ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

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 offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that’s important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe 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 communityStrong community support and involvement through HUB Gives

SUMMARY:

The Financial Operations Team Lead position is an adjacent title to a functional title within the Financial Operations team and will be responsible for specialty unit (CBU) process and workflows, in addition to their daily duties, while acting with a high degree of independent discretion, autonomy and decision-making.  Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, while providing support for all aspects of the financial operations of the region.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Performs daily duties as outlined in a separately defined job description (Financial Operations Specialist)Attends operational meetings as outlined by leadership; sharing, training and implementing learned strategiesAssists in developing and implementing specialty unit process and workflows, including training plans for specialty unit staffPerforms desk audits within the specialty unit (CBU), as directed by leadership and then assists with coaching staff individually on any improvements identified as a result of the auditCoordinates and conducts training for specialty unit (CBU)May provide assistance in the recruiting and hiring process and participates in the new hire onboarding process.Champions communication of goals, vision, and procedures developed by the leadership teamsWorks with Operational Team Leaders, Accounting, Human Resources, and others to assist in impelementing regional projects and directivesIn conjunction with Financial Operations Manager, may be required to immediately and effectively address and resolve employee performance concerns utilizing Regional Human Resources and Operations resources as necessaryMay direct employee workflow, workload and overall performanceProvides feedback to management to improve performance and productivityMay coordinate time off within unit to ensure service level and appropriate reporting of time offIn conjunction with Financial Operations Manager, may conduct or assist with annual performance reviews for specialty unitAnswers phone inquiries and addresses problems in a timely mannerTravels on company business as requiredPrepares reports for management as requiredPerforms other duties and projects as assignedInvoices all agency bill items for the South Florida region, including new business, renewals, endorsements, audits, consulting fees, etc.Follows set workflows for all agency invoicingReview account set up in agency management system to ensure critical fields are set up appropriately before invoicingReview and update commission data in agency management system for all parties relevant to commission informationWork with our HUB Financial Center (HFC) to review and correct all discrepanciesWork with payables team to expedite corrections and carrier payments to avoid cancellation noticesWork to resolve accounting activities created as a result of the team’s work effortsTrack aged receivables and work with advisors and servicers on collection timingWork with advisors and servicers to resolve any internal billing errors in agency management systems to ensure they are paid correctlyGenerate invoices/statements in Epic for distributionReview monthly NOCs & issuesOther duties as related to direct bill transactions, corrections and reportsSupports team with regards to anty M&A responsibilitiesChampions communication of goals, vision, and procedures developed by the leadership teamsPrepares reports for management as requiredOther accounting duties as assigned which may be outside of CBU duties

REQUIREMENTS:

Four-year college degree preferred3+ years experience in accounting/finance related fields3+ years insurance industry knowledge Exceptional written and verbal communication skillsSuperior customer service and problem solving skillsProficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)Detail-oriented self-starterStrong leadership, mentoring, and team-building skillsSignificant skill in handling competing demands and projectsExcellent organizational skills and ability to prioritize and delegate responsibilityMastery of virtual technology, including meeting scheduling, video display and screen sharingRelevant Insurance licenses per state/regional statutes, preferred, but may not be required

Department Accounting & Finance

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 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

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