New Business Assistant Implementation Advisor
- Employer: iA Financial Group
- City: Toronto
- Job category: Customer Service and Administrative Support
- Job ID: J0218-0347
- Job type: Regular full time
Company OverviewiA 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.
Reporting to the Supervisor & Technical Analyst, The New Business Assistant Implementation Advisor is the primary contact during the implementation of new small group insurance plans that are not complex, for our external clients and brokers/consultants, as well as for all internal partners.
As an Assistant Implementation Advisor, you will, while being mentored by an Implementation Specialist, take a lead role in new small group Insurance implementations by:
-Identifying and obtaining all relevant information and documents
-Coordinating the tasks assigned to various internal partners
-Creating a personalized project for each client and determining the necessary tasks, taking into account all aspects required in the proposed project:
-Administrative details, technology, plan design, special products, dedicated service
-Meeting with clients and brokers/consultants to ensure that the implementation plan meets the needs of all stakeholders
-Scheduling and coordinating internal meetings with key stakeholders from all departments involved
-1 to 2 years of solid experience in group insurance
-Bachelor’s degree or equivalent
-Ability to build trusting relationships to achieve a common goal
-Experience in project management with a proven ability to manage multiple projects with tight deadlines at the same time
-Bilingualism in French and English in an asset
In addition, you are someone who enjoys challenges, has the ability to juggle several priorities at the same time and possesses an unparalleled level of customer service. You have excellent relationship building skills and are able to be responsible for the success of a process from beginning to end while working closely with your internal and external partners.
iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact me and I will work with you to meet your needs.
iA Financial Group adheres to an equal access employment program and encourages women, aboriginal persons, persons with disabilities, and members of visible minorities to apply.