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analyst, investments
Title posted on Jobillico - Analyst Brokerage Sales
Posted on December 19, 2024 by Employer details Medavie
Job details
<p><b>Position Type:</b></p>Casual - Occasionnel<p></p><p></p><p>If you?re looking for a fulfilling career that can make a real difference in your life, and the lives of others, you?ve come to the right place.</p><p></p><p>As a national health solutions partner, we put people first in everything we do - and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and career expertise to Medavie. By collaborating and innovating together, our employees are creating industry-leading solutions in insurance, primary care and emergency medical services that impact millions of lives in Canada each year.</p><p></p><p>Our mission is to improve the wellbeing of Canadians so that every life can be lived to the fullest - and it?s reflected in our award-winning culture. We celebrate individuality and value the diverse perspectives and skills our employees contribute. We go beyond providing competitive pay and comprehensive benefits to offer opportunities for personal and professional growth, flexible work options, meaningful experiences, and supportive leadership. Medavie is where employees can be their best selves, feel they belong, and achieve their full potential. Be part of it by applying for a position with us today.</p><p></p><p></p><p><b>The Opportunity</b></p><p></p><p>Reporting directly to the Sales Manager, the Financial Analyst, Brokerage Sales will support the brokerage sales representatives in their business development efforts.</p><p></p><p><b>Key Responsibilities</b></p><ul><li>Analyze requests for quotes and make decisions based on the level of risk: decline, approve or transfer the decision to pricing team (based on pre-established criterion)</li><li>Complete Risk Selection Grid </li><li>Track quotes and maintain updates in the Quotation Activity Log</li><li>Provide alternate benefit costings for inforce groups using pricing tools</li><li>Review and prepare benefit proposals to send directly to advisors</li><li>Work with the utilization team to create queries and generate sales reports</li><li>Support the Account Executives through analysis of various internal reports</li><li>Represent the Brokerage Sales team during inter-departmental meetings in order to improve business processes and ensure that Service Level Agreement targets are met</li><li>Back up team members as required</li></ul><p></p><p><b>Qualifications</b></p><ul><li>Education: University or college diploma in business administration, finance or accounting. </li><li>Work Experience: One to three years of relevant experience.</li><li>Computer Skills: Advanced knowledge of Excel and strong knowledge of the Microsoft Office suite of products and advanced ability with databases. </li><li>Language Skills: Bilingualism is required</li></ul><p></p><p><b>Core competencies</b></p><ul><li><b>Analytical Thinking:</b> High attention to detail, using logic and good judgment in decision making for when different situations and skills may call for different approaches. </li><li><b>Communication Skills: </b>Possess superior communication skills (oral, written, listening) and delivers information clearly and confidently both with internal and external partners (i.e. brokers).</li><li><b>Execution and Organizational Skills: </b>Prioritizes and effectively copes with change. Ability to organize work and information in a well thought out manner to deliver on specific tasks and reporting deadlines. <br> </li></ul><p></p><p>We believe our employees should reflect the communities we serve and welcome applications from candidates of all backgrounds. To provide the best experience possible, we will support you with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team of your needs. We are committed to making sure <span>recruitment, retention, advancement, and compensation are fair and accessible while following all relevant human rights and privacy laws<i>. </i></span>We appreciate e- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #15012608
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