Benefits Analyst - Winnipeg, Canada - GroupStrength Benefits Direct

GroupStrength Benefits Direct

Verified Company

Winnipeg, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

GroupStrength Benefits Direct, a valued partner of GroupHEALTH, is currently looking for an
Analyst to join their team in
Winnipeg, MB. Our Analyst Team supports the Sales Representatives by reviewing, analyzing and underwriting new business prospects, including assistance with sales strategies and new group implementation.

Outcomes

Take the lead on account analysis and file review
Communicate with Sales Reps and Management regarding prospect files
Reduce overall "file analysis" time so that deals can be pitched sooner
Increase accuracy of info submitted in Underwriting process
Create Client Facing Materials

In addition to joining a passionate and high energy team that is focused on shaking up an old and traditional industry, your
Key Responsibilities will include:

Check for completeness of prospect info received, identify what is missing and communicating with Sales Reps.
Organize data in online filing system and CRM system
Conduct financial analysis of each account
Prepare new business quotes and cost analysis/summaries
Prepare client facing documents (Plan Comp. / Rate Comp. / Proposal doc)
Develop closing strategies to be shared with Sales Rep
Keep CRM up to date with new information as discovered

Education & Experience