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Insurance Analyst

8 months ago

Abbotsford, Canada Quick HR Full time

_**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
- 2-3 years’ experience in similar administrative roles
- Strong attention to detail
- Solid work ethic and a ‘can-do’ 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:

- French not required

Schedule:

- Monday to Friday
- Weekends as needed

Work Location: In person