Pricing Associate (14 Month Contract)

GroupSource LP; Calgary; Hybrid; CAD 45,000 - 50,000; Full time

Job summary

Join a fast-growing company as a Pricing Associate, where your analytical skills and attention to detail will shine. In this role, you will manage prospect quotes, maintain CRM records, and produce vital reports that drive our employee benefits programs. With a flexible work arrangement and a commitment to employee growth, this position offers a competitive salary and a supportive environment. Enjoy generous vacation time and wellness programs designed to enhance your work-life balance while contributing to a collaborative team atmosphere. If you're self-motivated and thrive under pressure, this is the opportunity for you!

Benefits

3 weeks' vacation

Flexible work arrangement

Wellness programs

Employee education program

Competitive compensation and benefits

Qualifications

• High level of accuracy and attention to detail is essential.
• Experience in group benefits or administrative related field is an asset.

Responsibilities

• Prepare quotes and maintain partner records in CRM.
• Create scheduled and on-demand reporting for stakeholders.

Skills

Analytical Skills

Attention to Detail

Communication Skills

Time Management

Education

Post-secondary education in Mathematics

Post-secondary education in Statistics

Tools

CRM Software

Job description

The GroupSource team have been helping organizations like yours since 1982. We specialize exclusively in employee benefits and over 2000 organizations agree we’re good at it.

GroupSource puts customer relationships before everything. This means being honest and using our expertise to help you build and run a sustainable employee benefits program. We customize programs to work for your business, and we work right beside you to implement the program. Like our customers, we focus on getting the best quality benefits, to deliver the best overall value.

YOUR ROLE

We are currently looking for aPricing Associate (14 Month Contract) to join our team. This role has a flexible work arrangement. We require 1 day a month where the Calgary area team members attend the Calgary office together. The Pricing Associate is responsible for e fficient and accurate administration of prospect quotes, alternative quotes, maintaining advisor records and creation of scheduled or on-demand statistical and summary reporting.

WHAT TO EXPECT

In the first 90 days you will:

• Prepare quote intake and produce a new prospect quotes to proposal with peer review
• Maintain partner records in CRM
• Prepare on-demand and scheduled reporting
• Manage the Pricing general email box and CRM dashboard
• Suggest ways to improve and simplify the processes

YOUR IMPACT

• Review for required information and identify inconsistencies or inaccuracies in client census, plan design, rate history and experience in order to produce quotes
• Create prospect and alternative quotes by entering into applicable software or underwriting arrangements for pricing by the RVP/BDM’s while accurately adhering to all carrier underwriting guidelines
• Maintain partner records on the CRM system
• Create scheduled and on-demand summary and statistical reporting for advisors, clients, carriers and internal stakeholders
• Manage the pricing general email and maintain the shared CRM dashboard
• Accurately track correspondence and work items in a timely manner
• Prepare an accurate sold quote before hand-off to the New Business department for setup

THIS IS YOU

• Exceptionally high level of accuracy and attention to detail
• Above average analytical skills
• Strong oral, listening and written communication skills
• Must be able to manage multiple priorities in an environment of continuous change
• Ability to work well under pressure, meet tight deadlines while adhering to departmental standards
• Ability to work within a setting that is collaborative amongst the team members to meet our daily deadlines ie: what you start you may not be the one to finish
• Self-motivated and results oriented. Demonstrate good judgement with the ability to accomplish tasks expediently and with minimal supervision

THIS IS NICE

• Experience in group benefits or administrative related field is an asset
• Completion of post-secondary education in mathematics or statistics is an asset

WHAT YOU'LL GET

• Comfortable and competitive compensation and benefits.
• Enjoy a minimum of 3 weeks' vacation with our company-wide policy.
• Benefit from flex days to maintain a healthy work-life balance.
• Engage in wellness programs to support your well-being.
• Grow your skills and knowledge through our employee education program.

YOUR COMPENSATION

At the time of this posting, the estimated annual base salary for this position is $45,000-50,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only and does not encompass our comprehensive total rewards, benefits, and potential bonuses that we proudly offer.

WHY YOU WILL LOVE WORKING FOR GroupSource

We are a fast-growing company and as a result, there are ample opportunities for career growth and professional development when you join our team. From a transparent promotion structure and defined career paths to a wide range of learning and development opportunities, we do what it takes to invest in your career and help you hone your skills so you can grow alongside us!

We offer a comprehensive array of health and wellness benefits that provide choices so you can tune your benefits plan to fit your unique needs.