Administrateur New Business
2 months 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’adapte à l’innovation et qui s’est engagée à partager son savoir-faire solide dans l’industrie des assurances.
**RESPONSABILITÉS**:
- Gestion et distribution de la correspondance reçue par courrier;
- Vérification de l’entrée de données dans Wealthserv Assurance;
- Répondre aux demandes des cabinets pour toutes demandes concernant les nouvelles affaires et/ou police en vigueur;
- Distribution des courriels de suivis aux cabinets;
- Aide à l’entrée de données des nouvelles demandes d’assurance;
- Gestion des dossiers rejetés par flux dans Wealthserv Assurance;
- Création des clients, des propositions d’assurances et commande d’exigences médicales (s’il y a lieu);
- Effectuer le suivi des communications entre les assureurs et les conseillers;
- Traitement de différents documents (propositions, polices, livraison, etc.);
- Toutes autres tâches connexes.
**COMPÉTENCES**:
- 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
- 1 à 3 ans d’expérience dans le domaine de l’assurance de personnes et des services financiers (un atout)
- Connaissance du logiciel Wealthserv (un atout)
- Bilinguisme (afin de desservir les conseillers/cabinets hors Québec)
- Travail d’équipe
**CONDITIONS DIVERSES**:
- Salaire en lien avec l’expérience;
- Un régime d’avantages sociaux complet et généreux;
- Fonds de pension avec participation de l’employeur;
- Horaire hybride
- Et plus encore
Type d'emploi : Temps plein, Permanent
Avantages:
- Assurance Dentaire
- Assurance Invalidité
- Assurance Vie
- Congés payés
Horaire:
- Du Lundi au Vendredi
Lieu du poste : Télétravail hybride à Mont-royal, QC H4P 1H7
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