The M&A Business Operations Analyst will work collaboratively with our M&A integration stakeholders to evaluate acquisition operations and technology integration processes, identify risks, and escalate issues as they relate to HUB Operations and Technology standards. The role reports to the M&A Senior Business Operations Analyst and functions as a member of the M&A Integration team. This role will be responsible for developing an understanding of acquired businesses’ operations in order to ensure successful integrations.
Key Responsibilities:
Due Diligence Risk Assessment
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Understand as much as possible about acquired businesses’ day-to-day operations, workflows, organization structure, RACI, and use of technology during the due diligence process
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Perform business process integration risk assessments, evaluating the probability and impacts of risk to acquisition value resulting from integration into Hub
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Contribute input into the financial estimate for each acquisition, identifying potential hidden sources of transition or run cost
Integration Business Requirements Gathering
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Participate in discovery sessions and walkthroughs with business analysts, regional leaders, and seller subject matter experts in order to map out processes and integration friction points
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Identify all acquisition key business processes and technology components used to enable
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Understand the utility of legacy systems, applications, and technical platforms and how they will change or interact with HUB’s systems
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Define critical relationships between people, processes, and technology
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Perform current state / future state gap analysis to identify potential risks or issues that will need addressed during the integration process
Integration Program Business SME
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Perform change management assessments, integration scheduling, application data mapping, skills gap identification, role gaps, training needs, and capacity constraints
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Participate in the creation of communications and training plans, providing key input into deliverables
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Identify opportunities for improvement coming out of the CSAT surveys, post-integration
Team Leadership and Management
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Demonstrate Operations and Technology Leadership Behaviors (one team, build trust, customer driven, future focused, innovate daily, and be curious) in all actions and ways of working, and coach their organization on the behaviors
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Fulfill additional duties as required
Key Success Measurements:
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Maintaining CSAT of 4.0 out of 5.0 or better for all integration events
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Creating comprehensive process maps to establish a better understanding of the business in order for technology delivery to be completed on time with minimal rework
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Providing detailed risk assessments and gap analyses in timely fashion to enable Program Directors to deliver per Operating Agreements with stakeholders
Qualifications:
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Minimum 5-7 years' insurance agency experience, with multi-lines experience preferred (P&C, US EB, Canadian EB, Specialty Retail, 401k Pension Benefits, and/or MGA / MGU / Wholesale)
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3 years as a business analyst in technology delivery projects
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Experience with M&A transition and technology transformation projects
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Experience with technology infrastructure implementations, application data conversions, and software lifecycle
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Familiarity with technology topics, vernacular, and processes
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Change management experience within the context of M&A integration
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Proficient with the Microsoft Office 365 Suite, including Excel (Advanced), PowerPoint, SharePoint and Outlook
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Hands-on knowledge of enterprise and desktop applications (e.g. Applied Epic, Insurance Rating Applications, Applied CSR-24)
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Licensed Property & Casualty Resident Insurance and insurance brokerage operations knowledge
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Excellent communication skills (both written and verbal) and strong customer-facing skills
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Bilingual in English and French or Spanish preferred
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Authorized to work in the United States, Canada and Puerto Rico
Join a Winning Team at HUB International
When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 12,000 professionals in 450 offices across North America. You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!
#LI-BN
Department Business Operations
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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