Full-Time

Employee Benefits Compliance Analyst

Posted on 8/26/2025

HUB International

HUB International

10,001+ employees

Global insurance brokerage and risk management

No salary listed

Paducah, KY, USA + 24 more

More locations: Nashville, TN, USA | Tampa, FL, USA | Miami, FL, USA | Birmingham, AL, USA | Raleigh, NC, USA | Winter Park, FL, USA | Tallahassee, FL, USA | Charlotte, NC, USA | Metairie, LA, USA | Paris, TN, USA | Pensacola, FL, USA | Covington, LA, USA | Greensboro, NC, USA | Lafayette, LA, USA | Hopkinsville, KY, USA | Kennesaw, GA, USA | Savannah, GA, USA | Columbia, SC, USA | Atlanta, GA, USA | North Charleston, SC, USA | Owensboro, KY, USA | Mobile, AL, USA | Coral Gables, FL, USA | Burlington, NC, USA

Hybrid

Must live somewhere in the south region near any one of our EB offices with an ability to be in office and attend certain local meetings and events.

Category
Consulting (1)
Requirements
  • 5+ years in an employee benefits industry compliance capacity (carrier, vendor or employer)
  • Bachelors degree required
  • Location 4cc  Must live somewhere in the south region near any one of our EB offices with an ability to be in office and attend certain local meetings and events
  • FLSA Classification  Non-exempt
  • ACA Classification  Full-time
  • Role Limitations  Given the serious nature of the research and guidance we provide, the Compliance Administrator must operate within specific and strict limitations.  The Compliance Administrator may not:
  • Design, develop, or review plan documents of any kind (ERISA, 125 etc.)
  • Complete or amend any federal filings (tax filings, M-1s, state MEWA documents, 5500s, etc.)
  • Review or advise on contract language or provisions (other than reviewing to confirm none of them would violate applicable compliance requirements)
  • Draft governmental correspondence of any kind on a clients behalf or represent the client before a governmental body (including even participating on calls with governmental representatives on a clients behalf)
  • The Compliance Administrator must be sure to provide services within the boundaries of a consultant and not the practice of law  this means that the Compliance Administrator cannot offer legal/tax advice or opinions.  The Compliance Administrator must be clear that he/she is not acting as the clients lawyer or tax accountant and suggest the client consult with legal counsel (or CPA/tax advisor) upon reaching the limits of his/her ability to consult.
  • The Compliance Associate is responsible for assisting clients with integrating compliance requirements within the group health plans operations. However, the Compliance Administrator should not engage in account services responsibilities  the Account Services team operates as the quarterback for the relationship and is responsible for organizing calls, attending calls with compliance, and providing recaps (meeting minutes) and follow-ups. The account services team is also responsible for all related documentation (such as Benefit Point) and vendor relations (such as procuring vendor proposals and vendor setup).
  • Additionally, Compliance team members shall not participate in client (or prospect) compliance calls without the presence of someone from the HUB account services or producer team also on the call.  The client-relationship owner must participate in calls with compliance and the client.
  • All client-facing documents and content must be HUB approved content (either by the CCO and/or by national legal).
  • The Compliance Administrator is not responsible for maintaining South Compliance Vendor relationships. These relationships will continue to be maintained by the CCO or at a national level. All pricing or service negotiations should be brought to the attention of the CCO.
  • Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)
Responsibilities
  • Participate in remote client meetings and conference calls, alongside the account services team member(s) and/or producer, to relay compliance requirements and decision-making considerations.
  • Collaborate with the South Compliance team to create, coordinate, review, monitor and evaluate educational material or training sessions to help educate internal colleagues and external clients and prospects on compliance topics and resources (peer reviewed by South Team, reviewed by national legal and with the support of national marketing).
  • Work as a team with the South Compliance team to develop regional initiatives, materials, and programs.
  • Provide guidance and assistance to service teams on compliance topics and resources.
  • Escalate compliance questions to the Compliance Manager and/or CCO for additional support, interpretation, and/or assistance
  • Day to day client compliance support including responding to compliance related emails.
  • Following all other South Compliance processes and established SOPs.
  • Timely request Airtable intake forms to be completed by the account services team and maintain entries on a daily basis.
  • Manage day-to-day projects individually and at the team level through project planner. Meeting personal and group deadlines set for these projects.
  • Understanding other HUB resources and including them as needed
  • Must provide services during ordinary business hours for either the Central and/or the Eastern time zone.

