Financial Analyst, Marketing & Quotes

Group Quest; Mississauga; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading MGA in Canada seeks a Financial Analyst Marketing & Quotes to support client relationship management and drive growth. You will be responsible for providing marketing support for groups, preparing client reports, and coordinating with internal teams. Successful candidates will have at least 2 years of experience in the group benefits industry and strong communication skills. This full-time role offers competitive compensation and various health benefits.

Benefits

Extended health care and dental benefits

Retirement savings plan with contributions

Health & wellness offerings

Mental health programs and support

Assistance for industry designations

Qualifications

• 2 years of experience in the group benefits industry.
• Proven track record in client-focused roles.
• Ability to communicate effectively both in writing and verbally.

Responsibilities

• Provide quote and marketing support for groups up to 50 lives.
• Coordinate with Account Executives and brokers.
• Prepare client-ready reports and proposals.

Skills

Client management

Problem solving

Communication skills

Multi-tasking

Bilingual (French/English)

Tools

Cognos

Microsoft Excel

Hyperion

Microsoft Access

Financial Modeling

Job description

GroupQuest a division of People Corporation is looking for a Financial Analyst Marketing & Quotes to join our team. One of our highest priorities is providing excellent service and creating long-lasting relationships. We were acquired by People Corporation in 2019 and appreciate the advantages of being part of Canadas largest provider of employee benefits and employer services. Internally we offer our employees opportunities for professional development and growth.

As a Financial Analyst at Group Quest you will have the opportunity to work in a dynamic and supportive team atmosphere where you will be motivated to provide quality work and excited to see the results of meeting your targets. As a Financial Analyst you will be focused on new business client relationship management and driving growth.

The Financial Analyst Marketing & Quotes will :

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

To be successful as a Financial Analyst Marketing and Quotes you will need :

2 years of experience in the group benefits industry

2 years working Client focused with commitment for service excellence

Excellent problem solving and troubleshooting skills

Excellent communication skills both written and verbal

Ability to multi-task and prioritize to meet client and internal needs

All-star candidates will have :

Bilingual (French / English) would be an asset

Whats 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

Assistance for the completion of industry designations

Competitive compensation

A fulfilling opportunity to join a supportive vibrant growing company!

GroupQuest is a leading MGA (Managing General Agency) supporting insurance advisors across Canada. We specialize in group benefits and individual insurance solutions offering access to market-leading products quoting tools and back-office support. Our goal is to empower advisors with the tools and partnerships they need to grow and thrive.

Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were 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 .

Required Experience :

Key Skills

Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning

Employment Type : Full-Time

Experience : years

Vacancy : 1