Pricing Associate

At Group Source, 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 Group Source, 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.

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.

• 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

• 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

• 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.

At the time of this…