Senior Pension Analyst managing Canadian retirement programs for active and former colleagues at Manulife. Focusing on administration, compliance, and management of retirement plans.
About the role
- Benefits Analyst supporting client needs through analytics and strategic processes at HUB International. Collaborating with teams to enhance profitability and manage client relationships.
Responsibilities
- Provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services
- Support the Account Executives, Advisors with quoting, reporting and other strategic analytic processes
- Maintain excellent relationships both internally and externally with HUB clients and vendors
- Help increase profitability of existing product lines through the proposal process
- Develop and communicate strategy for RFPs, results and reports to carrier partners/vendors
- Responsible for the new and renewal submission and implementation as it relates to the quoting process
- Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination.
- Analyze the respective markets and products to find the best solutions to meet client’s needs
- Examine benefits and claims data for inclusion in RFPs
- Organize carrier & vendor bids received and follow up on non-responses and late submissions
- Negotiate with carriers throughout the RFP process
- Conduct claims analysis and contribution modeling
- Interact with Account Executives and Producers on status of marketing activity
- Review insurance bids for compliance with specifications
- Create and update templates used during the strategy and marketing process
- Provide training as a subject-matter-expert to other Client Services team members
- Attend carrier sales meetings, trainings, and webinars
Requirements
- College Degree
- 4+ years working for a carrier or brokerage firm.
- Strong verbal and written communication skills
- Analytical and problem-solving abilities
- Proficient in Microsoft Office – intermediate to expert user level preferred.
- Excellent organizational skills
- Ability to work well under pressure with attention to detail
- Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible
- Detail oriented
- Sense of urgency
- Understanding of benefits & benefit terminology
- Proficient typing ability
- High degree of independence and problem-solving skills
- Accurate completion of enrollment/changes which includes follow-up with carriers and team
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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