Data analyst

POSITION SUMMARY:

HUB Heartland is seeking to add a Data Analyst to our Financial Operations team, responsible for 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 20,000 employees in 600+ offices located throughout North America, Hub's 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 that's 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/finder's 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
• Ability to work in a collaborative team environment
• Strong attention to detail is essential

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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