Job Description
Join GroupQuest as a Financial Analyst specializing in Marketing & Quotes. Engage in client relationship management and support growth for groups of up to 50 lives.
As a member of our team, you will coordinate with Account Executives while providing essential marketing assistance. This role involves collecting and preparing client information for insurance carriers, developing insightful reports, and preparing proposals for benefits plans. Following up with carriers ensures groups receive accurate quotes promptly.
Key Responsibilities:
• Support marketing efforts for groups of up to 50 lives
• Work with Account Executives for broker communications
• Compile and prepare client information for presentations
• Generate detailed client-ready reports and documents
• Process sale documents for insurance carriers
Requirements:
• Minimum 2 years in group benefits
• Excellent communication and problem-solving abilities
• Driven by client service and excellence
As a member of our team, you will coordinate with Account Executives while providing essential marketing assistance. This role involves collecting and preparing client information for insurance carriers, developing insightful reports, and preparing proposals for benefits plans. Following up with carriers ensures groups receive accurate quotes promptly.
Key Responsibilities:
• Support marketing efforts for groups of up to 50 lives
• Work with Account Executives for broker communications
• Compile and prepare client information for presentations
• Generate detailed client-ready reports and documents
• Process sale documents for insurance carriers
Requirements:
• Minimum 2 years in group benefits
• Excellent communication and problem-solving abilities
• Driven by client service and excellence