Financial Analyst, Marketing & Quotes

People Corporation•Mississauga, ON

61d

About The Position

GroupQuest, a division of People Corporation, is looking for a Financial Analyst, Marketing & Quotes to join our team. One of our highest priorities is providing excellent service and creating long-lasting relationships. We were acquired by People Corporation in 2019 and appreciate the advantages of being part of Canada’s largest provider of employee benefits and employer services. Internally, we offer our employees opportunities for professional development and growth. As a Financial Analyst at Group Quest, you will have the opportunity to work in a dynamic and supportive team atmosphere where you will be motivated to provide quality work and excited to see the results of meeting your targets. As a Financial Analyst you will be focused on new business, client relationship management, and driving growth. GroupQuest is a leading MGA (Managing General Agency) supporting insurance advisors across Canada. We specialize in group benefits and individual insurance solutions, offering access to market-leading products, quoting tools, and back-office support. Our goal is to empower advisors with the tools and partnerships they need to grow and thrive. Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]. We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us. To learn more about our Partner Firms, please click on the link below. https://www.peoplecorporation.com/en-ca/about-us/our-partner-firms Submit your information for future opportunities. Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected]. For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.

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