Job Description
Financial Analyst, Marketing & Quotes
GroupQuest, a division of People Corporation, is looking for a Financial Analyst, Marketing & Quotes to join our team. As a Financial Analyst, you will be focused on new business, client relationship management, and driving growth.
Responsibilities
- Provide quote/marketing support for groups up to 50 lives.
- Coordinate with Account Executives for direction and broker communications.
- Collect, organize, and prepare client information for presentation to insurance carrier underwriters.
- Prepare client ready reports and documents.
- Prepare proposals and alternatives to traditional and non-traditional employee benefits plans.
- Follow up with insurance carriers to ensure groups are being quoted properly and in a timely manner.
- Process sale documents for submission to insurance carriers.
- Ensure database is promptly and accurately updated.