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C’est depuis 45 ans que Groupe Cloutier bâtit une relation de confiance avec les courtiers indépendants. Nous en sommes fiers. Oui, notre expérience et la force de notre équipe sont des facteurs clés de cette confiance, mais c'est surtout notre dévouement pour soutenir les conseillers dans leur carrière. Nous continuerons en ce sens pour les années à venir : aider nos courtiers à bien conseiller leurs clients, c'est notre cible.

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Responsabilités principales:

Met en place des procédures visant à mieux gérer la clientèle orpheline, non-assignée ou sans représentant ainsi que l’identification des conseillers inactifs ou sans permis
Répertorie, comprend et agit selon les règles de chacun des fournisseurs quant à la gestion des polices orphelines et des représentants sans permis
Effectue la recherche de renseignements sur les polices dans les sites des compagnies ou en fait la demande et prépare des listes de polices à être attribuées
Effectue l’entrée des données le système de gestion interne
Assigne des conseillers identifiés aux clients orphelins et assure un suivi avec les conseillers sur les résultats des assignations
Effectue l’inventaire des conseillers dont le permis est expiré ou avec permis dont le contrat est annulé ou inactif auprès d’un/des assureur(s) et demande aux compagnies d’assurance la liste des polices en vigueur ces conseillers
Effectue l’analyse des blocs de polices en vigueur et identifie les occasions de développement des affaires
Effectue le suivi des résultats et donne un compte rendu à la direction
Se tient à jour sur les règles de chaque assureur concernant la gestion des polices orphelines et des représentants inactifs et sur les règles de l’industrie afin d’effectuer une gestion conforme aux attentes des autorités et des assureurs
Tient à jour les dossiers des clients orphelins jusqu’à ce qu’un conseiller leur soit assigné
Travaille en collaboration avec le département de rémunération et des contrats afin de maintenir à jour l’inventaire des clients orphelins
Apporte des solutions et des recommandations sur les procédures et les méthodes de travail afin de faciliter et d’optimiser le travail

Profil recherché :

Diplôme universitaire en administration ou formation équivalente
Minimum de 3 à 5 années d’expérience dans un poste similaire ou dans le domaine de l’assurance de personnes/investissement
Bonne connaissance des procédures administratives associées à l’assurance vie et à l’investissement
Bonne connaissance des produits d’assurance vie et d’investissement
Ms-Office (Excel, Word, Outlook)
Maîtrise du français parlé/écrit

Nous offrons:

Une ambiance chaleureuse
Un environnement de travail stimulant
Dans une entreprise familiale, humaine et intègre
Une formation complète
Un horaire de jour sur semaine de 37 heures
Un poste permanent
Une rémunération compétitive
Des journées mobiles
Des mesures de conciliation travail-famille
Un régime d’assurance collective
Un comité social des plus actif
Des possibilités d’avancement
Et plus encore!

