Analyst Brokerage Sales
2 weeks ago
Position Type:
Casual - Occasionnel
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.
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.
The Opportunity
Reporting directly to the Sales Manager, the Financial Analyst, Brokerage Sales will support the brokerage sales representatives in their business development efforts.
Key Responsibilities
- 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)
- Complete Risk Selection Grid
- Track quotes and maintain updates in the Quotation Activity Log
- Provide alternate benefit costings for inforce groups using pricing tools
- Review and prepare benefit proposals to send directly to advisors
- Work with the utilization team to create queries and generate sales reports
- Support the Account Executives through analysis of various internal reports
- Represent the Brokerage Sales team during inter-departmental meetings in order to improve business processes and ensure that Service Level Agreement targets are met
- Back up team members as required
Qualifications
- Education: University or college diploma in business administration, finance or accounting.
- Work Experience: One to three years of relevant experience.
- Computer Skills: Advanced knowledge of Excel and strong knowledge of the Microsoft Office suite of products and advanced ability with databases.
- Language Skills: Bilingualism is required
Core competencies
- Analytical Thinking: High attention to detail, using logic and good judgment in decision making for when different situations and skills may call for different approaches.
- Communication Skills: Possess superior communication skills (oral, written, listening) and delivers information clearly and confidently both with internal and external partners (i.e. brokers).
- Execution and Organizational Skills: 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.
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