Specialist - Business Development, Individual Insurance

Cloutier Groupe Financier; Trois-Rivières; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

37-hour daytime schedule per week

Permanent position

Group insurance plan

Flexible days

Work-life balance measures

Advancement opportunities

Job summary

Cloutier Groupe Financier is seeking an experienced administrator to manage orphan and unrepresented clients, ensure compliance with insurer guidelines, and coordinate with advisors and internal teams.

The role involves data entry, policy policy tracking, and ongoing collaboration with the compensation and contracts departments to maintain up-to-date inventories and optimize procedures. Strong MS-Office skills and French proficiency are required.

Qualifications

• University degree in administration or equivalent training.
• Minimum of 3 to 5 years of experience in a similar position or in life insurance/investment.
• Good knowledge of administrative procedures in life insurance and investments.
• Good knowledge of life insurance and investment products.
• MS-Office (Excel, Word, Outlook).
• Proficiency in spoken/written French.

Responsibilities

• Implements procedures to better manage orphan, unassigned or unrepresented clients and identify inactive or unlicensed advisors.
• Lists, understands and acts according to provider rules regarding orphan policies and unlicensed representatives.
• Searches for information on policies on company websites or requests it and prepares lists of policies to be assigned.
• Enters data into the internal management system.
• Assigns advisors to orphan clients and follows up with advisors on the results of assignments.
• Carries out inventory of advisors whose license has expired or is inactive and requests the list of policies from insurers.
• Analyses blocks of policies in force and identifies business development opportunities.
• Monitors results and provides a report to management.
• Keeps up to date on insurer rules and industry rules related to orphan policies and inactive representatives.
• Maintains files of orphan clients until an advisor is assigned to them.
• Collaborates with compensation and contracts department to keep inventory up to date.
• Provides solutions and recommendations to facilitate and optimize work.

Skills

MS Office

French proficiency

Education

University degree in administration or equivalent training

Tools

Excel

Word

Outlook

Job description

• Implements procedures to better manage orphan, unassigned or unrepresented clients as well as the identification of inactive or unlicensed advisors
• Lists, understands and acts according to the rules of each provider regarding the management of orphan policies and unlicensed representatives
• Searches for information on policies on company websites or requests it and prepares lists of policies to be assigned
• Enters data into the internal management system
• Assigns identified advisors to orphan clients and follows up with advisors on the results of the assignments
• Carries 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 advisors
• Carries out the analysis of the blocks of policies in force and identifies business development opportunities
• Monitors the results and provides a report to management
• Keeps 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 insurers
• Maintains the files of orphan clients until an advisor is assigned to them
• Works in collaboration with the compensation and contracts department to keep the inventory of orphan clients up to date
• Provides solutions and recommendations on procedures and work methods in order to facilitate and optimize work

Main Responsibilities

• Implements procedures to better manage orphan, unassigned or unrepresented clients as well as the identification of inactive or unlicensed advisors
• Lists, understands and acts according to the rules of each provider regarding the management of orphan policies and unlicensed representatives
• Searches for information on policies on company websites or requests it and prepares lists of policies to be assigned
• Enters data into the internal management system
• Assigns identified advisors to orphan clients and follows up with advisors on the results of the assignments
• Carries 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 advisors
• Carries out the analysis of the blocks of policies in force and identifies business development opportunities
• Monitors the results and provides a report to management
• Keeps 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 insurers
• Maintains the files of orphan clients until an advisor is assigned to them
• Works in collaboration with the compensation and contracts department to keep the inventory of orphan clients up to date
• Provides solutions and recommendations on procedures and work methods in order to facilitate and optimize work

Profile Sought

• University degree in administration or equivalent training
• Minimum of 3 to 5 years of experience in a similar position or in the field of personal insurance/investment
• Good knowledge of administrative procedures associated with life insurance and investment
• Good knowledge of life insurance and investment products
• Ms-Office (Excel, Word, Outlook)
• Proficiency in spoken/written French

We Offer

• A warm atmosphere
• A stimulating work environment
• In a family business, human and honest
• A complete training
• A 37-hour daytime schedule per week
• A permanent position
• A remuneration competitive
• Flexible days
• Work-life balance measures
• A group insurance plan
• A highly active social committee
• Opportunities for advancement
• And much more!

Languages

• French spoken and written - Intermediate