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Employee Benefits & Retirement Analyst
Company | HUB International Canada |
Address | Calgary, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Insurance,Financial Services |
Expires | 2023-08-17 |
Posted at | 9 months ago |
The Opportunity!
- Paid day off for your birthday – we want to celebrate you!
- Room to grow within the organization.
- We work hard and play hard!
- Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!
- Plenty of company perks, benefits, RRSP matching and great compensation.
- Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities.
- Communicate regularly with insurance carriers.
- Analyze client data to identify trends and opportunities.
- Conduct plan market reviews, including production of Request-For-Proposal package, analysis of insurer quotations, and preparation of the report for the client.
- Utilize partner software to generate Benchmarking Reports.
- 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.
- 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.
- Managing of client information on internal databases and client management system including policy details, renewal dates, reporting requirements, broker details, commission details, documentation etc.
- Some understanding of Labour Standards and Human Rights legislation, particularly as they relate to employee benefits programs is an asset but is not required.
- Experience in the Employee Benefits or group insurance industry is considered an asset but is not required.
- A proven ability to work in a team environment with a flexible attitude.
- Highly organized with an attention to detail.
- 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.
- Solid working knowledge in Microsoft Office Suite (Excel, Word, and PowerPoint).
- Experience working with Customer Relationship Management software would be an asset.
- Strong analytical skills and a strong math aptitude.
- 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.
- _ _Entrepreneurship: We encourage innovation and educated risk-taking.
- _ _Teamwork: We work together to maximize results.
- Service: We serve clients, communities, and colleagues.
- Accountability: We measure and take responsibility for outcomes.
- _ _Integrity: We do the right thing every time.
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