Operations Analyst, HUB Heartland

HUB International•Cincinnati, OH

4d•Hybrid

About The Position

HUB Heartland is seeking to add an Operations Analyst to our Financial Operations team, who assists with 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.

Requirements

High school diploma required, 4-year degree from an accredited university preferred
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

Nice To Haves

Prior experience with Epic, Benefit Point, and/or Power BI is highly preferred

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.

Benefits

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