    4 days ago

    Baringa Partners New York, United States

    · Our financial services practice are looking for an experienced Senior Consultant to join the team. Throughcontinued expansion, we are looking for individuals to join and grow ourFinancial Services, Data practice in New York, Chicago andCharlotte. This is an excitingopportuni ...

  • Equitable Advisors

    Financial Consultant

    2 weeks ago

    Equitable Advisors New York, United States

    If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, · Equitable is ...

  • HW Select Ltd

    Peoplesoft Financials Consultant

    10 hours ago

    HW Select Ltd New York, United States

    New contract project opportunity with a prestigious company in the finance sector. This contract is based in New York City. · PeopleSoft Financials Director will responsible for defining, leading, and supporting all Financials modules including Account Payable, Asset Management, ...

  • Popular

    Financial Consultant

    3 weeks ago

    Popular New York, United States

    At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Ou ...

  • HUB International

    Financial Consultant

    2 weeks ago

    HUB International New York, United States

    General Purpose · Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance with the practices, policies and procedures of the Company. · Core Responsibilities (include but not limited to) ...

  • Stephens

    Financial Consultant

    1 week ago

    Stephens New York, United States

    Compensation:Draw plus commissions · ESSENTIAL DUTIES AND RESPONSIBILITIES Identify high net worth individuals, businesses, foundations and other fiduciary prospects, market the firm's financial services, and convert prospects to clients with assets under management. · Develop a ...

  • UnitedHealth Group

    Financial Consultant

    2 weeks ago

    UnitedHealth Group New York, United States

    Provide financial support for specific business division and its leaders. Analyze financial data and participate in client strategy discussions. Interface with business leaders and build relationships in support of financial planning and performance .. ...

  • UnitedHealth Group

    Financial Consultant

    3 weeks ago

    UnitedHealth Group New York, United States

    Develop, analyze, and report on business and financial metrics. Collaborate with cross-functional teams to improve profitability and cost efficiencies. Support business leaders with analytical analysis for decision making. · ...

  • ABeam Consulting

    Financial Services Business Consultant

    2 weeks ago

    ABeam Consulting New York, United States

    Job Description · Job DescriptionFinancial Business Services Consultant - Contract-to-Hire · At ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number Our emp ...

  • Wells Fargo

    Lead Financial Analysis Consultant

    1 week ago

    Wells Fargo New York, United States

    Lead all client analytics efforts, including formalized account planning and associated client selection processes. Drive the evolution and refinement of banker and line of business performance scorecards, architect and institutionalize key performan Banking, Financial, Consultan ...

  • Kroll

    Business Consultant, Financial Advisory

    3 weeks ago

    Kroll New York, United States

    Job Description · We are looking for a Business Consultant to join our Management Team to support the variety of organization, analytical, and managerial needs to manage a large business with thousands of employees and $1.8b of combined Revenue. As a Business Consultant you will ...

  • Gallagher

    Senior Financial Benefits Consultant

    1 day ago

    Gallagher New York, United States

    About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments whe ...