Job Description

Official Internal Job Title:
Sales Analyst
Status:
Regular
:
The Group Insurance Sales Analyst reports to the Director of New Business and is responsible for coordinating, analyzing and writing quotes. You will support the sales representatives throughout the quote process in the management and development of the text bank, participate in and develop finalist presentations in collaboration with the representatives, as well as participate in the coordination of various projects for the sales team in collaboration with the Director.
Key ResponsibilitiesInitiate and coordinate all steps specific to group insurance RFPs. Analyze and respond to RFPs. Familiarize yourself with each question or sub-question and identify the administrative particularities. Using the text bank, adapt the answer to the needs of the tender and the intermediary involved. Establish deadlines in line with the RFP and follow them up rigorously to ensure that quotes are submitted on time. Ensure quality control of the answers provided by the sectors and carry out the required follow-ups when the information does not meet the needs of the RFP. Contact people in related departments and support them to obtain answers not present in the text bank, additional information or explanations. Be aware of new developments or changes in the market to ensure the accuracy of the texts used. Support and participate in the preparation of all finalist presentations and participate in the post-mortem of them. Work in collaboration with the various sectors to ensure that the bank's texts are up to date and to validate changes requested by the other sectors. Participate and support the New Business Manager during process changes, in collaboration with all sectors concerned. Participate, on behalf of management and as an expert in his/her sector, in various projects as required.

QualificationsPossess a university degree and/or equivalent work experience Have a minimum of 3 years of experience in group insurance. Demonstrate strong analytical, problem-solving, and learning-by-action skills. Demonstrate a strong ability to develop and maintain strong business relationships. Demonstrate excellent negotiation and communication skills. Demonstrate a strong ability to collaborate and work in a team. Have a good knowledge of the group insurance market Demonstrate excellent ability to plan, organize and prioritize work. Be proficient in English, both spoken and written. Fluency in French is an asset.

#LI-ENG
#LI-HybridBeneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply.Purpose : True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services.
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