Financial Analyst, Marketing & Quotes
Core
Provide quote/marketing support for groups up to 50 lives, prepare proposals for employee benefits plans, and coordinate with account executives and insurance carriers.
Role type
Financial Analyst (Marketing & Quotes)
Builds
Employee benefits plans and insurance quotes
Domain
Insurance / Group Benefits
Deliverable
client delivery
Required skills
group benefits industry knowledge, client relationship management, proposal preparation, insurance carrier coordination, data management, multitasking
Preferred skills
bilingual (French/English)
Technologies
quoting tools, database systems
Responsibilities
Provide quote/marketing support for groups up to 50 lives, coordinate with Account Executives for direction and broker communications, collect and organize client information for underwriters, prepare client-ready reports and documents, prepare proposals for employee benefits plans, follow up with insurance carriers to ensure proper and timely quoting, process sale documents for submission, update database accurately
Seniority
Mid-level, client-facing IC