Financial Analyst

HSB Canada, part of Munich Re, is Canada's premier engineering-driven specialty insurer and provider of inspection, engineering and technology services that set the standard for excellence in the market. Our constantly evolving offerings lead the market in cyber, equipment breakdown, renewable energy, technology services, engineering-based risk management and inspection services. We bring technical expertise to help our clients stay ahead of complex, emerging and technology-based risks.  We dare to think big, and we are continuously innovating on behalf of our clients. We recognize Diversity, Inclusion, and Belonging as key priorities and a culture that welcomes different thoughts and opinions.

HSB is much more! It’s insurance. Engineering. Technology. To learn more about us, please visit: https://www.hsb.ca

Primary Objectives:

The Client Experience Associate is a key member of the Treaty Team supporting coordinated activities focused on Operations, Project Management and reinforcing an ongoing positive Client Experience. This position independently manages the day-to-day relationship with our Property and Casualty clients, maintains and monitors the operational health of assigned customers, as well as facilitates the smooth implementation of HSB Canada’s Personal and Commercial products and services for clients. The Client Experience Associate will also work alongside our Client Executives, Insurance Operations, Corporate Underwriting, Claims, and Finance teams to coordinate proper workflow, tools, documentation, and procedures to support successful product integration and drive customer engagement.

The successful applicant will be a part of our growing and highly progressive Treaty division, participating in the implementation support for the development, structure and communication of client reinsurance programs and marketing strategies. This position is ideal for candidates who thrive in a fast-paced environment dealing with clients, providing expert subject matter product knowledge and technical expertise.

This position is open to candidates across Canada.

Job Responsibilities:

• Handle daily account management and operational interactions with client companies by responding to requests for information regarding forms, treaties, claims processing and inspections etc.
• Build, develop, and maintain professional and personal contacts with the client to enhance the integration of HSB Canada’s product and services.
• Work with other members of the Treaty team to drive results and ensure financial targets are achieved.
• Gather information, analyze personal and commercial lines data from client companies to develop and deliver tailored proposals for new products, as needed.
• Provide technical guidance to partners and clients regarding our unique product solutions.
• Promote, build and maintain relationships with client companies, broker/agents and partners through training presentations and product implementations.
• Coordinate with related internal and external business units with regards to product development, marketing collateral and product launches.
• Monitor account data with respect to individual program details and activities to ensure account activities align with treaty agreements.
• Participate in special projects as requested, assisting in the coordination of timelines and follow-up.
• Consult with Corporate Client Executive on activities related to the health of the client company partnership, including analysis of financial information.
• Share operational and financial results and help develop enhancements that will continuously improve client company outcomes.
• Complete other responsibilities as required.

Qualifications:

• A Bachelor’s Degree or equivalent work experience is required.
• Minimum 3-5 years’ experience in the insurance industry.
• Strong knowledge of insurance company, agency operations and business processing systems.
• Experience with workflow documentation.
• Project Management experience.
• Ability to engage clients, coordinate program deliverables and solve operational issues.
• Strong client-facing skills with a high degree of diplomacy.
• Excellent written and verbal communication and presentation skills.
• Strong analytical skills, and negotiation skills, coupled with highly proficient computer skills.
• Bilingual capabilities (English and French) are required.
• Microsoft Suite (Excel, PowerPoint, Word, MS Project & Access or relational database).
• CIP designation or actively working towards one.

Company Benefits:

Together, we engage with everything we have and are, to help humankind act braver and better. Go further with HSB.

We are pleased to offer our employees great benefits and resources to support their mental, physical and financial wellbeing. These include:

• An engaging and collaborative environment that promotes continuous learning and development
• A hybrid work environment that combines weekly in-office and remote days
• A great compensation package including an annual company bonus
• Competitive company-paid flexible health and dental benefits, starting on your first day
• Flexible dollars provided by the company to put towards a Health Spending Account and/or Wellness Spending Account
• Wellness program with tools and resources supporting your mental, physical, and financial wellbeing – on and off the job
• Participation in the DC Pension Plan with a progressive employer contribution scale based on tenure starting at 4%, plus optional company match in the RRSP plan
• Generous time off including vacation, personal days, unplanned time, Statutory Holidays and company-wide early closure half-days
• Learning and development programs and resources, including unlimited access to LinkedIn Learning, Education Assistance Program, and reimbursement for professional fees
• Employee Referral Program and Recognition Program

HSB Canada is committed to providing a work environment that is inclusive and free of employment barriers and discrimination.  Accommodations will be made for qualified applicants with a disability throughout the recruitment process.  If you receive a request for an interview and you have a disability which will require an accommodation to support your participation, please consult with Human Resources or contact hr@hsb.ca as soon as practical so that suitable accommodations can be arranged.

We thank all candidates for their interest; however, only those selected for an interview will be contacted