Billing & Reporting Analyst

About The Role

This role supports the business by managing and analyzing account-related activities that impact revenue, billing, and carrier relationships. The focus is on identifying discrepancies, resolving open items, and producing accurate reports that help teams make informed decisions. Working closely with operations, leadership, and client service teams, this role plays a key part in keeping account activity accurate, timely, and running smoothly.

What You’ll Do

• Manage accounting activities that have a significant impact on revenue, accounts receivable, premium payables, and relationships with carriers and clients
• Create and distribute monthly open activity reports to unit leaders
• Partner with unit leaders and client service teams to resolve open billing discrepancies
• Investigate complex Activities and work with teams to ensure issues are accurately identified and resolved
• Collaborate with Centralize Accounting Team to maintain a streamlined and consistent approach to managing Activities across all regions
• Assist with advanced premium payments to Facility and other carriers
• Provide support to teams on accounting related inquiries, including invoicing and accounting activity questions
• Identify and notify teams of workflow or process issues
• Prepare and send monthly EMT reports highlighting potential issues related to premiums and commissions
• Design and deploy EPIC reports for teams, including EDoc, weekly Accounts Receivable Reports Activity, and Expiration reports
• Produce ad hoc EPIC reports as required

Qualifications and expertise that pave the way for Success

• 2 to 5 years of experience in an analytical, billing, or account focused role, with hands on exposure to accounts receivable, accounts payable, invoicing, or billing processes for an insurance broker or carrier
• Proven ability to analyze data, identify discrepancies, and investigate variances related to financial or billing activities
• Experience working with reporting tools and advanced Excel functionalities, including Pivot Tables and lookups; EPIC experience is an asset
• Strong ability to create clear, accurate dashboards and reports that support business decision making
• Exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities in a fast paced environment
• A growth mindset with a willingness to learn, collaborate, and continuously improve processes
• Strong communication and teamwork skills, with the ability to work effectively across teams and with leadership
• Post secondary education in Analytics, Economics, Accounting, Business, or a related field is an asset
• Candidates may be asked to complete an attribute based assessment and other skills testing, such as Excel or MS Office, onsite

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.

Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.

Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.

Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. 

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.