Responsible for credit analysis and portfolio support for agricultural clients at U.S. Bank. Analyze financial information and collaborate with Relationship Managers to manage loans and mitigate risks.
About the role
- Senior Analyst providing analytical and technical support for mid to large clients in employee benefits consulting. Engaging with various organizations to enhance their employee benefits plans through effective strategies and reporting.
Responsibilities
- Provide strong analytical and technical support on mid to large clients
- Prepare client facing reports such as renewals, actuarial valuations, financial statements, marketing, plan design and in accordance with applicable reporting schedules and reporting templates
- Conduct marketing exercises; includes preparing and submitting specifications to insurance carriers, answering questions, reviewing, and providing technical analysis and recommendations on marketing responses, and preparing marketing reports
- Peer reviewing and providing feedback on work for team members
- Prepare experience reports including projections for renewals
- Maintain and update client files
- Provide excellent customer service to our clients via telephone or email to assess and fulfil their employee benefits requirements
- Coordinate with insurance carriers as required
- Conduct industry research on issues and trends affecting client benefits plans
- Assist with special projects, as required
- Attend and participate in client meetings on occasion.
Requirements
- Post-Secondary Education and/or related courses in group benefits (CEBS) or actuarial studies
- Minimum 3 years experience in the group insurance industry, with prior consulting and/or insurance background preferred
- LLQP an asset
- Solid knowledge of Canadian benefits industry including group benefits financial underwriting requirements for all types of employee benefits plans
- Strong mathematical and analytical skills
- Strong time management, prioritization and multi-tasking skills
- Strong team player and ability to work independently
- Ability to exercise initiative and follow up skills.
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
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