Operations Analyst, HUB Heartland

POSITION SUMMARY:

HUB Heartland is seeking to add an Operations Analyst to our Financial Operations team who assists with overseeing and managing the financial operations of all HUB offices across the Ohio market. Operations professionals serve alongside the local leadership teams as a resource to all HUB International regional offices. As an integral part of the growing HUB team of experts our operations teams are critical to the success of our daily functions. This is an ideal early career opportunity for someone with a passion for problem solving and working closely with numbers and data. Top candidates for this role will have a knack for digging through large data sets and ensuring high levels of accuracy and attention to detail. This is a hybrid opportunity based in our Cincinnati OH office and will report to the Director of Financial Operations.

ABOUT HUB INTERNATIONAL:

Hub International is a leading full-service global insurance broker and financial services firm providing risk management insurance employee benefits retirement and wealth management products and services. With more than 20000 employees in offices located throughout North America Hubs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings

  • Medical/dental/vision insurance and voluntary insurance options

  • Health Savings Account funding

  • 401k matching program

  • Company paid Life and Short-Term Disability Plans

  • Supplemental Life and Long-Term Disability Options

  • Comprehensive Wellness Program

  • Paid Parental Leave

  • Generous PTO Package - Vacation Holiday Sick and Personal Time Off

• Great work/life balance because thats important for all of us!

• Focus on creating a meaningful environment through employee engagement events

• The ability to be a part of a motivated winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

• Growth potential - HUB is constantly growing and so can your career!

• A rewarding career that helps local businesses in the community

• Strong community support and involvement through HUB Gives

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provides reporting and analysis key KPI/metric dashboards books of business reporting expiration report generation producer commission reporting and critical path reporting

• Manages producer commission variance analysis and audit

• Manages agency commission variance analysis and audit

• Oversees calculation of referral/finders fees

• Assures completion of financial transaction work including: follow-up on accounts receivable open items research cash on account items check requests

• Contingent tracking and audit

• Assist with reconciliation work

• Complete reporting/metrics on revenue variances

• Assist with expense reporting

• Oversees referral fee calculations

• M&A work to include assistance with due diligence and onboarding of new agencies

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.

DESIRED SKILLS/QUALIFICATIONS:

• 4-year degree from an accredited university

• Prior administrative office or data entry experience is highly preferred

• Excellent oral and written English communication skills

• Superior customer service and problem solving skills

• Demonstrated proficiency with computer systems including but not limited to Microsoft office and automated agency management systems

• Prior experience with Epic Benefit Point and/or Power BI is highly preferred

• Ability to work in a collaborative team environment

• Strong attention to detail is essential

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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