Analyste – Assurance collective
Core
Process group insurance submissions, validate client data, coordinate with carriers, and perform financial simulations to assess plan changes.
Role type
Group insurance analyst (claims & submission processing)
Builds
Group insurance policies and financial impact assessments for corporate clients
Domain
Financial services / Group insurance
Deliverable
client delivery
Required skills
Group insurance submission processing, data validation, carrier coordination, financial simulation, MS Office (Excel, Word), French (fluent)
Preferred skills
Group insurance advisor license, pension plan license, English proficiency, knowledge of brokerage industry
Technologies
MS Office suite
Responsibilities
Supervise submission files from opening to finalization, prepare and complete submission requests, follow up with advisors and clients for information, validate received data and chase missing documents, verify internal system data accuracy, transmit requests to insurers, answer insurer inquiries, track insurer responses, evaluate submissions and insurer recommendations with advisors, perform financial simulations for plan modifications, communicate preliminary tables to advisors, verify final project accuracy, compile submission booklets, present projects and provide recommendations to advisors
Seniority
Junior to Mid-level, hands-on IC