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Jobtailor is seeking a detail-oriented quoting process support professional in Winnipeg to assist third-party advisors, directors, and internal consultants through the quoting lifecycle. You will verify quote requests, update workflows, and maintain underwriting-tracking records to ensure accuracy and timeliness.
In this role, you will coordinate with multiple departments, process sold quotes, and provide timely updates to stakeholders.
• Assist Third Party Advisors, Directors of TPA Solutions, and Internal Consultants throughout the quoting process.
• Receive quote requests and verify the accuracy and completeness of conversion quotes.
• Update workflows and maintain records within underwriting tracking systems.
• Follow up with adjacent departments as required to meet timelines and exceed customer expectations.
• Process sold quotes and coordinate activities required for implementation.
• Provide timely updates and support to internal and external stakeholders.
• Ensure service levels and turnaround times are consistently met.
• Support business development activities through accurate and efficient administrative support.
• Maintain accurate and up-to-date client, quote, and sales-related information.
• Ensure the integrity and accuracy of data across applicable systems and records.
• Prepare, organize, and validate information to support reporting and operational activities.
• Generate reports and assist with business tracking and performance monitoring.
• Maintain documentation and records in accordance with established business practices.
• Work closely with Underwriting, Implementation, Sales, Service, and other internal teams to support a seamless customer experience.
• Identify opportunities to improve processes and operational efficiencies.
• Support departmental initiatives and special projects as required.
• Contribute to a positive, collaborative, and customer-focused team culture.
Demonstrates strong organizational, analytical, and administrative skills to support quoting processes and maintain accurate records. Proficient in Microsoft Office applications and committed to delivering high‑quality work while fostering a collaborative team environment.