Employee Benefits & Retirement Analyst

HUB International; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance and risk management firm is seeking an Employee Benefits & Retirement Analyst for their Calgary location. This role includes analyzing group benefits renewals and executing client reporting to enhance retention. Ideal candidates will have 2-5 years of relevant experience, a strong understanding of financial underwriting, and be committed to teamwork in a fast-paced environment.

Benefits

Excellent compensation and benefits

Flexibility in work arrangements

Paid training and educational opportunities

Career advancement opportunities

Paid day off for your birthday

Qualifications

• Must have knowledge of the Canadian Benefits Industry.
• Able to work in a fast-paced client-focused environment.

Responsibilities

• Collect and analyze plan data for client meetings.
• Conduct market reviews and prepare reports for clients.
• Manage client information in internal databases.

Skills

Knowledge of group benefits financial underwriting

Motivated to support a diverse team

Attention to detail

Effective communication

Proficiency in Windows-based systems

Education

LLQP or willingness to obtain

2 - 5 years in the group insurance industry

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 effectivity 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.
• Managing of 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!

If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Expected Travel: Up to 25%

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