The Financial Analyst, Renewals is a key resource on our team that focuses on renewals and retention, carrier relationship management, and driving growth. You are great at identifying opportunities by reviewing client data and claims experience to support your recommendations with the insurance carriers to come up with the best resolution for the client.

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

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

• 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 we're 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 careers@peoplecorporation.com.