Financial Analyst, Renewals
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Job Location:
Mississauga - Canada
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
The Financial Analyst Renewals will:
Analyze and negotiate group renewals 35 lives and under from insurers for accuracy and completeness and work with insurers until renewals are accepted
Negotiate mutually acceptable solutions and create plan amendment suggestions for
cost containment when required by correlating claims activity to current plan design
Coordinate with Account Executives for direction on 20% renewal offerings and/or erroneous situations and all advisor communication.
Contact Carriers/Sales Representatives to discuss and clarify missing information
Prepare reports for advisors based on findings and recommendations for insured renewals
Develop and maintain direct relationships with carriers internal team members and provide excellent customer service
Maintain high levels of productivity respecting service commitments to advisors
Assist with ad hoc department projects as needed
To be successful as a Financial Analyst Renewals you will need:
2 years of experience in the group benefits industry
Strong working knowledge of Microsoft Excel
2 years working in a Client focused environment with commitment for service excellence
Excellent problem solving and troubleshooting skills
Excellent communication skills both written and verbal
Ability to multi-task and prioritize to meet client and internal needs
All-star candidates will have:
Bilingual (French/English) would be an asset
Whats 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
Assistance for the completion of industry designations
Competitive compensation
A fulfilling opportunity to join a supportive vibrant growing company!
GroupQuest is a leading MGA (Managing General Agency) supporting insurance advisors across Canada. We specialize in group benefits and individual insurance solutions offering access to market-leading products quoting tools and back-office support. Our goal is to empower advisors with the tools and partnerships they need to grow and thrive.
Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to.
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
