Quoting Specialist
Top Benefits
About the role
We are hiring a Quoting Specialist to join our Benefits by Design team!
The Quoting Specialist Will Support the Achievement of Client Success Outcomes
- Ability to analyze and think outside the box to solve problems, making exceptions using standard guide
- Anticipate, recommend and persuade competitive solutions based on full needs of clients
- Accountable for prompt response (2-5 business days)
- Accountable for accurate documentation
- Strive for continuous improvement of all processes
- Record thorough notes/special instructions in Summit during the quoting process
- Adapt to changing needs of Partnership Development and advisors
- Learn and understand BBD and partner products, upselling when appropriate
- Use BBD and partner technology to support sales
Build and Sustain Relationships
- Work with Directors, Partner Solutions TPA+ as part of the sales team
- Build and maintain internal and external relationships, including Advisor relationships
- Work collaboratively with all BBD departments
- Maintain and encourage open lines of communication with both sales team and advisors
Passion for Customer Service
- Provide friendly, professional approach in all forms of communication
- Manage confidential information
- Demonstrate commitment to BBD's values by consistently exceeding client expectations
- Strive to meet or exceed new business goals
- Demonstrate patience; manage difficult clients tactfully, courteously, and professionally
To be successful as a Quoting Specialist with BBD, you will need:
- 1 to 2 years of related work experience (industry/professional office setting) in a sales-related function, an asset
- Diploma in Business, or prior education including post-secondary courses in math Fundamentals in Group Benefits certificate
- Good knowledge of insurance industry, insurance products (BBD & Carrier), business rules and applicable provincial and federal legislation requirements
- Good communication skills (written, verbal, listening)
- Ability to navigate new technologies
- Good teamwork and collaboration abilities
- Good multi-tasking and prioritization skills
- Good conflict resolution skills
- Good problem solving and analytical skills
- Very good attention to detail
- Computer proficiency, including MS Office: Word, Excel, and databases
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
- Flexible vacation and Personal Time Off
- Assistance for the completion of industry recognized designations
Benefits by Design (BBD) is a division of People Corporation and we help working Canadians promote and protect their health, wealth and happiness by delivering benefits by design. We work with small to medium-sized employers across Canada, administering their group employee benefit programs. Our New Business department is looking for people with the same passion that we have for helping working Canadians. At BBD our strength comes from combining the diversity and dedication of our employees, helping each other grow and providing the best customer service.
What we believe in? Together, adapt and grow are the fundamental values we consider in everything we do. We believe that growth is something that is not possible, unless you relentlessly adapt to changing market which includes innovating with technology and attracting and keeping talented people. This role provides value add through daily customer service leveraging technology, communication skills, and responsiveness in order to manage a block of clients. Learn more about us here!
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
The base salary range for this position is $50,000 – $55,000 per annum. Details of the total compensation package will be shared during the interview process.
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.
Quoting Specialist
Top Benefits
About the role
We are hiring a Quoting Specialist to join our Benefits by Design team!
The Quoting Specialist Will Support the Achievement of Client Success Outcomes
- Ability to analyze and think outside the box to solve problems, making exceptions using standard guide
- Anticipate, recommend and persuade competitive solutions based on full needs of clients
- Accountable for prompt response (2-5 business days)
- Accountable for accurate documentation
- Strive for continuous improvement of all processes
- Record thorough notes/special instructions in Summit during the quoting process
- Adapt to changing needs of Partnership Development and advisors
- Learn and understand BBD and partner products, upselling when appropriate
- Use BBD and partner technology to support sales
Build and Sustain Relationships
- Work with Directors, Partner Solutions TPA+ as part of the sales team
- Build and maintain internal and external relationships, including Advisor relationships
- Work collaboratively with all BBD departments
- Maintain and encourage open lines of communication with both sales team and advisors
Passion for Customer Service
- Provide friendly, professional approach in all forms of communication
- Manage confidential information
- Demonstrate commitment to BBD's values by consistently exceeding client expectations
- Strive to meet or exceed new business goals
- Demonstrate patience; manage difficult clients tactfully, courteously, and professionally
To be successful as a Quoting Specialist with BBD, you will need:
- 1 to 2 years of related work experience (industry/professional office setting) in a sales-related function, an asset
- Diploma in Business, or prior education including post-secondary courses in math Fundamentals in Group Benefits certificate
- Good knowledge of insurance industry, insurance products (BBD & Carrier), business rules and applicable provincial and federal legislation requirements
- Good communication skills (written, verbal, listening)
- Ability to navigate new technologies
- Good teamwork and collaboration abilities
- Good multi-tasking and prioritization skills
- Good conflict resolution skills
- Good problem solving and analytical skills
- Very good attention to detail
- Computer proficiency, including MS Office: Word, Excel, and databases
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
- Flexible vacation and Personal Time Off
- Assistance for the completion of industry recognized designations
Benefits by Design (BBD) is a division of People Corporation and we help working Canadians promote and protect their health, wealth and happiness by delivering benefits by design. We work with small to medium-sized employers across Canada, administering their group employee benefit programs. Our New Business department is looking for people with the same passion that we have for helping working Canadians. At BBD our strength comes from combining the diversity and dedication of our employees, helping each other grow and providing the best customer service.
What we believe in? Together, adapt and grow are the fundamental values we consider in everything we do. We believe that growth is something that is not possible, unless you relentlessly adapt to changing market which includes innovating with technology and attracting and keeping talented people. This role provides value add through daily customer service leveraging technology, communication skills, and responsiveness in order to manage a block of clients. Learn more about us here!
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
The base salary range for this position is $50,000 – $55,000 per annum. Details of the total compensation package will be shared during the interview process.
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.