Financial Operations Specialist

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At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

As one of the world’s largest insurance brokers — and a proud — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.

We currently have an opportunity for an Financial Operations Specialist.

Overview:

Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills.

Responsibilities:

Financial Operations

• Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks.
• Accounts Receivable – Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate
• Monthly reconciliation of the region’s CVR Registry account.
• Auditing and Maintaining EPIC data for Finance related accuracy.
• A few examples of projects in this area:
• Manage and audit Producer information and PRBR input in EPIC, Agency Management System.
• Monthly audit of NEE’s Hub 2 Hub handshake deals
• Smart Portal NEE Liaison and Cleanup with SPG Team
• Producer threshold project including review of policies and help with cleanup in EPIC

ARC $Activity Management

• Tracking and follow up of Open $activities for the NEE Region, including help with resolution.
• Includes managing overall $activity status for the region and assignment as needed
• Participation in all Hub HFC Advisory Group Updates/Meetings

Centralized Invoicing Backup/Resource

• Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up.
• Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation.
• Finance Agreement Creations and Processing

Operations related Projects

• Support of current and future Operations Projects
• Drive process improvements by creation and analysis of workflows, best practices, for service team as needed

Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager.

Qualifications:

• Minimum for 3-5 years of experience in financial operations, accounting or a related role
• 2 years’ EPIC Agency Management System experience
• Strong attention to detail and accuracy
• Effective communication and interpersonal skills
• Ability to manage multiple tasks and deadlines
• Strong organizational and time management skills
• Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis
• Ability to work both independently and as part of a team
• May require travel

Department Accounting & FinanceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

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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