Quoting Specialist

1 day ago


Burnaby, Canada People Corporation Full time

We are hiring a Quoting Specialist to join our Benefits by Design team
**The Quoting Specialist will**:
Support the Achievement of Client Success Outcomes
- Ability to analyze and think outside the box to solve problems, making exceptions using standard guide
- Anticipate, recommend and persuade competitive solutions based on full needs of clients
- Accountable for prompt response (2-5 business days)
- Accountable for accurate documentation
- Strive for continuous improvement of all processes
- Record thorough notes/special instructions in Summit during the quoting process
- Adapt to changing needs of Partnership Development and advisors
- Learn and understand BBD and partner products, upselling when appropriate
- Use BBD and partner technology to support sales

Build and Sustain Relationships
- Work with Directors, Partner Solutions TPA+ as part of the sales team
- Build and maintain internal and external relationships, including Advisor relationships
- Work collaboratively with all BBD departments
- Maintain and encourage open lines of communication with both sales team and advisors

Passion for Customer Service
- Provide friendly, professional approach in all forms of communication
- Manage confidential information
- Demonstrate commitment to BBD’s values by consistently exceeding client expectations
- Strive to meet or exceed new business goals
- Demonstrate patience; manage difficult clients tactfully, courteously, and professionally

**To be successful as a Quoting Specialist with BBD,** you will need**:

- 1 to 2 years of related work experience (industry/professional office setting) in a sales-related function, an asset
- Diploma in Business, or prior education including post-secondary courses in math Fundamentals in Group Benefits certificate
- Good knowledge of insurance industry, insurance products (BBD & Carrier), business rules and applicable provincial and federal legislation requirements
- Good communication skills (written, verbal, listening)
- Ability to navigate new technologies
- Good teamwork and collaboration abilities
- Good multi-tasking and prioritization skills
- Good conflict resolution skills
- Good problem solving and analytical skills
- Very good attention to detail
- Computer proficiency, including MS Office: Word, Excel, and databases

**What’s in it for you?**:

- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Flexible vacation and Personal Time Off
- Assistance for the completion of industry recognized designations

Benefits by Design (BBD) is a division of People Corporation and we help working Canadians promote and protect their health, wealth and happiness by delivering benefits by design. We work with small to medium-sized employers across Canada, administering their group employee benefit programs. Our New Business department is looking for people with the same passion that we have for helping working Canadians. At BBD our strength comes from combining the diversity and dedication of our employees, helping each other grow and providing the best customer service.

What we believe in? Together, adapt and grow are the fundamental values we consider in everything we do. We believe that growth is something that is not possible, unless you relentlessly adapt to changing market which includes innovating with technology and attracting and keeping talented people. This role provides value add through daily customer service leveraging technology, communication skills, and responsiveness in order to manage a block of clients. Learn more about us here

The base salary range for this position is $50,000 - $55,000 per annum. Details of the total compensation package will be shared during the interview process.


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