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.
The Financial Analyst, Marketing & Quotes will:
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
To be successful as a Financial Analyst, Marketing and Quotes you will need:
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
All-star candidates will have:
Bilingual (French/English) would be an asset
What’s in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
A fulfilling opportunity to join a supportive, vibrant, growing company!
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].
