HUB International · 6 days ago
Financial Operations Specialist
Norwell, MA
Full-time
Onsite
Mid Level
$55K/yr - $107K/yr
3+ years expHUB International is a leading insurance brokerage firm dedicated to empowering its employees and providing a broad array of insurance and financial products. The Financial Operations Specialist will support and maintain finance processes and projects, ensuring effective workflows and continuous improvements across teams.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks
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
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
Required
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
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase