Benefits Analyst

5 days ago


Leamington, Ontario, Canada 019981 Hub International Ontario Limited Full time
About The Role

HUB International is seeking a skilled Benefits Analyst to provide exceptional support to our Account Managers in the Employee Benefits and Retirement Practice. This role involves a comprehensive review and analysis of employee benefit plans, ensuring timely and accurate processing of documentation.

Key Responsibilities
  • Partner with Account Managers to service and retain existing employee benefits business, ensuring accurate and timely documentation.
  • Review, process, and prepare client reports for new business, renewals, updates, and marketing, adhering to reporting schedules and templates.
  • Conduct marketing activities, including preparing specifications for underwriters, answering underwriter questions, and reviewing or providing analysis and recommendations on marketing responses.
  • Prepare quarterly experience reports, including projections for renewals.
  • Maintain and update client files, including recording and completing activities in our broker management system.
  • Support customers in person or via telephone to assess and fulfill their employee benefits requirements.
  • Troubleshoot client complaints, respond to inquiries, assist with complex claims, and provide direction and administration of client benefits plans.
  • Assist in the administration of cross/upselling of HUB's benefits products to existing clients, preparing new business quotes and providing to producers for presentation.
  • Conduct account file audits to ensure all required documentation is properly stored and accessible.
  • Coordinate with insurance carriers as required.
Qualifications and Expertise
  • Post-Secondary Education or commensurate work experience.
  • 2-5 years' experience in the group insurance industry, with underwriting background preferred.
  • Knowledge of group benefits financial underwriting requirements for all types of employee benefits plans.
  • LLQP or willingness to obtain.
  • Knowledge of the Canadian benefits industry.
  • Strong verbal, written communication, and presentation skills.
  • Proficient in Microsoft Office: Word, Excel, PowerPoint, and Outlook.
  • Experience with MS Access or other databases an asset.
  • Experience with broker management systems, such as Epic, an asset.
  • Strong time management, prioritization, and multi-tasking skills.
  • Strong team player and ability to work independently.
  • Ability to exercise initiative and follow-up skills.
  • Some client travel may be required.
Elevate Your Career with HUB International

At HUB International, we offer a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities. We prioritize your well-being and professional development, providing flexible working arrangements, generous time-off policies, and a comprehensive benefits package.

We are committed to fostering a diverse, equitable, and inclusive work environment, celebrating the unique backgrounds and perspectives of our employees. Our selection process is designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase.

At HUB International, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.


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