Regional Manager Financial Analytics

About HUB
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?
Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:
• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• believe in integrity and building success by developing relationships with others

General Description
HUB Southwest’s Regional Manager, Financial Analytics provides critical data analytics and underwriting guidance and leadership to our Employee Benefits Department and clients that make us a leading sales and service organization in the insurance industry. This role requires an individual who is professional, highly analytical, and who displays drive, determination, and self-motivation.
You will provide guidance through financial strategy including monitoring, analyzing, and strategizing on various aspects of our client’s employee benefits programs. Specific tasks include regularly reviewing team’s work for deliverables and providing direction on ad hoc financial projects. Primarily responsible for supporting and developing the financial analytics team, developing and standardizing tools/templates for the region, and implementing strategic initiatives as directed by HUB International. It is also expected that the manager can lead financial conversations during client and prospect meetings as necessary.

Essential Duties and Responsibilities
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
 

Practice and Technical Knowledge
• Lead and execute delivery of timely, detailed and accurate financial consulting services on a growing block of business to Hub’s clients; particularly their HR and C-suite level representatives
• Understand clients’ insurance objectives and critically analyze and compare cost management solutions to determine suitability. Maintain comprehensive knowledge of carrier products and networks, cost management solutions, various funding mechanisms and other external conditions that may impact our clients
• Assess and enhance regional financial tools, client deliverables, training and resources on an ongoing basis
• Produce and effectively consult on client-facing reporting to include financial reporting and claims utilization, independent underwriting and renewal analysis, renewal projections, IBNR estimation, analysis of medical and pharmacy plan cost dynamics and budgeting
• Measure feasibility of various cost management solutions, use data to project and model outcomes, assess associated risk, and provide recommendations. Leverage actuarial resources and tools appropriately
• Lead in carrier negotiations while managing the overall renewal/marketing process
 

Strategy
• Facilitate client financial strategy both internally and directly with client
• In collaboration with internal