HUB International is a global insurance brokerage offering property and casualty, life and health, employee benefits, investment services, and risk management. It connects clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs across various industries. Its decentralized model acquires and integrates many local brokerages, combining local expertise with global resources to provide personalized solutions and broad geographic reach. The company’s goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions through a scalable growth-focused platform.

Company Size

10,001+

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$8.5B

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2025 minority investment strengthens capital via Sue Lee's investor relations.
  • Gretchen Hayes promoted to EB VP amid surging captives interest.
  • Acquired Veripax on June 9, 2025, bolstering California wealth management.

What critics are saying

  • Lockton poaches alternative risk talent, eroding HUB's captives expertise.
  • NFP counter-recruits healthcare leaders, stalling employee benefits growth.
  • FTC antitrust scrutiny halts 2025 California, New Jersey acquisitions.

What makes HUB International unique

  • Decentralized model acquires local brokerages for tailored industry solutions.
  • Launched HUB Livestock Insurance with equine, poultry, dairy sub-programs in Canada.
  • Specializes in architects, engineers liability via 1923-founded Fenner acquisition.

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Benefits

Health Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Wellness Program

401(k) Retirement Plan

Life Insurance

Dental Insurance

Vision Insurance

Training Programs

Company News

Captive Review
Mar 9th, 2026
Hayes promoted to EB VP at HUB

Hayes promoted to EB VP at HUB. Gretchen Hayes promoted to new position at HUB International after eight years with the company as a benefits consultant Gretchen Hayes has been promoted to the role of vice president of employee benefits at HUB International. Hayes has spent the last eight years at HUB as a benefits consultant. Employee benefits is experiencing an uptick in interest among captives currently, and Hayes' promotion follows the recent hire of Ellen Sue Bernards as its new alternative risk solutions practice leader. Hayes' new role sees her partner with employers to take a strategic approach to benefits, using data, funding strategy, and workforce insights to design programmes that support both organisational goals and employee wellbeing.

