iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network.
Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.
The incumbent provides administrative support duties and contributes to the overall growth and development of the Ontario and Quebec Solutions office.
This is a service oriented position with a strict 3 to 5 day turn around for policies, which if not adhered to has the potential to impact business.
issue new policies, renew and process mid-term and policy changes
reviews renewal data, calculates renewal premiums and inputs data on all applicable systems
prepares endorsements, emails / letters, invoices, summaries and related material to the broker or client
prepare proposals and other quote documents
calculates war risk premiums
print and distribute policy brochures / forms
proofread forms for brokers / clients / Administrators
contact brokers / clients with outstanding renewal and administration issues
Photocopying and filing
assists in the review / analysis of policies and request any required renewal information
provides administrative support to the Manager and assists the other Administrators as needed
assists in the review, evaluation of risk and analyzing of specifications for quote requests
assists brokers / clients with policy implementation, interpretation, administration and claim requirements
respond to client phone calls and email inquiries
assists brokers regarding licensing requirements
Provides sales support functions as required
accept binding of quotes for policy issuance and prepare policy issuance instructions
High School diploma with 2 years post-secondary education
3+ years of Special Risk Administration general or related office insurance experience
Strong organizational and time management skills
Bilingual in French and English
Excellent analytical skills to resolve problems and display innovative skills for evaluating, improving and implementing
Computer literacy and proficiency using Windows, Outlook, Word, Excel, Powerpoint, Access
Detail oriented and thorough
Strong interpersonal communication skills
Customer service focused with professional manner
Excellent verbal and written communication skills
Positive attitude and willingness to do whatever it takes to get the job done
Ability to work well under deadline pressure
Sense of urgency and confidentiality
Ability to work closely with others as a team player