02 Nov
|
Cloutier Groupe Financier
|
Quebec City
02 Nov
Cloutier Groupe Financier
Quebec City
Support individual insurance business development through policy analysis, advisor assignment, and French-language administrative coordination. This permanent position follows a 37-hour daytime schedule.
The Business Development Specialist manages orphan, unassigned, and unrepresented clients, while monitoring inactive or unlicensed advisors. The work requires understanding insurer rules, life insurance and investment products, and related administrative procedures. You will identify opportunities within policy blocks, maintain client files, and report results to management.
Key Responsibilities: Manage orphan, unassigned, and unrepresented client procedures
Research policies and prepare assignment lists
Assign advisors and follow up on results
Analyze policy blocks and identify development opportunities
Monitor results and report to management
Requirements: University degree in administration or equivalent training
Three to five years of similar experience
Knowledge of life insurance and investment products
Knowledge of associated administrative procedures
Intermediate spoken and written French
Apply your individual insurance, policy analysis, and advisor coordination expertise to support accurate business development activities.
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📌 Business Development Specialist Individual Insurance (Quebec City)
🏢 Cloutier Groupe Financier
📍 Quebec City