Project Coordinator driving project delivery, automation, reporting, and process improvement for HUB International’s Canadian employee benefits operations. Supporting regional teams, vendors, retirement services, and EPIC data initiatives.
Responsibilities
Lead and support projects, ensuring delivery of project objectives within scope, budget, and timeline
Develop and document project plans and schedules
Collaborate with regional resources to achieve project goals
Communicate project status, milestones, and risks to stakeholders
Escalate issues as needed to ensure timely resolution
Monitor project performance and progress against plans and adjust as necessary
Lead meetings and conduct post-project reviews
Develop and deliver change management strategies
Provide guidance and support to project teams and stakeholders
Use Excel and Power BI to develop reports, insights, and data visualizations
Handle follow-ups and resolve root-cause roadblocks
Communicate with leadership and regional audiences
Coordinate with regional teams on process improvements
Work with regional EB teams and other business units to achieve objectives
Support Group Retirement Services operations, including the annual GRS Choices project and stewardship reports
Support vendor management, including tracking deliverables and service levels and coordinating external vendor and carrier relationships
Support EPIC clean-up initiatives, including data standardization, validation, and remediation
Perform other duties as assigned
Requirements
Experience in project management, ideally in insurance, financial, or employee benefits business
Background in Employee Benefits and/or Group Retirement is a key asset
Proficient in MS Office
Willingness to learn and interact with MS PowerBI and other AI tools
Good working knowledge of CRM systems, ideally Dynamics or Applied Net Systems (EPIC)
Previous experience in an operation or administration role
Proven ability to effectively manage multiple endeavors in a fast paced and agile work environment
Highly developed organizational and time management skills
Ability to prioritize tasks and meet deadlines
Excellent written, verbal, and interpersonal communication skills
Experience delivering presentations both in-person and virtually
Self-motivated and driven, with initiative and ability to work independently
Excellent attention to detail and accuracy in work
Strong analytical skills
Previous experience in a leadership position is considered an asset
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