Employee Benefits & Retirement Analyst

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 supporting medium to large sized clients with superior service and essential advice.

You will work to create affordable, competitive, and sustainable plans that allow our clients to enhance employee acquisition and retention.

The Employee Benefits Advisor role is a strong client manager with an exceptional ability to collaborate and build relationships.

Full-Time career working out of our Calgary Fisher Street branch location.

A day in the life

• 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.

What you will bring to the role

• Strong analytical skills and mathematical 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.

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!

Department Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : No Travel Required

Required Education : High school or equivalent

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.