Lead Analyst, Employee Benefits

HUB International; Burnaby; On-site; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

RRSP matching

Tuition financing and training

Flexible benefits options

Wellness initiatives

Team-oriented environment

Career development

Job summary

HUB International in Burnaby, BC, is seeking a Lead Analyst to work with a team delivering financial analysis of carrier and client statements and supporting day-to-day data administration. The role sits at our Burnaby Still Creek head office in Willingdon Business Park, with easy transit access.

You will collect and analyze plan data, perform market reviews, and manage client information across internal databases, providing high-level analysis and detailed commentary.

Qualifications

• Strong analytical skills and math aptitude.
• Proficient with MS Office (Excel, Word, PowerPoint).
• Self-motivated with initiative and ability to work independently.
• Excellent oral and written communication; highly organized.
• Experience with CRM software is an asset.
• Team player with a flexible attitude.
• Experience in Employee Benefits or group insurance is an asset.
• Experience with Group Retirement programs is an asset.
• Willingness to pursue CEBS designation is an asset.
• Understanding of Labour Standards and Human Rights legislation in employee benefits is an asset.

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.
• Feedback and assist in continuous improvement on HART renewal tool.
• Manage Adhoc project and custom reporting requests.
• Facilitate training for new analysts on the various tools/enroll team members for additional training courses.
• Provide Management with quarterly updates on output of team
• Other projects and responsibilities as required by brokers and account managers.

Skills

Analytical thinking

Math aptitude

MS Office

Independent working

Interpersonal skills

Team player

Initiative

Communication skills

Tools

CRM software

Job description

Who We Are

We are BC's largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.

What We're Looking For

The Lead Analyst works closely with a team of Analysts that provide financial analysis of carrier and client statements, assist in the day-to-day data administration as well as supporting and providing high-level analysis and detailed commentary over their work. Our Burnaby Still Creek head office location is centrally located in the Willingdon Business Park near The Amazing Brentwood. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

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.
• Feedback and assist in continuous improvement on HART renewal tool.
• Manage Adhoc project and custom reporting requests.
• Facilitate training for new analysts on the various tools/enroll team members for additional training courses.
• Provide Management with quarterly updates on output of team
• Other projects and responsibilities as required by brokers and account managers.

Skills, Characteristics & Qualifications

• Strong analytical skills and a strong math aptitude.
• Solid working knowledge in Microsoft Office Suite (Excel, Word, and PowerPoint).
• A high level of initiative and independence and being able to work effectively with minimal supervision.
• Superior interpersonal skills; excellent oral and written communication skills.
• Highly organized with an attention to detail.
• Experience working with Customer Relationship Management software would be an asset.
• A proven ability to work in a team environment with a flexible attitude.
• Experience in the Employee Benefits or group insurance industry is considered an asset but is not required.
• Experience with Group Retirement programs is considered an asset but is not required.
• Willingness to obtain or actively working towards CEBS designation is an asset but is not required.
• Some understanding of Labour Standards and Human Rights legislation, particularly as they relate to employee benefits programs is an asset but is not required.

What We Offer

• 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
• Ongoing personal and career development

The expected salary range for this position is $70,000 to $85,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. We invest in our employees! Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

Our Culture Starts with You

We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business We want you to be INNOVATIVE and open to sharing your ideas You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues. You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER You work with a high degree of INTEGRITY and ACCOUNTABILITY

To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required

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HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.