Financial Operations Specialist

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At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for an Financial Operations Specialist.

Overview:

Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail strong analytical skills and effective communication skills.

Responsibilities:

Financial Operations

• Utilizing creating and delivering functional effective workflows to ensure team is current on Operations Finance related tasks.
• Accounts Receivable Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR sending accounts to collections address and reconcile issues as needed escalating as appropriate
• Monthly reconciliation of the regions CVR Registry account.
• Auditing and Maintaining EPIC data for Finance related accuracy.
• A few examples of projects in this area:
• Manage and audit Producer information and PRBR input in EPIC Agency Management System.
• Monthly audit of NEEs Hub 2 Hub handshake deals
• Smart Portal NEE Liaison and Cleanup with SPG Team
• Producer threshold project including review of policies and help with cleanup in EPIC

ARC $Activity Management

• Tracking and follow up of Open $activities for the NEE Region including help with resolution.
• Includes managing overall $activity status for the region and assignment as needed
• Participation in all Hub HFC Advisory Group Updates/Meetings

Centralized Invoicing Backup/Resource

• Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up.
• Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation.
• Finance Agreement Creations and Processing

Operations related Projects

• Support of current and future Operations Projects
• Drive process improvements by creation and analysis of workflows best practices for service team as needed

Additional duties and projects as identified by COO Director of Operations and the Financial Operations Manager.

Qualifications:

• Minimum for 3-5 years of experience in financial operations accounting or a related role
• 2 years EPIC Agency Management System experience
• Strong attention to detail and accuracy
• Effective communication and interpersonal skills
• Ability to manage multiple tasks and deadlines
• Strong organizational and time management skills
• Advanced Excel skills including pivot tables VLOOKUP and data analysis
• Ability to work both independently and as part of a team
• May require travel

The expected salary range for this position is $54933 - $106666and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

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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