Financial Analyst, Marketing & Quotes
Core
Provide quote/marketing support for groups up to 50 lives, coordinate with Account Executives, and prepare client-ready reports and proposals for employee benefits plans.
Role type
Financial Analyst (Marketing & Quotes)
Builds
Proposals and alternatives to traditional and non-traditional employee benefits plans
Domain
Insurance / Group Benefits
Required skills
Group benefits industry experience, Client relationship management, Problem solving, Multi-tasking
Preferred skills
Bilingual (French/English)
Responsibilities
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