• Employee Benefits Project Analyst

    HUB International Charlotte, NC 28230

    Job #1983440623

  • About Us

    At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

    General Description (Summary, Scope, Purpose)

    The Project Analyst (PA) is an analytical and administrative position responsible for the end-to-end project management of Group Health benefit renewals for an assigned block of clients. The PA ensures that all renewals are completed on time, accurately and completely. Renewal tasks include gathering and managing all of the necessary information to build, analyze and present the renewal including Eligibility Audits, Risk Assessment Questionnaires (RAQs), EE censuses, and obtaining the quotes from various insurance carriers. The PA analyzes the carrier quotes and creates presentations that clearly display and communicate the renewal data and uses the data to create the renewal presentation materials for the Consultant.

    Once the renewal decision is made, the PA gathers the benefit information including benefit summary information and enrollment forms for the client's employees to make their election decisions. The PA supports medical quoting for prospective clients through the Sales Department and any following enrollments. The PA ensures a smooth transition from the renewal process to the Client Care department for ongoing service.

    Essential Duties and Responsibilities

    • Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients

    • Requesting and managing the RFP and quote process with the various insurance carriers

    • Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers

    • Working with their aligned Consultants to create a recommendation plan to present to clients

    • Creating and managing all proposals for the Consultants to present to our clients

    • Assisting the Consultants with the underwriting process including working with the various insurance carriers and clients

    • Assisting the Sales Representatives with medical quoting, enrollment and takeover paperwork

    • Creating "Benefits User Guides" (BUG) brochures that summarize the clients' renewal decisions Maintains organized filing systems

    • Ordering and preparing insurance carrier documentation including enrollment materials and provider booklets

    • All other duties and special projects as assigned

    The candidate must be able to operate both independently and in a team setting. She/he must be organized with heavy attention to detail. She/he must have a client service mentality with active listening skills and able to effectively communicate with our clients, team members, and management. The candidate must also be proficient with using Microsoft Office products especially Excel, Outlook, and Publisher. Must also be comfortable with Adobe Acrobat Standard.

    Ideal candidate exemplifies these skills: Analytical, organized, relationship oriented, technical, independent thinker, ability to multi-task, team player, communication skills, flexible, collaborative

    Education Requirements

    Bachelor's degree, business or finance field preferred

    Licenses and Credentials

    Must have or be willing to obtain a North Carolina Life and Health Insurance Licenses within 60 days of employment

    Knowledge & Experience

    Working knowledge of group health and employee benefits including ancillary coverage such as life, disability, and dental insurance is preferred.

    Physical Demands

    The physical and environmental 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 of the job.


    To perform this job successfully, the incumbent 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. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

    Department Account Management & Service

    Required Experience: 2-5 years of relevant experience

    Required Travel: Negligible

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

    HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at~~~.

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