Specialist - Business Development, Individual Insurance
- Trois-Rivières, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum of 3 to 5 years of experience in a similar position or in the field of personal insurance/investment
- Posting language
- English
- Posted
Original job description
Main Responsibilities
Languages
- 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
- 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
- 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
More about this job
Responsibilities
Manage orphan and unassigned insurance clients and policies, identify inactive or unlicensed advisors, and coordinate policy assignments with insurers and advisors. Analyze policy inventories for business development opportunities, monitor results, report to management, and improve related procedures.
Requirements
A university degree in administration or equivalent training and 3 to 5 years of relevant experience are required. Candidates should know life insurance and investment products and their administrative procedures, be proficient with Microsoft Office, and have intermediate spoken and written French.
Skills
- Business Development
- Individual Insurance
- Life Insurance
- Investment Products
- Policy Administration
- Client Assignment
- Advisor Management
- Insurance Regulations
- Administrative Procedures
- Data Entry
- Reporting
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- French Communication
Benefits
- Group Insurance
- Flexible Days
- Work-Life Balance Measures
- Training
- Career Advancement Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Administrative
Keywords
- Individual Insurance
- Business Development
- Life Insurance
- Investment Products
- Orphan Policies
- Unassigned Clients
- Inactive Advisors
- Unlicensed Representatives
- Policy Administration
- Advisor Assignment
- Insurance Regulations
- Administrative Procedures
- Policy Inventory
- Business Development Opportunities
- Management Reporting
- Process Improvement
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- French