Teams at People Corporation

Provide administrative and operational support for advisors: process client service requests and new business applications, track underwriting and approvals, maintain organized electronic records, coordinate with carriers and internal teams, and support onboarding and reporting to improve service responsiveness and compliance.

Gérer et fidéliser un portefeuille de clients en épargne et retraite collective, fournir des conseils techniques et réglementaires, soutenir l'acquisition et la transition de contrats, élaborer communications et formations, contribuer à l'amélioration de l'expérience client et encadrer l'équipe.

Drive new personal-lines insurance sales through prospecting, cold calling, door-knocking and networking. Qualify leads, prepare and present proposals, negotiate and close policies, and manage client relationships using CRM and sales automation tools. Work with internal account management for renewals and build a recurring book of business.