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 dateProvides 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

Positive 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

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📌 Specialist - Business Development, Individual Insurance (Quebec City)
🏢 Cloutier Groupe Financier
📍 Quebec City