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Pricing Associate

5 months ago

Calgary, Canada GroupSource Limited Partnership Full time

We are currently looking for a **Pricing Associate **to join our team. This role has a **remote work arrangement** except for 1 day a month where Calgary area team members attend the Calgary office together.

**YOUR ROLE**

The Pricing Associate is responsible for the administration of preparing quote proposals for prospects and alternatives on in-force groups for the Regional Vice President and Business Development Managers (RVP/BDM). This position is also responsible for maintaining partner records and creating scheduled or on-demand statistical and summary reporting. After a period of time in the role, the position is also responsible for the final preparation of sold groups and the administration of preparing the annual renewal packages.

**YOUR IMPACT**
- Review for required information and identify inconsistencies or inaccuracies in client census, plan design, rate history and experience in order to produce quotes
- Create prospect and alternative quotes by entering into applicable software or underwriting arrangements for pricing by the RVP/BDM’s while accurately adhering to all carrier underwriting guidelines
- Maintain partner records on the CRM system
- Create scheduled and on-demand summary and statistical reporting for advisors, clients, carriers and internal stakeholders
- Accurately track correspondence and work items in a timely manner
- Prepare an accurate sold quote before hand-off to the New Business department for setup
- Review and prepare required information for the annual client renewals for pricing by the RVP/BDM

**THIS IS YOU**
- Exceptionally high level of accuracy and attention to detail
- Above average analytical skills
- Strong oral, listening and written communication skills
- Must be able to manage multiple priorities in an environment of continuous change
- Ability to work well under pressure, meet tight deadlines while adhering to departmental standards
- Ability to work within a setting that is collaborative amongst the team members to meet our daily deadlines ie: what you start you may not be the one to finish
- Self-motivated and results oriented. Demonstrate good judgement with the ability to accomplish tasks expediently and with mínimal supervision
- Microsoft Office with intermediate to advanced Word and Excel

**THIS IS NICE**
- Experience in group benefits or administrative related field is an asset
- Completion of post-secondary education in mathematics or statistics is an asset

**EMPLOYEE PERKS**
- Comprehensive benefits package that focuses on your health and wellness
- Our company-wide vacation policy guarantees a minimum of 3 weeks’ vacation
- Flex days to help you achieve that work-life balance
- Access to GroupSource employee wellness activities
- Employer matching RRSP program after one year
- For over 35-years, GroupSource has provided Canadian organizations with comprehensive, yet affordable employee group benefit plans. As a Third-Party Administrator (TPA), we not only help design an employee benefit plan that fits company's specific needs, we also act as a plan administrator, service department and claims manager for each of our client companies._