Pricing Associate (14 Month Contract)

Natural Factors; Calgary; Hybrid; CAD 45,000 - 50,000; Full time

Job summary

Join a dynamic team as a Pricing Associate in a fast-growing company specializing in employee benefits. This role offers a unique opportunity to engage with clients and partners while ensuring accurate and efficient quote administration. You will be responsible for creating prospect quotes, maintaining records, and generating insightful reports. With a flexible work arrangement and a focus on professional development, this position is perfect for someone who thrives in a collaborative environment and is eager to contribute to a meaningful cause. Enjoy competitive compensation, generous vacation time, and a supportive workplace culture that values your growth.

Benefits

3 weeks' vacation

Flex days

Wellness programs

Employee education program

Qualifications

• High level of accuracy and attention to detail.
• Strong oral, listening, and written communication skills.

Responsibilities

• Prepare and produce prospect quotes with peer review.
• Maintain partner records in CRM and prepare reporting.
• Manage pricing general email and CRM dashboard.

Skills

Analytical Skills

Attention to Detail

Communication Skills

Education

Post-secondary education in Mathematics or Statistics

Tools

CRM Software

Job description

WHO ARE WE?

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 a Pricing 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 efficient 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.