Specialist - Business Development, Individual Insurance

Cloutier Groupe Financier; Trois-Rivières; On-site; CAD 45,000 - 75,000; Full time

Job summary

Une entreprise familiale dynamique recherche un professionnel pour gérer les clients orphelins et optimiser les procédures administratives. Dans un environnement de travail chaleureux et stimulant, vous aurez l'opportunité de collaborer avec divers départements pour assurer une gestion efficace des polices d'assurance. Ce rôle vous permettra d'appliquer vos connaissances en assurance vie et en investissement tout en bénéficiant d'une formation complète. Si vous êtes passionné par le service à la clientèle et souhaitez évoluer dans un cadre humain et honnête, cette offre est faite pour vous.

Benefits

Ambiance chaleureuse

Environnement de travail stimulant

Formation complète

Horaire de 37 heures par semaine

Poste permanent

Rémunération compétitive

Jours flexibles

Équilibre travail-vie personnelle

Plan d'assurance groupe

Comité social actif

Qualifications

• 3 à 5 ans d'expérience dans un poste similaire ou dans le domaine de l'assurance personnelle.
• Bonne connaissance des procédures administratives liées à l'assurance vie.

Responsibilities

• Met en œuvre des procédures pour gérer les clients orphelins et inactifs.
• Analyse les blocs de polices en vigueur et identifie des opportunités de développement.

Skills

Gestion de clients orphelins

Analyse des opportunités de développement

Connaissance des produits d'assurance vie

Compétences administratives

Bilinguisme (Français)

Education

Diplôme universitaire en administration

Formation équivalente

Tools

Ms-Office (Excel, Word, Outlook)

Job description

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!

Please send your resume to the following address: [e-mail] or apply online at www.groupecloutier.com.

Languages

• French spoken and written - Intermediate