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Proposal Strategist

3 months ago

Quebec Quebec GA, Québec City, Canada iA Financial Group Full time
  • Other Possible Location(s): Toronto, Ontario; Montreal, Quebec
  • Job category: Customer Service and Administrative Support

Are you experienced and knowledgeable in group insurance?

Has your aptitude for teamwork made you a pillar and key resource person for your colleagues?

We are looking for a Service Offer Strategist with extensive experience in group insurance to round out our dynamic and close-knit team. The successful candidate will act as a consultant for group insurance service offers. Among other things, they will work actively to guarantee the quality and competitiveness of our offers.

Your responsibilities

  • Work on group insurance proposals assigned to you, following the processes in place:
    • Analyze and interpret the requests and requirements of the proposal
    • Participate in the launch meeting
    • Develop a personalized response strategy
    • In collaboration with various stakeholders, ensure the proper management of proposals, while respecting deadlines
    • Draft concise, high-quality documents
    • Follow the approval and review processes
  • Ensure that proposals highlight iA Financial Group’s distinctive services and are competitive and accurate
  • Work closely with internal stakeholders throughout the service offer process
  • When required, ensure quality control of your peers’ group insurance service offers (audit)
  • When required, participate in feedback meetings for all proposals, whether won or lost
  • Comply with iA Financial Group’s editorial and visual identity standards

Your profile

  • 5 to 8 years of group insurance experience
  • Excellent writing skills in French and English and ability to write compelling service offers
  • Ability to influence others plus excellent communication, leadership and negotiation skills to facilitate meetings with key stakeholders
  • Experience preparing service offers and knowledge of the proposal process
  • Ability to prioritize, multi-task and perform under pressure
  • Strong team spirit to help meet team-wide service offer challenges
  • Ability to communicate the status of service offers to key stakeholders
  • Willingness to work outside normal working hours at times to ensure deadlines are met for major or large-scale service offers
  • Excellent command (advanced) of MS Excel (complex spreadsheets), MS Word and Adobe Acrobat (PDF)

We offer

  • An inviting workplace and flexible hours
  • A complete package of employee benefits
  • Career advancement within a growing company

Our employees are our best investment and we have much to offer them.

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