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HUB International · 3 weeks ago

Financial Operations Specialist

East Longmeadow, MA

Full-time

Hybrid

Mid Level

$55K/yr - $107K/yr

3+ years exp

HUB International is a leading insurance brokerage firm dedicated to empowering its employees and clients. The Financial Operations Specialist will support and maintain finance processes, manage accounts receivable, and drive process improvements through effective workflows and project oversight.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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

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

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

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

Qualification

Financial operations experienceEPIC Agency Management SystemAdvanced Excel skillsAttention to detailCommunication skillsManage multiple tasksOrganizational skillsTime management skillsInterpersonal skillsWork independently