Employee Benefits & Retirement Analyst

HUB International; Calgary; On-site; CAD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Employee Benefits & Retirement Analyst, where you will play a crucial role in enhancing client retention through detailed analysis and reporting. This position offers the chance to work in a collaborative environment, supporting a diverse team while managing client benefits renewals and claims reporting. With a strong emphasis on professional development, this role provides an opportunity to grow within a rapidly expanding industry. If you're motivated, detail-oriented, and ready to make a difference, this is the perfect opportunity for you.

Benefits

Excellent Compensation

Benefits Package

RRSP Match

Referral Incentives

Paid Educational Training

Work Flexibility

Paid Day Off for Birthday

Qualifications

• 2-5 years in group insurance industry with knowledge of benefits plans.
• Pro-active, detail-oriented with strong communication skills.

Responsibilities

• Analyze client data and prepare reports for client meetings.
• Conduct market reviews and manage client information efficiently.

Skills

Group Insurance Knowledge

Financial Analysis

Effective Communication

Attention to Detail

Client Management

Education

High School Diploma or Equivalent

LLQP Certification (or willingness to obtain)

Tools

Windows-based Computer Systems

Client Management Software

Benchmarking Software

Job description

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

As an Employee Benefits & Retirement Analyst, you are responsible for the analysis and execution of client group benefits renewals, claims experience reporting, carrier marketing deliverables and other ad hoc client reporting and deliverables upon request. You will work to create accurate and concise client reporting and deliverables to enhance client retention and procuration.

Full-Time career working out of our Calgary Fisher Street branch location.

What you will bring to the role –

• Ideally 2 - 5 years in the group insurance industry.
• Knowledge of group benefits financial underwriting requirements for all types of employee benefits plans.
• LLQP or willing to obtain.
• Knowledge of Canadian Benefits Industry.
• Motivated to help support a diverse team and contribute to a team environment.
• Pro-active and a self-starter with a keen attention to detail.
• Demonstrated ability to communicate effectively in both written and verbal.
• Works well in a fast-paced, client-focused environment.
• Proficiency in windows-based computer systems.

Responsibilities –

• Collect and analyze plan data in preparation for client meetings, including claims history updates, annual rate renewals, ASO reconciliations, financial analysis, and other ad-hoc projects as required.
• Conduct plan market reviews, including production of Request-For-Proposal package, analysis of insurer quotations, and preparation of the report for the client.
• Analyze client data to identify trends and opportunities.
• Manage client information on internal databases and client management system including policy details, renewal dates, reporting requirements, broker details, commission details, documentation, etc.
• Utilize partner software to generate Benchmarking Reports.
• Communicate regularly with insurance carriers.
• Manage monthly workflow and deliverables with various brokers, liaise with key project stakeholders to ensure adherence to specific timelines.
• Develop client communication materials and other documents as required in coordination with HUB Communication & Design team.
• Other projects and responsibilities as required by brokers and account managers.

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship : We encourage innovation and educated risk-taking.
• Integrity : We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability : We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Employee Benefits & Retirement Analyst opportunity at our Calgary Fisher Street branch location!

Department: Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent