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Posted 3 months ago

Financial Analyst, Marketing & Quotes

@ Group Quest

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Burlington, Ontario

$55k–$80k/yrHybridFull-time2+ years experience
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SIGNALS

Overview

GroupQuest, a division of People Corporation, is hiring a full-time Financial Analyst, Marketing & Quotes. The role provides quoting and marketing support for employee benefit groups up to 50 lives, coordinating with Account Executives and insurance carriers. The base salary is $55,000 to $80,000 annually, with variable compensation possible.

Pay:

$55,000–$80,000 a year

Responsibilities:

  • Prepare quotes and proposals for group benefits plans up to 50 lives
  • Coordinate with Account Executives and broker communications
  • Collect and prepare client information for insurance carrier underwriters
  • Follow up with insurance carriers and process sales documents

Requirements summary:

  • 2+ years of experience in the group benefits industry
  • 2+ years in client-focused roles with commitment to service excellence
  • Excellent problem-solving, troubleshooting and communication skills
  • Ability to multitask and prioritize; French bilingualism an asset

Tools & skills

Client relationship managementProblem solvingTroubleshootingCommunication skillsBilingualism

Benefits mentioned

DentalRetirement plan
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-08-25
First seen by our source
2026-10-08
Source record updated
2026-10-16

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentFinance & accounting
Experience2+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Perks mentionedRetirement plan, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Group Quest

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Job description
GroupQuest, a division of People Corporation, is looking for a Financial Analyst, Marketing & Quotes to join our team. One of our highest priorities is providing excellent service and creating long-lasting relationships. We were acquired by People Corporation in 2019 and appreciate the advantages of being part of Canada’s largest provider of employee benefits and employer services. Internally, we offer our employees opportunities for professional development and growth.

As a Financial Analyst at Group Quest, you will have the opportunity to work in a dynamic and supportive team atmosphere where you will be motivated to provide quality work and excited to see the results of meeting your targets. As a Financial Analyst you will be focused on new business, client relationship management, and driving growth.

The Financial Analyst, Marketing & Quotes will:

  • Provide quote/marketing support for groups up to 50 lives.

  • Coordinate with Account Executives for direction and broker communications

  • Collect, organize, and prepare client information for presentation to insurance carrier Underwriters

  • Prepare client ready reports and documents

  • Prepare proposals and alternatives to traditional and non-traditional employee benefits plans

  • Follow up with insurance carriers to ensure groups are being quoted properly and in a timely manner

  • Process sale documents for submission to insurance carriers

  • Ensure database is promptly and accurately updated


To be successful as a Financial Analyst, Marketing and Quotes you will need:

  • 2+ years of experience in the group benefits industry

  • 2+ years working Client focused 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 [email protected].

The base salary for this position is between $55,000 - $80,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

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