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Analyst, Employee Benefits – Retirement
HUB InternationalBenefits Analyst at HUB International collaborating with Account Managers to deliver service across employee benefits plans. Engaging in client support, data analysis, and marketing efforts to enhance benefits solutions.
About the role
Key responsibilities & impact- 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 develop quarterly experience reports and renewal projections
- Maintain and update client files in our broker management system (e.g., EPIC)
- Troubleshoot issues and help administer clients’ benefit plans
- Assist with cross-selling and upselling HUB’s benefits solutions
- Perform account audits and coordinate with insurance carriers as needed
Requirements
What you’ll need- 1–2 years of group benefits experience, with exposure to renewals and underwriting
- Knowledge of Canadian group benefits plans and financial requirements
- LLQP license (or willingness to obtain)
- Strong communication, organization, and multitasking skills
- Proficiency in Microsoft 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
group benefits experiencerenewalsunderwritingdata analysisaccount auditscross-sellingupselling
Soft Skills
communicationorganizationmultitaskingindependent workcollaborationfast-paced environment
Certifications
LLQP license