Financial Analyst - Marketing & Quotes

Advance your career as a Financial Analyst focusing on Marketing & Quotes at GroupQuest. Drive client engagement and support growth initiatives for groups of 50 lives or less.
Your responsibilities will include collaborating with Account Executives and preparing vital client presentations for insurance underwriters. You’ll create reports and proposals tailored to both traditional and non-traditional employee benefits plans. In addition, effective follow-ups with insurance carriers will ensure timely and accurate quoting processes.
Key Responsibilities:
• Provide marketing support for groups of up to 50 lives
• Coordinate with Account Executives for direction
• Organize and collate client information for underwriters
• Prepare detailed reports and proposals for clients
• Ensure timely follow-up with insurers on quotes
Requirements:
• At least 2 years in the group benefits sector
• Strong commitment to client service excellence
• Proficient problem-solvin...