Junior Analyst providing financial analysis for employee benefits at HUB International, assisting with data administration and supporting high-level analysis on client statements and renewals.
Responsibilities
Provide accurate and timely data for client renewal reports obtained from internal and external sources
Conduct renewal analysis, negotiate fees and rates with carriers – in alignment with department strategy
Review client claim history data from providers – working alongside the team to ensure all required reports are collected
Review and verify financial statements for accuracy, as well as perform quote analyses on behalf of the team
Actively manage all assigned accounts, and represent HUB and our values in all company and/or carrier events and presentations
Handle confidential information and data – adhering to HUB’s privacy and confidentiality agreement
Develop innovative methods to improve processes via automation and technology platforms
Create user-friendly templates and utilize available software to simplify processes for the team
Requirements
Bachelor’s degree or equivalent in Business Administration or Computer Science
1-2 years of relevant experience
Intermediate proficiency in Microsoft Word, PowerPoint, and Outlook
Advanced expertise in Microsoft Excel, including complex spreadsheets, data tables, and formula development
Proven ability to collaborate effectively in cross-functional team environments
Strong analytical and problem-solving capabilities
Proven ability to interpret and analyze numerical datasets to identify trends and resolve discrepancies
Excellent organizational skills with the capacity to manage competing priorities and deliver results within time-sensitive deadlines
Asset experience to have: Experience working with group benefits or insurance
Completion of the Life License Qualification Program (LLQP)
Benefits
Competitive compensation
Company matching RRSP contributions
Tuition financing and career-related training and development
Customizable flexible benefits options for you and your family
Mental and physical wellness initiatives
A positive, collaborative and team-oriented environment
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