Business Process Specialist

Position Summary:

Hub Financial, Canada's largest Life Insurance Managing General Agency, supports Life Insurance, Investment, and Mutual Fund Advisors across Canada. The successful candidate for this Business Process Specialist role will have a high level of customer service, can multitask, and is looking for a challenging role. The candidate will report to the Director, Business Services, and will be working in our Business Process Improvement department, responsible for the following:

  • Participate in the prioritization, development testing, and delivery of system enhancements and upgrades
  • Contribute to the development of specific requirements such as reporting and system functionality may be required
  • Documenting business requirements, functional specifications, and timelines for business analysis deliverables
  • Developing test strategies, plans, and cases to ensure a quality product is delivered that meets business requirements
  • Familiar with industry organizations and standards – CLIEDIS and Fundserv
  • Assist in identifying and resolving user needs, business issues, and requirements on a regular basis using basic research, analytical, and problem solving skills
  • Report status and issues to the Director, Business Services, and may, with supervision, coordinate and communicate with end users, staff, and vendors
  • Analyze reported issues and test to confirm
  • Liaise with Bluesun and other third parties to resolve technical issues

Qualifications & Experience:

  • Background in administration in Mutual Fund Dealership, Investments and Life insurance is a definite asset
  • Experience with Wealthserv Investments and/or Wealthserv Insurance a definite asset
  • Excellent analytical and creative problem solving skills
  • Ability to probe and define root cause
  • Big picture thinking with the ability to drive out system enhancement to benefit overall efficiencies
  • Logical and efficient, with keen attention to detail
  • Outstanding organizational and planning skills
  • Experience in project management is a definite asset
  • Strong team player with demonstrated ability to work with others in a team environment
  • Strong knowledge of Microsoft Office – advanced proficiency in MSOffice specifically (Visio, Excel, Powerpoint, Word)
  • Great attitude with exceptional customer service skills.
  • Effective written and oral communication skills are essential

HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

  • LI-JM1

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