Langues

Français parlé et écrit - Moyen

","lang","specialiste-developpement-des-affaires-assurance-individuelle","apply_external_link","https://www.groupecloutier.com?utm_source=jobsmedia&source=jobsmedia","text_description","Responsabilités principales: Met en place des procédures visant à mieux gérer la clientèle orpheline, non-assignée ou sans représentant ainsi que l’identification des conseillers inactifs ou sans permis Répertorie, comprend et agit selon les règles de chacun des fournisseurs quant à la gestion des polices orphelines et des représentants sans permis Effectue la recherche de renseignements sur les polices dans les sites des compagnies ou en fait la demande et prépare des listes de polices à être attribuées Effectue l’entrée des données le système de gestion interne Assigne des conseillers identifiés aux clients orphelins et assure un suivi avec les conseillers sur les résultats des assignations Effectue l’inventaire des conseillers dont le permis est expiré ou avec permis dont le contrat est annulé ou inactif auprès d’un/des assureur(s) et demande aux compagnies d’assurance la liste des polices en vigueur ces conseillers Effectue l’analyse des blocs de polices en vigueur et identifie les occasions de développement des affaires Effectue le suivi des résultats et donne un compte rendu à la direction Se tient à jour sur les règles de chaque assureur concernant la gestion des polices orphelines et des représentants inactifs et sur les règles de l’industrie afin d’effectuer une gestion conforme aux attentes des autorités et des assureurs Tient à jour les dossiers des clients orphelins jusqu’à ce qu’un conseiller leur soit assigné Travaille en collaboration avec le département de rémunération et des contrats afin de maintenir à jour l’inventaire des clients orphelins Apporte des solutions et des recommandations sur les procédures et les méthodes de travail afin de faciliter et d’optimiser le travail Profil recherché : Diplôme universitaire en administration ou formation équivalente Minimum de 3 à 5 années d’expérience dans un poste similaire ou dans le domaine de l’assurance de personnes/investissement Bonne connaissance des procédures administratives associées à l’assurance vie et à l’investissement Bonne connaissance des produits d’assurance vie et d’investissement Ms-Office (Excel, Word, Outlook) Maîtrise du français parlé/écrit Nous offrons: Une ambiance chaleureuse Un environnement de travail stimulant Dans une entreprise familiale, humaine et intègre Une formation complète Un horaire de jour sur semaine de 37 heures Un poste permanent Une rémunération compétitive Des journées mobiles Des mesures de conciliation travail-famille Un régime d’assurance collective Un comité social des plus actif Des possibilités d’avancement Et plus encore! Langues Français parlé et écrit - Moyen",{"_303":314,"_305":315,"_307":272,"_256":316,"_309":310,"_311":317},"Specialist - Business Development, Individual Insurance","

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: emploi@gcloutier.com or apply online at www.groupecloutier.com

Languages

French spoken and written - Intermediate

","specialist-business-development-individual-insurance","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: emploi@gcloutier.com or apply online at www.groupecloutier.com Languages French spoken and written - Intermediate",{"_203":204,"_205":206,"_207":-5,"_208":319,"_229":230,"_231":232,"_233":320,"_242":243,"_244":245,"_246":247,"_248":-5,"_249":-5,"_250":251,"_252":251,"_253":251,"_254":251,"_255":-5,"_256":257,"_258":-5,"_259":251,"_260":251,"_261":251,"_262":251,"_263":-5,"_264":-5,"_265":241},{"_210":211,"_212":213,"_214":215,"_216":217,"_218":219,"_220":221,"_222":223,"_224":225,"_226":227,"_228":219},{"_235":236,"_237":238,"_239":238,"_240":241},"attributes",[323,334,343,351,359,368],{"_203":324,"_325":326,"_327":328,"_256":331},7,"type","category","label",{"_272":329,"_6":330},"Insurance / Actuarial","Assurance / Actuariat",{"_272":332,"_6":333},"insurance-actuarial","assurance-actuariat",{"_203":335,"_325":336,"_327":337,"_256":340},33,"experience",{"_272":338,"_6":339},"2 to 5 years","2 à 5 ans",{"_272":341,"_6":342},"2-to-5-years","2-a-5ans",{"_203":344,"_325":345,"_327":346,"_256":348},38,"schedule",{"_272":347,"_6":347},"Permanent",{"_272":349,"_6":350},"permanent-en","permanent",{"_203":352,"_325":345,"_327":353,"_256":356},41,{"_272":354,"_6":355},"Full time","Temps plein",{"_272":357,"_6":358},"full-time","temps-plein",{"_203":360,"_325":361,"_327":362,"_256":365},83,"education",{"_272":363,"_6":364},"University","Universitaire",{"_272":366,"_6":367},"university","universitaire",{"_203":369,"_325":370,"_327":371,"_256":374},542,"specialization",{"_272":372,"_6":373},"Insurance broker","Courtage en assurance",{"_272":375,"_6":376},"insurance-broker","courtier-en-assurance","created_at","2024-12-05T01:47:38.000000Z","published_at","2024-12-05 01:48:41","is_published","is_open","timeago","1 year ago","content","attributesByType",{"_326":388,"_336":389,"_345":390,"_361":391,"_370":392},[323],[334],[343,351],[359],[368],"total",1,"categories",[397],{"_203":324,"_327":330},"cities",[215],"schedules",[402,403],{"_203":344,"_327":347},{"_203":352,"_327":355},"langSwitchUrl","https://careers.jobsmedia.ca/10911/groupe-cloutier-inc/jobs","actionData","errors"]

Postes ouverts (1)

Assurance / Actuariat

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