Insurance Operations & Systems Specialist

About the role

We are BC's largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion. Position Summary This position acts as business support for insurance operations, accounting processes, and workflow improvement. You will be leveraging internal systems to drive accuracy, efficiency, and compliance.

Requirements

• You're an experienced insurance professional or accounting-minded operations specialist who gets frustrated when processes are broken and actually does something about it. You're comfortable in Excel, pick up new systems quickly, and colleagues come to you when something isn't working.
• Key Activities
• Provide business support on invoicing and accounting issues.
• Support employees, management, and the Finance division on insurance operations and business systems, including: Epic
• PolicyWorks
• CSR24 / Certificate Exchange
• Indio
• Create and maintain local workflows, processes, and reference guides.
• Develop and maintain operational reporting tools and workflow automations to support business accuracy.
• Coordinate user acceptance testing for system updates, representing the business operations perspective.
• Establish and perform audits.
• Coordinate the Business Systems Champion network.
• Lead or contribute to ad hoc projects, including data preparation and analysis, business case drafting, and project leadership.
• Other duties as required.
• You might come from either direction:
• An insurance broker or advisor with 5+ years of experience who has gravitated toward the operational and process side, or
• An accounting or finance professional who has built their career within the insurance industry
• In either case, you bring:
• Minimum five years of insurance industry experience
• Experience in a variety of insurance roles such as Team Assistant and Insurance Advisor
• CAIB, CIP, or FCIP designation preferred
• Demonstrated experience in process improvement, workflow documentation, or operational auditing within an insurance environment
• Experience with insurance-specific platforms (Epic, PolicyWorks, CSR24, or similar)
• Excellent analytical and creative problem-solving skills (analyze, diagnose, resolve)
• Ability to effectively prioritize and execute tasks while under timeline pressure
• Excellent communication skills (written and verbal)
• Strong overall computer proficiency, including advanced MS Word and Excel
• Comfortable adopting and championing new business tools and technologies
• Where This Can Take You
• We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

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