PlanAdviser
Feb 13th, 2026
Retirement Industry Deals & People Moves - 2/13/2026

Retirement industry deals & people moves - 2/13/2026. Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client risk adviser; and more. Reported by Citi Wealth hires heads of multi-asset-class solutions, portfolio construction. Citi Global Wealth Investments, a division of Citigroup Inc., hired Matt Hoehn as head of multi-asset-class solutions and Olaolu Aganga as head of portfolio construction. Previously, one person headed both multi-asset-class solutions and discretionary alternatives, a firm spokesperson confirmed to PLANADVISER. Victor Leong recently held the MACS role, according to a March 2025 filing from Citi. Christopher DiStaulo, who was a director and portfolio manager within Citi's private alternatives business, now serves as the head of discretionary alternative solutions. Hoehn previously served as a managing director at Blackstone. He joined Citi Wealth on February 2 and reports to Kerry White, head of Citi Investment Management, according to an internal memo obtained by PLANADVISER. Aganga, who started her career at Citi in 2003 in the markets business, rejoined the firm from Mercer, where she had served as the U.S. CIO since 2023, according to another internal memo. Before Mercer, Aganga served as an adviser and product specialist in Goldman Sachs' liquid alternatives and public markets business, then as a managing director at BlackRock from 2018 until 2023. Hub International appoints vice president, private client risk adviser. Hub International Ltd. appointed Brandon Hetrick as vice president and private client risk adviser, based in Newport Beach, California. Hetrick brings 25 years of experience in insurance to his new role. Prior to joining Hub, he spent more than a decade with insurance brokerage firm Assured Partners, which is now part of Gallagher. Earlier in his career, Hetrick developed expertise in personal insurance and family protection planning. "Newport is an important strategic market for us, and California's evolving insurance dynamics and complex regulatory environment require specialized expertise," said Katherine Frattarola, executive vice president and head of Hub private client, in a statement. "Brandon's depth of experience will be instrumental in helping our clients protect their assets, improve their resiliency and secure their financial futures." Mercer Advisors names head of investment platform operations. Mercer Global Advisors Inc. appointed Lindsay O'Toole as senior vice president of investment platform operations. O'Toole is tasked with working closely with Mercer Advisors' investment committee and CIO Don Calcagni to evolve the firm's investment platform. Before joining Mercer Advisors, O'Toole spent more than 17 years at LPL Financial, where she most recently served as senior vice president of trading. Prior to LPL, O'Toole worked in trading operations at Merrill Lynch. Vanguard announces 2 to join board of directors. The Vanguard Group Inc. announced that David Hunt and Ken Jacobs were elected to its board of directors and to the board of trustees for each of Vanguard's funds, effective February 24. Hunt brings more than 35 years of experience in financial services and strategy consulting. He most recently served as president and CEO of PGIM, where he led the firm's global investment management business for 13 years. His expertise lies in organizational leadership, multi-asset investment and regulatory engagement. Jacobs has nearly four decades of experience in global financial services, specializing in corporate strategy, international market development, risk and regulatory matters, and technology-driven business transformation. He currently serves as senior adviser and senior chairman to the board of Lazard Inc., having previously served as the firm's chairman and CEO for 14 years. Voya promotes Josh Fleming to director of retirement sales team. Voya Financial Inc. announced this week that on January 1, it promoted Josh Fleming to sales director for the company's retirement sales team from his previous position as an internal wholesaler. Fleming reports to Chris Ekstrom, the firm's vice president of emerging market sales. Based in Charleston, South Carolina, Fleming now covers emerging market sales in South Carolina and southern Georgia, with a focus on employers with up to $50 million in plan assets. He is responsible for driving sales of Voya's 401(k), 403(b), health savings account, nonqualified plan and employee stock ownership plan offerings.

PR Newswire
Feb 4th, 2026
Hub International appoints Sue Lee as SVP of investor relations to strengthen capital structure

Hub International, a global insurance brokerage and financial services firm, has appointed Sue Lee as senior vice president of investor relations. In this newly created role, Lee will serve as primary liaison between HUB's executive leadership and the investment community, reporting to chief financial officer Joe Hyde. The appointment follows HUB's Q2 2025 minority investment and valuation milestone. Lee will lead development and execution of investor relations programmes, including earnings communications and stakeholder engagement initiatives. Lee brings extensive experience from senior investor relations positions at global insurance and financial services brokerages. She previously worked as an equity research associate at Barclays and investment banking analyst at BMO Capital Markets. Lee holds a degree from New York University's Stern School of Business and is based in New York.

Captive Insurance Times
Jan 21st, 2026
Bernards joins HUB International

Bernards joins HUB International. Image: Ellen Sue Bernards_HUB International Ellen Sue bernards joins HUB International as executive vice president and alternative risk solutions practice leader. Based in kansas city, bernards is responsible for driving strategic vision within the firm's alternative risk solutions practice. Bernards joins the global insurance broker from lockton, where she spent 11 years. Most recently, she served as senior vice president and managing director of alternative risk solutions. During her tenure at lockton, she held several senior roles within the alternative risk space, including vice president and assistant vice president. Prior to her 11-year stint at lockton, bernards served as a controller for outsource, LLC and as an assistant controller for the jewish federation of greater los angeles. Her earlier career includes accounting roles at bernards and singerlewak, LLP. commenting on her appointment via social media, bernards says: "I am excited to share that i'm starting a new position as executive vice president - alternative risk solutions practice leader at HUB International! ready for the strategic vision ahead." HUB International is a global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

Insurance Journal
Sep 24th, 2025
Markets/Coverages: Hub International Launches HUB Livestock Insurance in Canada

Hub International Ltd., the Chicago-based insurance broker, announced the launch of HUB Livestock Insurance in Canada, a scalable product with multiple specialized sub-programs, including equine, poultry and egg, dairy and cattle offerings, with others in development.

INACTIVE