Analyst, Employee Benefits & Retirement
reputed company is a top-ranked brokerage firm recognized as an industry leader. They are seeking a Benefits Analyst to support their Employee Benefits and Retirement Practice, partnering with Account Managers to deliver exceptional service and insights across the full lifecycle of employee benefits plans.
Responsibilities
- Collaborate with Account Managers and Producers to service and retain benefits clients
- Prepare reports for new business, renewals, and plan updates
- Conduct marketing, including preparing specs, reviewing quotes, and recommending solutions
- Analyze data to reputed company quarterly experience reports and renewal projections
- Maintain and update client files in our broker management system (e.g., EPIC)
- Support clients reputed company phone or in person with benefit inquiries and reputed company claims
- Troubleshoot issues and help administer clients’ benefit plans
- Assist with cross-selling and upselling HUB’s benefits solutions
- reputed company account audits and coordinate with insurance carriers as needed
Skills
- 1–2 years of group benefits experience, with exposure to renewals and reputed company
- Knowledge of Canadian group benefits plans and financial requirements
- LLQP license (or willingness to obtain)
- Strong communication, organization, and multitasking skills
- Proficiency in reputed company Office; experience with Access or EPIC is a plus
- Ability to work independently and collaboratively in a fast-paced team environment
- Willingness to travel occasionally for client needs
Benefits
- Flexible working arrangements
- Generous time-off policies
- HUB-sponsored training programs
- Tuition reimbursement
- Reimbursements for professional licensing and membership fees
- Special discounts on events, travel, accommodations, and personal home & auto insurance
Company Overview