Pricing Associate (12-Month Contract)

GroupSource LP•Calgary, AB

2d•CA$45,000 - CA$50,000•Hybrid

About The Position

The Pricing Associate is responsible for the efficient and accurate administration of prospect quotes and alternative quotes, maintaining advisor records, and creating scheduled or on-demand statistical and summary reporting. This role plays a key part in ensuring our pricing processes run smoothly and that our advisors, clients, and carriers receive accurate, timely information. This is a 12-month contract role, with a hybrid work arrangement requiring one day per month in our Calgary office with the local team, and the remainder from home.

Requirements

Exceptionally high level of accuracy and attention to detail
Above average analytical skills
Strong oral, listening, and written communication skills
Ability to manage multiple priorities in an environment of continuous change
Ability to work well under pressure and meet tight deadlines while adhering to departmental standards
Comfortable working in a collaborative team environment where tasks may be shared or handed off to meet daily deadlines
Self-motivated and results-oriented, with the ability to accomplish tasks expediently and with minimal supervision
An Accuracy & Timeliness Professional – Completes items promptly while diligently managing outstanding work, with a commitment to minimizing errors and upholding data integrity through consistent review and verification.
A Judgement & Reasoning Professional – Assesses information and applies experience and training to interpret and enhance it, aligning with systems and processes to deliver accurate results and a positive client experience.
A Skill Agility Professional – Thoughtfully prioritizes and selects daily tasks to maintain proficiency across all role functions, including quotes, reporting, and advisor record maintenance, while consistently adhering to the established priority schedule.
A Team Player – Works with others to achieve individual, team, department, and organizational goals. Values diverse perspectives and is committed to the team's success through a focus on shared objectives.

Nice To Haves

Experience in group benefits or an administrative-related field is an asset
Completion of post-secondary education in mathematics or statistics is an asset

Responsibilities

Review incoming information for completeness and identify inconsistencies or inaccuracies in client census, plan design, rate history, and experience in order to produce quotes
Create prospect and alternative quotes by entering data into applicable software or underwriting arrangements for pricing by the RVP/BDM's, accurately adhering to all carrier underwriting guidelines
Maintain partner records on the CRM system
Create scheduled and on-demand summary and statistical reporting for advisors, clients, carriers, and internal stakeholders
Manage the pricing general email inbox and maintain the shared CRM dashboard
Accurately track correspondence and work items in a timely manner
Prepare an accurate sold quote before hand-off to the New Business department for setup
Suggest ways to improve and simplify existing processes

Benefits

Flexible work options designed to support your life, not just your job.
Comprehensive group benefits, retirement savings plans, and health and fitness programs designed to support your overall wellness and lifestyle.
Join a team where collaboration, inclusivity, and authentic relationships fuel our shared success every day.
Whether you're building new skills or stepping into leadership, you'll find clear paths, personalized development, and leadership that champions your ambitions.
Your work directly contributes to creating tailored solutions that empower Canadian organizations and improve the lives of their employees.
Enjoy programs that recognize your hard work and support your wellness because thriving at work starts with feeling supported as a whole.

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