Financial Analyst, Marketing & Quotes

People Corporation•Burlington, ON

6d•CA$55,000 - CA$80,000

About The Position

GroupQuest, a division of People Corporation, is seeking a Financial Analyst, Marketing & Quotes to join their team. This role focuses on new business, client relationship management, and driving growth within a dynamic and supportive team atmosphere. The company emphasizes excellent service and long-lasting relationships, and as part of People Corporation, it benefits from being Canada’s largest provider of employee benefits and employer services. Internally, employees are offered opportunities for professional development and growth.

Requirements

2+ years of experience in the group benefits industry
2+ years working Client focused with commitment for service excellence
Excellent problem solving and troubleshooting skills
Excellent communication skills, both written and verbal
Ability to multi-task and prioritize to meet client and internal needs

Nice To Haves

Bilingual (French/English) would be an asset

Responsibilities

Provide quote/marketing support for groups up to 50 lives.
Coordinate with Account Executives for direction and broker communications.
Collect, organize, and prepare client information for presentation to insurance carrier Underwriters.
Prepare client ready reports and documents.
Prepare proposals and alternatives to traditional and non-traditional employee benefits plans.
Follow up with insurance carriers to ensure groups are being quoted properly and in a timely manner.
Process sale documents for submission to insurance carriers.
Ensure database is promptly and accurately updated.