Business Development Specialist Individual Insurance Trois Rivieres (Canada)

Business Development Specialist Individual Insurance Trois Rivieres (Canada)

04 Nov
|
Cloutier Groupe Financier
|
Canada

04 Nov

Cloutier Groupe Financier

Canada

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 prospects 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.

📌 Business Development Specialist Individual Insurance Trois Rivieres (Canada)
🏢 Cloutier Groupe Financier
📍 Canada

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