Insurance Analyst - Abbotsford, Canada - Quick HR

Quick HR

Verified Company

Abbotsford, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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We are seeking a motivated Analyst to join our team.
As an Analyst, you will play a crucial role in analyzing market trends, communicating with customers, and supporting sales efforts.
If you have a passion for sales, excellent analytical skills, we want to hear from you_

Job Duties

Actively support all admin functions on client accounts, as required
Support with the organization of client meetings, events, and presentations
Maintain accurate renewal calendars while communicating renewal timelines to Service Managers and Consultants
Prepare client documents, including renewals, proposals, claims history and correspondence
Prepare spreadsheets and requests for proposal to insurers (client marketing exercises)
Summarize all insurer proposals for Advisor and clients, using our qualitative and quantitative analysis templates
Prepare sales presentations for Service Reps and Consultants
Prepare and submit expense reports for Advisors
Work with insurer websites to obtain client data for reports and presentations
Support with claims handling and plan member setup
Managing proper electronic filing of all client documentation (contracts, booklets, billings, renewals, etc.)

Experience

Diploma in Business Administrative program or an equivalent combination of experience and education
23 years' experience in similar administrative roles
Strong attention to detail
Solid work ethic and a 'cando' attitude
Intermediate to advanced proficiency in Microsoft Office Suite, most importantly Excel
Proven ability to work in a team environment as well as independently
Exceptional organizational and time management skills
Excellent communication both written and orally
Asset experience that will make you stand out:
Life License Qualification Program (LLQP) and current Life License (Insurance Council of BC) is not required but would be an asset.

Pay:
$60,000.00-$67,000.00 per year

Flexible Language Requirement: