New Business Analyst

Canada Life; Winnipeg; On-site; CAD 53,000 - 81,000; Full time

Job summary

A leading financial services provider is looking for a New Business Analyst in Winnipeg, Manitoba. The ideal candidate enjoys problem-solving, has strong analytical skills, and can work under pressure. Responsibilities include analyzing data, ensuring adherence to guidelines, and supporting the quoting process. Candidates should ideally have post-secondary education and excellent communication skills. The base salary is between $53,500 and $80,200 annually, exclusive of bonuses and other compensation.

Qualifications

• You have post-secondary education or an equivalent combination of education and experience.
• You have a thirst for knowledge and a willingness to work towards a GBA or full CEBS designation.
• Bilingualism is an asset, required for Quebec.

Responsibilities

• Calculate manual rates by manipulating data and setting up classes.
• Ensure adherence to policies, procedures, and underwriting guidelines.
• Perform analysis of information received to complete quotes.

Skills

Analytical skills

Interpersonal skills

Mathematics

Attention to detail

Communication skills

Education

Post-secondary education or equivalent experience

Tools

Excel

Job description

Permanent Full Time

We are looking for a creative and energetic New Business Analyst.

The New Business Analyst role is suited to an inquisitive individual who enjoys continuous learning and applying their knowledge in varied scenarios. You are a keen problem solver. You like to analyze intricate data and make decisions based on your analysis.

In this role you will be exposed to mid-sized New Business groups (usually in the 200 to 1000 life range) from many of the advisors and brokers that Canada Life does business with. You will also be working with many of our Underwriting offices across Canada.

This analyst position can lead to a potential career path as an Underwriting analyst dealing with our existing block of business, or as an Underwriter.

What You Will Do

• Calculate manual rates by manipulating the data and determining the proper set up of classes.
• Ensuring adherence to policies, procedures, and underwriting guidelines.
• Set up folders and files for new quotes and dispatch to the correct region.
• Perform an analysis of information received to complete the quotes.
• Prepare experience analyses on all benefits (Life, Long Term Disability, Short Term Disability, Health, and Dental benefits) based on experience information provided.
• Calculate average billed rates.
• Running Life and Disability reserves
• Review & understanding of results to provide a summary to the Underwriter.
• Provide assistance to the Underwriters through the quoting process.
• Initiate process improvements and work on projects that will streamline our processes or assist with our decisions.

What You Will Bring

• You have post‑secondary education or an equivalent combination of education and experience.
• You are curious and inquisitive. You love math!
• You get energized when you work in partnership with team members, and you do this with your excellent interpersonal skills.
• Your verbal and written communication skills are both effective and efficient.
• You are a driver who can meet tight deadlines, work under pressure and prioritize multiple tasks and shifting priorities.
• Your powerful analytical skills provide good judgement, solutions to problems and great decisions.
• You pay attention to detail and are precise in your calculations.
• You understand what it means to put the customer first. That is, put the customer at the center of what we do.
• You have a thirst for knowledge. Hence, you have a willingness to work towards a GBA or full CEBS designation under the CEBS program.
• As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English‑speaking needs.
• Experience and knowledge of group benefit products is an asset.
• Extensive knowledge of Excel is an asset.
• Knowledge of Group Underwriting and knowledge of benefit pricing would be an asset.

The base salary for this position is between $53,500.00 minimum - $80,200.00 maximum annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e., annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting; closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life—Apply today!

Canada Life values a diverse and inclusive workplace and is committed to providing an accessible environment. All applicants who qualify will be contacted. Please contact [e-mail] if you require a reasonable accommodation during the application process.