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

Department Account Management & Service

Required Experience : Less than 1 year of relevant experience

Required Travel : Negligible

Required Education : Bachelors degree (4-year degree)

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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Required Experience :

IC

Key Skills

Fashion Retail,Academics,CFA,Audio Visual,Concrete Pump,Event Marketing

Employment Type : Full-Time

Experience : years

Vacancy : 1