Benefits Analyst - Employee Benefits & RetirementOakville, ON

Hi, we’re HUB.

We are the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker. We provide a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products, and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 17,000 professionals in 500 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people.

About The Role

HUB International continues to grow and we are looking for a Benefits Analyst to provide effective support to assigned Account Managers in the Employee Benefits and Retirement Practice in our Toronto Office. This role involves full life cycle review and analysis of employee benefit plans. This is a fast-paced role and involves strong team work and service excellence. Benefits in being in this position include working for a top Brokerage Firm recognized as an Industry Leader.

What You’ll Do

  • Partnering with assigned Account Managers and Producers to service and retain the existing employee benefits book of business by ensuring that all documentation is accurate and processed in a timely fashion;

  • Reviewing, processing and preparing client reports for new business, renewals, updates and marketing in accordance with applicable reporting schedules and reporting templates;

  • Conducting marketing; including preparing and submitting specifications to underwriters,answering underwriter questions, reviewing or providing analysis and recommendations onmarketing responses, and preparing marketing report

  • Preparing quarterly experience reports including projections for renewals

  • Maintaining and updating client files, including recording and completing activities in our broker management system;

  • Supporting customers in person or via telephone to assess and fulfil their employee benefits requirements

  • Troubleshooting client complaints, responding to inquiries, assisting complex claims and providing direction and administration of client’s benefits plans

  • Assisting in administration of cross/upselling of HUB’s benefits products to existing clients; preparing new business quotes and provide to producer for presentation;

  • Conducting account file audits to ensure all required documentation is properly stored and accessible

  • Coordinating with insurance carriers as required

What You’ll Need for Success

  • Post-Secondary Education or commensurate work experience;

  • Ideally 2 - 5 years’ 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 willing to obtain

  • Knowledge of the Canadian benefits industryStrong 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 i.e. 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

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.

We’re committed to you and your well-being with a variety of benefits such as:

  • Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)

  • A flexible hybrid environment and paid time off that allows for a work/life balance

  • Lavish and flexible benefits options that cater to your individual needs with a company RRSP match

  • A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement

  • Reimbursement of license fees and professional membership dues

  • Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.

#LI-hybrid

#LI-AW

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.