Analyst, Employee Benefits & Retirement

HUB International; Oakville; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading brokerage firm in Canada is seeking a Benefits Analyst to support its Employee Benefits and Retirement Practice. The role involves collaborating with Account Managers, preparing analytical reports, and servicing clients. Ideal candidates will possess experience in group benefits, excellent communication skills, and a commitment to professional development.

Benefits

Competitive compensation package

Flexible working arrangements

Company-matched RRSPs

Professional development programs

Discounts on events and insurance

Qualifications

• 1-2 years of group benefits experience.
• Knowledge of Canadian group benefits plans and financial requirements.
• Ability to work both independently and collaboratively.

Responsibilities

• Collaborate with Account Managers and Producers to service and retain benefits clients.
• Prepare reports for new business and renewals.
• Analyze data for quarterly reports and renewal projections.

Skills

Strong communication

Organization

Multitasking

Education

LLQP license (or willingness to obtain)

Tools

Microsoft Office

EPIC

Job description

About The Role

Join a top-ranked brokerage firm recognized as an industry leader. We’re looking for a Benefits Analyst to support our Employee Benefits and Retirement Practice. In this fast-paced, client-focused role, you’ll partner with Account Managers to deliver exceptional service and insights across the full lifecycle of employee benefits plans.

What You’ll Do

• Collaborate with Account Managers and Producers to service and retain benefits clients.
• Prepare reports for new business, renewals, and plan updates
• Conduct marketing, including preparing specs, reviewing quotes, and recommending solutions
• Analyze data to develop quarterly experience reports and renewal projections
• Maintain and update client files in our broker management system (e.g., EPIC)
• Support clients via phone or in person with benefit inquiries and complex claims
• Troubleshoot issues and help administer clients’ benefit plans
• Assist with cross-selling and upselling HUB’s benefits solutions
• Perform account audits and coordinate with insurance carriers as needed

Qualifications and expertise that pave the way for Success

• 1–2 years of group benefits experience, with exposure to renewals and underwriting
• Knowledge of Canadian group benefits plans and financial requirements
• LLQP license (or willingness to obtain)
• Strong communication, organization, and multitasking skills
• Proficiency in Microsoft Office; experience with Access or EPIC is a plus
• Ability to work independently and collaboratively in a fast-paced team environment
• Willingness to travel occasionally for client needs

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.

#LI-hybrid

Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Negligible

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