Publié il y a 3 mois
Financial Analyst, Marketing & Quotes
@ Group Quest
Burlington, Ontario
En bref
GroupQuest, a division of People Corporation, is hiring a full-time Financial Analyst, Marketing & Quotes. The role provides quoting and marketing support for employee benefit groups up to 50 lives, coordinating with Account Executives and insurance carriers. The base salary is $55,000 to $80,000 annually, with variable compensation possible.
Salaire :
55 000 $–80 000 $ par année
Responsabilités :
- Prepare quotes and proposals for group benefits plans up to 50 lives
- Coordinate with Account Executives and broker communications
- Collect and prepare client information for insurance carrier underwriters
- Follow up with insurance carriers and process sales documents
Résumé des exigences :
- 2+ years of experience in the group benefits industry
- 2+ years in client-focused roles with commitment to service excellence
- Excellent problem-solving, troubleshooting and communication skills
- Ability to multitask and prioritize; French bilingualism an asset
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-08-25
- Première détection par notre source
- 2026-10-08
- Mise à jour du dossier source
- 2026-10-16
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Finance et comptabilité |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Avantages mentionnés | Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Group Quest
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 2 |
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
What's 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 we're 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 [email protected].
The base salary for this position is between $55,000 - $80,000 annually.
This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.
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