Pricing Associate (12-Month Contract) at GroupSource LP

Calgary, Alberta, Canada -

Full Time

Start Date

Immediate

Expiry Date

08 Sep, 26

Salary

50000.0

Posted On

10 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Entry, Analytical Skills, Communication Skills, Time Management, Attention To Detail, CRM Management, Statistical Reporting, Underwriting Guidelines, Process Improvement, Collaboration

Industry

Insurance

Description

Pricing Associate (12 Month Contract) Who We Are At GroupSource, we believe great work starts with a strong foundation, built on purpose, people, and partnership. For over 40 years, we've partnered with Canadian organizations to design and administer affordable, customized group benefit plans. We're more than just a service provider; we're an extension of our clients, committed to delivering exceptional service with care and integrity. That same commitment extends to our people. We put relationships first because when employees feel seen, supported, and empowered, everyone thrives. From your first day, you'll step into a collaborative, inclusive, and flexible environment where your voice matters and your growth is championed. At GroupSource, our client-first mindset drives everything we do. You'll be part of a team that shows up for one another and for our clients, backed by a leadership team that listens, adapts, and leads with purpose. Together, we turn partnership into impact, delivering real results for our clients and meaningful experiences for our people. Why This Role Matters The Pricing Associate is responsible for the efficient and accurate administration of prospect quotes and alternative quotes, maintaining advisor records, and creating scheduled or on-demand statistical and summary reporting. This role plays a key part in ensuring our pricing processes run smoothly and that our advisors, clients, and carriers receive accurate, timely information. This is a 12-month contract role, with a hybrid work arrangement requiring one day per month in our Calgary office with the local team, and the remainder from home. What You'll Be Responsible For * Review incoming information for completeness and identify inconsistencies or inaccuracies in client census, plan design, rate history, and experience in order to produce quotes * Create prospect and alternative quotes by entering data into applicable software or underwriting arrangements for pricing by the RVP/BDM's, accurately adhering to all carrier underwriting guidelines * Maintain partner records on the CRM system * Create scheduled and on-demand summary and statistical reporting for advisors, clients, carriers, and internal stakeholders * Manage the pricing general email inbox and maintain the shared CRM dashboard * Accurately track correspondence and work items in a timely manner * Prepare an accurate sold quote before hand-off to the New Business department for setup * Suggest ways to improve and simplify existing processes What You Bring to the Table * Exceptionally high level of accuracy and attention to detail * Above average analytical skills * Strong oral, listening, and written communication skills * Ability to manage multiple priorities in an environment of continuous change * Ability to work well under pressure and meet tight deadlines while adhering to departmental standards * Comfortable working in a collaborative team environment where tasks may be shared or handed off to meet daily deadlines * Self-motivated and results-oriented, with the ability to accomplish tasks expediently and with minimal supervision * Experience in group benefits or an administrative-related field is an asset * Completion of post-secondary education in mathematics or statistics is an asset Critical Competencies You will succeed in this role if you are: * An Accuracy & Timeliness Professional – Completes items promptly while diligently managing outstanding work, with a commitment to minimizing errors and upholding data integrity through consistent review and verification. * A Judgement & Reasoning Professional – Assesses information and applies experience and training to interpret and enhance it, aligning with systems and processes to deliver accurate results and a positive client experience. * A Skill Agility Professional – Thoughtfully prioritizes and selects daily tasks to maintain proficiency across all role functions, including quotes, reporting, and advisor record maintenance, while consistently adhering to the established priority schedule. * A Team Player – Works with others to achieve individual, team, department, and organizational goals. Values diverse perspectives and is committed to the team's success through a focus on shared objectives. Compensation At the time of this posting, the estimated annual base salary for this position is $45,000-$50,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only and does not encompass the comprehensive total rewards package that we proudly offer. Why Join GroupSource? * Flexible work options designed to support your life, not just your job. * Comprehensive group benefits, retirement savings plans, and health and fitness programs designed to support your overall wellness and lifestyle. * Join a team where collaboration, inclusivity, and authentic relationships fuel our shared success every day. * Whether you're building new skills or stepping into leadership, you'll find clear paths, personalized development, and leadership that champions your ambitions. * Your work directly contributes to creating tailored solutions that empower Canadian organizations and improve the lives of their employees. * Enjoy programs that recognize your hard work and support your wellness because thriving at work starts with feeling supported as a whole. Accommodation and Inclusion GroupSource is committed to equity, diversity, and inclusion. If you need accommodation during any stage of the hiring process, please let us know! We're here to help. If you're ready to do meaningful work and grow your career with GroupSource, we'd love to hear from you. Click Apply to submit your application.

Responsibilities

The Pricing Associate manages the administration of prospect and alternative quotes while maintaining advisor records in the CRM. They are also responsible for creating statistical reports and ensuring accurate data hand-off to the New Business department.