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 the analysis and execution of client group benefits renewals, claims experience reporting, carrier marketing deliverables and other ad hoc client reporting and deliverables upon request. You will work to create accurate and concise client reporting and deliverables to enhance client retention and procuration.

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

What You'll Do:

• 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

• Prepare client facing reports such as renewals, marketing, and mid-term experience reports

• Conduct plan market reviews, including production of Request-For-Proposal package, analysis of insurer quotations, and preparation of the report for the client

• Peer reviews, providing feedback on work for team members

• Maintain and update client files

• 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  following Service Level Expectations

• Other projects and responsibilities as required by brokers and account managers

What We're Looking For:

• Strong mathematical and analytical skills

• Ideally 1-5 years in the group insurance industry

• Knowledge of group benefits financial underwriting requirements for all types of employee benefits plans is considered an asset

• Knowledge of Canadian Benefits Industry

• Motivated to help support a diverse team and contribute to a team environment

• Strong time management, prioritization and multi-tasking skills

• Pro-active and a self-starter with a keen attention to detail

• Demonstrated ability to communicate effectivity in both written and verbal

• Works well in a fast paced, client-focused environment

• Proficiency in windows-based computer systems

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!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

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