Analyst, Employee Benefits & Retirement
HUB International
**About The Role**
We’re looking for a Benefits Analyst to provide effective support to assigned Account Managers in the Employee Benefits and Retirement Practice. This role involves full life cycle review and analysis of employee benefit plans. This is a fast-paced role and involves strong team work and service excellence. Benefits in being in this position include working for a top Brokerage Firm recognized as an Industry Leader.
**What You’ll Do**
+ Partnering with assigned Account Managers and Producers to service and retain the existing employee benefits book of business by ensuring that all documentation is accurate and processed in a timely fashion;
+ Reviewing, processing and preparing client reports for new business, renewals, updates and marketing in accordance with applicable reporting schedules and reporting templates;
+ Conducting marketing; including preparing and submitting specifications to underwriters,answering underwriter questions, reviewing or providing analysis and recommendations onmarketing responses, and preparing marketing report
+ Preparing quarterly experience reports including projections for renewals
+ Maintaining and updating client files, including recording and completing activities in our broker management system;
+ Supporting customers in person or via telephone to assess and fulfil their employee benefits requirements
+ Troubleshooting client complaints, responding to inquiries, assisting complex claims and providing direction and administration of client’s benefits plans
+ Assisting in administration of cross/upselling of HUB’s benefits products to existing clients; preparing new business quotes and provide to producer for presentation;
+ Conducting account file audits to ensure all required documentation is properly stored and accessible
+ Coordinating with insurance carriers as required
**Qualifications and expertise that pave the way for Success**
+ Typically 1-2 years of group benefits insurance experience with direct involvement in the renewal process
+ Knowledge of group benefits financial underwriting requirements for all types of employee benefits plans
+ LLQP or willing to obtain
+ Knowledge of the Canadian benefits industryStrong verbal, written communication and presentation skills
+ Proficient in Microsoft Office: Word, Excel, PowerPoint and Outlook;
+ Experience with MS Access or other databases an asset
+ Experience with broker management systems i.e. Epic an asset
+ Strong time management, prioritization and multi-tasking skills
+ Strong team player and ability to work independently
+ Ability to exercise initiative and follow up skills
+ Some client travel may be required
**Elevate Your Career with HUB International**
Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/ .
**Your Advancement and Well-being: Our Priority**
At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:
+ **Recognized Rewards** : Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
+ **Work-Life Balance:** Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
+ **Comprehensive Benefits:** Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
+ **Professional Growth:** Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
+ **Industry Support:** Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
+ **Exclusive Perks** : Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
**Culture and Belonging: Our Commitment**
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
**Service: Our Ethos**
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
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Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: Diploma
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