Job Description
Elevate your career as a Pricing Associate at GroupSource, blending data analysis and client engagement. This 12-month hybrid role allows you to work primarily from home while collaborating with a dynamic Calgary team.
As a Pricing Associate at GroupSource, you'll ensure accurate administration of client quotes and partner records. Your strong analytical skills will be key in generating timely statistical reports for various stakeholders. The role involves daily interaction with advisors, clients, and carriers, requiring attention to detail in all tasks.
Key Responsibilities:
• Review client information for completeness and accuracy
• Create prospect and alternative quotes using applicable software
• Maintain partner records in the CRM system
• Generate summary and statistical reports on demand
• Manage pricing general email and shared CRM dashboard
Requirements:
• Exceptional accuracy and attention to detail
• Strong analytical and communication skills
As a Pricing Associate at GroupSource, you'll ensure accurate administration of client quotes and partner records. Your strong analytical skills will be key in generating timely statistical reports for various stakeholders. The role involves daily interaction with advisors, clients, and carriers, requiring attention to detail in all tasks.
Key Responsibilities:
• Review client information for completeness and accuracy
• Create prospect and alternative quotes using applicable software
• Maintain partner records in the CRM system
• Generate summary and statistical reports on demand
• Manage pricing general email and shared CRM dashboard
Requirements:
• Exceptional accuracy and attention to detail
• Strong analytical and communication skills