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Early Careers: Analyst, Broking and Financial Management

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Aon

3d ago

  • Job
    Full-time
    Mid Level
  • Accounting & Tax
    Business, Operations & Strategy
  • Toronto

AI generated summary

  • You need up to 3 years in group benefits, strong analytical and organizational skills, proficiency in MS Office, a relevant degree, and a commitment to professional development. CEBS is a plus.
  • You will analyze renewals, monitor claims, prepare client materials, coordinate projects, enhance processes, build relationships, and stay updated on industry trends to support client value.

Requirements

  • Up to (3) years of direct group benefits experience in consulting or underwriting environment;
  • A valid group insurance license is an asset. Must have and maintain a valid group insurance license within more senior positions on the Broking team;
  • Demonstrated problem-solving and analytical skills in developing solutions for our clients;
  • Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services;
  • Strong technical expertise and the proven ability to remain current with respect to industry trends, provincial and federal legislative policies and changes;
  • Excellent interpersonal and communication skills, both verbally and written;
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision;
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task;
  • Proven ability to prioritize competing requirements and deadlines under pressure;
  • Must have strong computer skills and be proficient with the Microsoft Office Package.
  • University or College graduate in Financial Services, Mathematics, Actuarial science, or related discipline, or equivalent years of industry experience
  • Completed Certified Employee Benefit Specialist (CEBS) would be an asset
  • Commitment to professional development.

Responsibilities

  • Analysis and negotiation of annual renewals
  • Analysis and cost projections following carrier marketings
  • Experience monitoring, including analysis of claim costs, trends and client relevant KPIs
  • Help prepare client ready material
  • Help draft client communication material following renewals, marketings, new plan implementations, redesigns or for union meeting purposes
  • Support ad-hoc financial requests, working with carriers and other business units to support client facing colleagues
  • Coordinate projects with other team members, other business units and carriers
  • Increase efficiency by contributing to the improvement of standardized processes
  • Build strong working relationships with colleagues, other business units and client teams
  • Maintain an up-to-date knowledge of the group benefits industry, systems, products, trends and emerging technology, to support a thorough understanding of how this relates to increasing value to clients
  • Participate in team projects and activities which drive innovation, improved client value and business results

FAQs

What is the job title for this position?

The job title is Analyst, Broking and Financial Management - Health Solutions.

Where is the job located?

The job is located in Toronto or Montreal.

What type of solutions will the Analyst be delivering?

The Analyst will deliver innovative and effective solutions as part of the Health Solutions business group within Aon.

What are the primary responsibilities of this role?

The Analyst will support client teams in servicing clients regarding the financial management of their benefit programs, including annual renewals, marketing, experience reporting, budget preparation, and more.

What qualifications are required for this position?

A university or college degree in Financial Services, Mathematics, Actuarial Science, or a related discipline is required. Industry experience and a valid group insurance license are assets.

How many years of experience are preferred for applicants?

Up to three years of direct group benefits experience in a consulting or underwriting environment is preferred.

Are there opportunities for professional development?

Yes, Aon encourages commitment to professional development and continuous learning.

What skills are important for success in this role?

Important skills include problem-solving and analytical skills, organizational abilities, communication skills, and technical expertise related to industry trends.

Does Aon offer a comprehensive benefits package?

Yes, Aon offers a comprehensive benefits package to its employees.

What is Smart Working at Aon?

Smart Working is Aon’s approach to providing flexible working arrangements that go beyond just the physical place of work.

How does Aon support diversity and inclusion in the workplace?

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves and provides equal employment opportunities.

Will I be able to participate in the interview process if I have a disability?

Yes, Aon provides reasonable adjustments to participate in the job application, interview process, and to perform essential job functions once onboard.

What emphasis does Aon place on work/life balance?

Aon emphasizes work/life balance by encouraging colleagues to manage their wellbeing and offering Global Wellbeing Days each year.

Aon is in the business of better decisions

Consulting
Industry
10,001+
Employees
1940
Founded Year

Mission & Purpose

Aon is a global professional services firm that specializes in risk management, insurance brokerage, and human resources solutions. They offer a wide range of services including risk assessment, insurance brokerage, retirement and health solutions, and data analytics. Aon's ultimate mission is to empower clients to manage risk effectively, optimise their resources, and make informed decisions that drive business growth and resilience. Their purpose is to help clients navigate the complexities of risk and talent management, providing innovative solutions and insights that enable organisations to mitigate risks, protect assets, attract and retain talent, and enhance overall operational performance. Aon aims to be a trusted advisor, offering customised solutions that address the unique challenges of their clients across industries, ensuring they are well-prepared and positioned for success in a rapidly changing world.