Financial Analyst, Marketing & Quotes
Top Benefits
About the role
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.
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 careers@peoplecorporation.com.
About People Corporation
At People Corporation®, we are making a difference in the lives of more than one million Canadian employees and their families by providing employee group benefits, group retirement, wellness, and human resource solutions.
People Corporation is dedicated to helping businesses succeed. With offices and partner firms across the country, we offer expertise in your local market, while being supported by the resources of one of Canada’s fastest growing companies.
We specialize in:
Group Benefits Consulting and Advisory Services Third Party Administration Customized Billing and Reporting Sustainable Solutions Cost Containment Benchmarking Multiple Funding Arrangements Integrating Several Carrier Solutions into a Single Solution Preferred Supplier and Pharmacy Networks Disability Management Health Spending Accounts Wellness Solutions Value-Added Programs Best-in-Class Service Support backed by our Concierge Service Program
Our diverse team of experts provide industry-specific insight, and offer customized solutions designed to fit the unique needs of your business and your most valuable asset – your people. Visit peoplecorporation.com to experience the benefits of people.
Financial Analyst, Marketing & Quotes
Top Benefits
About the role
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.
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 careers@peoplecorporation.com.
About People Corporation
At People Corporation®, we are making a difference in the lives of more than one million Canadian employees and their families by providing employee group benefits, group retirement, wellness, and human resource solutions.
People Corporation is dedicated to helping businesses succeed. With offices and partner firms across the country, we offer expertise in your local market, while being supported by the resources of one of Canada’s fastest growing companies.
We specialize in:
Group Benefits Consulting and Advisory Services Third Party Administration Customized Billing and Reporting Sustainable Solutions Cost Containment Benchmarking Multiple Funding Arrangements Integrating Several Carrier Solutions into a Single Solution Preferred Supplier and Pharmacy Networks Disability Management Health Spending Accounts Wellness Solutions Value-Added Programs Best-in-Class Service Support backed by our Concierge Service Program
Our diverse team of experts provide industry-specific insight, and offer customized solutions designed to fit the unique needs of your business and your most valuable asset – your people. Visit peoplecorporation.com to experience the benefits of people.