Pricing Associate - Calgary, Canada - GroupSource Limited Partnership

GroupSource Limited Partnership

Verified Company

Calgary, Canada

3 hours ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are currently looking for a
Pricing Associate to join our team.

This role has a
remote work arrangement except for 1 day a month where Calgary area team members attend the Calgary office together.

YOUR ROLE

The Pricing Associate is responsible for the administration of preparing quote proposals for prospects and alternatives on in-force groups for the Regional Vice President and Business Development Managers (RVP/BDM).

This position is also responsible for maintaining partner records and creating scheduled or on-demand statistical and summary reporting.

After a period of time in the role, the position is also responsible for the final preparation of sold groups and the administration of preparing the annual renewal packages.

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 ondemand summary and statistical reporting for advisors, clients, carriers and internal stakeholders
Accurately track correspondence and work items in a timely manner
Prepare an accurate sold quote before handoff to the New Business department for setup
Review and prepare required information for the annual client renewals for pricing by the RVP/BDM

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
Selfmotivated and results oriented. Demonstrate good judgement with the ability to accomplish tasks expediently and with mínimal supervision
Microsoft Office with intermediate to advanced Word and Excel

THIS IS NICE

Experience in group benefits or administrative related field is an asset
Completion of postsecondary education in mathematics or statistics is an asset

EMPLOYEE PERKS

Comprehensive benefits package that focuses on your health and wellness
Our companywide vacation policy guarantees a minimum of 3 weeks' vacation
Flex days to help you achieve that worklife balance
Access to GroupSource employee wellness activities
Employer matching RRSP program after one year
For over 35years, GroupSource has provided Canadian organizations with comprehensive, yet affordable employee group benefit plans. As a Third-Party Administrator (TPA), we not only help design an employee benefit plan that fits company's specific needs, we also act as a plan administrator, service department and claims manager for each of our client companies._