Specialist - Business Development, Individual Insurance
2 weeks ago
Main ResponsibilitiesImplements procedures to better manage orphan, unassigned or unrepresented clients as well as the identification of inactive or unlicensed advisorsLists, understands and acts according to the rules of each provider regarding the management of orphan policies and unlicensed representativesSearches for information on policies on company websites or requests it and prepares lists of policies to be assignedEnters data into the internal management systemAssigns identified advisors to orphan clients and follows up with advisors on the results of the assignmentsCarries out an inventory of advisors whose license has expired or with a license whose contract has been cancelled or is inactive with one or more insurers and asks the companies insurance the list of policies in force these advisorsCarries out the analysis of the blocks of policies in force and identifies business development opportunitiesMonitors the results and provides a report to managementKeeps up to date on the rules of each insurer concerning the management of orphan policies and inactive representatives and on the industry rules in order to carry out management in accordance with the expectations of the authorities and insurersMaintains the files of orphan clients until an advisor is assigned to themWorks in collaboration with the compensation and contracts department to keep the inventory of orphan clients up to dateProvides solutions and recommendations on procedures and work methods in order to facilitate and optimize workProfile SoughtUniversity degree in administration or equivalent trainingMinimum of 3 to 5 years of experience in a similar position or in the field of personal insurance/investmentGood knowledge of administrative procedures associated with life insurance and investmentGood knowledge of life insurance and investment productsMs-Office (Excel, Word, Outlook)Proficiency in spoken/written FrenchWe OfferA warm atmosphereA stimulating work environmentIn a family business, human and honestA complete trainingA 37-hour daytime schedule per weekA permanent positionA remuneration competitiveFlexible daysWork-life balance measuresA group insurance planA highly active social committeeOpportunities for advancementAnd much morePlease send your resume to the following address: emploi@gcloutier.com or apply online at www.groupecloutier.comLanguagesFrench spoken and written - Intermediate #J-18808-Ljbffr
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Trois-Rivières, Canada Groupe Cloutier inc. Full timeSpecialist - Business Development, Individual Insurance Specialist - Business Development, Individual Insurance role at Cloutier Groupe Financier. Responsibilities Implement procedures to better manage orphan, unassigned, or unrepresented clients. Identify inactive or unlicensed advisors and act according to each provider’s rules. Search for policy...
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