New Business Team Leader
2 weeks ago
Le réseau d’assurance IDC Worldsource Inc. est un agent général de gestion (AGG) en services financiers ayant un objectif unique :
être le principal AGG pour tous les conseillers indépendants au Canada. Nous cherchons avant tout à offrir aux conseillers une approche complète et souple à même de faire face aux défis du monde de la finance en évolution. Les conseillers sont soutenus par une équipe bien établie et chevronnée de chefs de file;
une équipe qui s’adapteà l’innovation et qui s’est engagée à partager son savoir-faire solide dans l’industrie des assurances.
RESPONSABILITÉS:
- Encadrer et superviser l’équipe aux nouvelles affaires
- Gestion des horaires, absences, vacances et remplacement;
- Gestion et suivi de la répartition des blocs d’affaires
- Préparer des réunions d’équipe hebdomadaire afin de garder une bonne communication
- & synergie;
- Formation des employés;
- Recevoir, écouter les plaintes des conseillers et enrayer leurs insatisfactions en effectuant de la résolution de problème;
- S’assurer de laqualité des suivis et appels téléphoniques ainsi que des délais de traitement;
- Suivi de dossier VIP;
- Vérification mensuelle des affaires dans le « moulin »
- Effectuer les évaluations annuelles;
- Création de clients, propositions et polices dans Wealthserv Assurance
- Aider aux suivis en cas de débordement;
- Rapport à fournir sur demande;
- Toutes autres tâches connexes demandées par le gestionnaire
COMPÉTENCES:
- Expérience avec le suivi des nouvelles affaires;
- Minimum de 3 ans d’expérience dans le domaine des services financiers et/ou un poste similaire
- Maîtrise de la suite Office, MS Excel
- Ce poste exige une connaissance avancée en anglais écrit/parlé (vous serez régulièrement appelé à interagir auprès de fournisseur hors-Québec et à intervenir dans des dossiers dont la documentation est en anglais)
- Connaissance en ressources humaines
- Connaissance du système Wealthserv Assurance (un atout)
- Aptitudes interpersonnelles, facilité à la communication orale et écrite
- Être capable de gérer un flux de travail important et établir des priorités
- Faire preuve d’initiative et d’autonomie
CONDITIONS DIVERSES:
- Salaire en lien avec l’expérience;
- Un régime d’avantage sociaux complet et généreux;
- Fonds de pension avec participation de l’employeur;
- Possibilité de travailler en mode hybride;
- Et plus encore
Si ce poste vous intéresse, veuillez faire parvenir votre curriculum vitae à Mme Vanessa Beaulieu, Vice-présidente Opérations, Québec par courriel à vbeaulieu@idcwin.ca
/////////////////////////////
IDC Worldsource Insurance Network Inc. is a financial services general agent (MGA) with a single goal:
to be the leading MGA for all independent advisors in Canada. Our focus is on providing advisors with a comprehensive and flexible approach that can meet the challenges of the evolving world of finance. Advisors are supported by a well-established and experienced team of leaders;
a team that adapts to innovation and is committed to sharing its solid know-how in the insurance industry.
RESPONSIBILITIES:
- Mentor and supervise the new business team
- Management of schedules, absences, vacations and replacements;
- Management and monitoring of the distribution of business blocks
- Prepare weekly team meetings to keep good communication & synergy;
- Employee training;
- Receive, listento advisors' complaints and curb their dissatisfaction by resolving problems;
- Ensure the quality of follow-ups and phone calls as well as processing times;
- VIP file follow-up;
- Monthly business check in the "mill"
- Conduct annual evaluations;
- Client Creation, Applications, and Policies in Wealthserv Insurance
- Assist with follow-ups in the event of an overflow;
- Report to be provided upon request;
- Any other related duties requested by the manager
QUALIFICATIONS:
- Experience with the follow-up of new cases;
- Minimum of 3 years of experience in financial services and/or a similar position
- Proficient in Office Suite, MS Excel
- This position requires advanced knowledge of written/spoken English (you will be regularly called upon to interact with suppliers outside Quebec and to intervene in files whose documentation is in English)
- Knowledge of human resources
- Knowledge of the Wealthserv Assurance system (an asset)
- Interpersonal skills, oral and written communication skills
- Be able to manage a large workflow and set priorities
- Demonstrate initiative and autonomy
MISCELLANEOUS CONDITIONS:
- Salary commensurate with experience;
- A comprehensiveand generous benefits plan;
- Pension funds with employer participation;
- Ability to workin hybrid mode;
- And more
If you are interested in this position, please send your resume to Ms. Vanessa Beaulieu, Vice-President Operations, Quebec by email at vbeaulieu@idcwin.ca
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