Easter Seals Jobs

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

THE OPPORTUNITY:

*Remote opportunity

This is a “roll-up-your-sleeves” role that will function as day-to-day support for HUB’s Retirement & Private Wealth (RPW) advisors across the US. This person will be critical in operationalizing and scaling RPW practices leveraging technology for reporting, analysis, and presentations. This position will report to the RPW Business Solutions Solutions & Operations Director and have regular interaction with RPW’s Vice President of Business Solutions & Operations along with senior leaders in the field and RPW leadership.

The Business Solutions & Operations Analyst will be part of a small but growing team that works to support the Solicitor Referral Program (onboarding and revenue process support), troubleshoots issues with the back office processes (revenue payments and account updates, etc.), as well as front office processes (retirement plan reporting, data transfers, etc.). This position offers tremendous growth potential for strong performers who are eager to learn and take on new responsibilities as the overall Technology Solution & Operations team expands and the individual engages directly with advisors, producers, and leaders across the organization.

• Assist Commercial Lines and Employee Benefits producers with the process of onboarding to the Solicitor Referral Program

• Assist Finance with tracking solicitor referral revenue

• Assist RPW advisors and support staff with the onboarding process to the HUB RPW Tech Ecosystem

• Assist RPW advisors and support staff with the account opening and maintenance processes

• Provide CRM Support to advisors as well as report creation & management.

• Understand data flows between multiple systems

• Help build and maintain Power BI dashboards for internal and external stakeholders

• Contribute to continued enhancement of the RPW Technology Solutions & Operations processes and documentation

• Assist with certain front office functions such as report generation, requests for proposal, and data corrections

WHAT YOU BRING TO THE TABLE:

You are perfect for this opportunity if you have . . .

• Preferred Qualifications

• Financial service knowledge, specifically related to qualified retirement plans and wealth management

• Some knowledge of insurance and/or employee benefits

• Required Skills

• Strong written and verbal communication skills

• Ability to work well with others, leverage effective emotional intelligence, proactively anticipate and develop solutions, and work collaboratively with multiple teams

• Self-motivated, able to organize and prioritize tasks in a largely unsupervised setting

• High level of comfort leveraging Microsoft Office, including Excel, Planner, PowerBI, PowerAutomate, and MS Forms

• Proven experience working in a fast paced and quickly evolving work environment specifically as it relates to changing technology

• Detail Oriented, Quick Learner, Problem Solver

• Proficiency in common programming languages, including SQL and Python

• Comfort in presenting/training technology solutions for new users

The expected pay range for this position is $70,000 to $90,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

WHY CHOOSE HUB?:

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• Are seeking a progressive work environment at a rapidly growing organization

• Have a desire to help others protect their future

• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• Are focused on learning and development to enhance your industry knowledge and expertise

• Are a self-starter willing to invest time and energy to learn the technical aspects of our business

• Believe in integrity and building success by developing relationships with others

Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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