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Client Relations Specialist - Financial Products

  • Employer: iA Financial Group
  • City: Vancouver
  • Job category: Customer Service and Administrative Support
  • Job ID: J0618-0313
  • Job type: Regular full time

Company Overview

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.

Description

PURPOSE AND ACCOUNTABILITY
Reporting to the team leader the CRS will provide first level contact with customers, agents of Industrial Alliance and administrative staff from our MGA offices.

The key activities are:
Telephone Calls
• Respond to telephone calls from clients, agents and agency administration staff as well as other financial institutions
• Answer questions on products with full understanding of the contract and administrative provisions.
• Answer questions regarding tax rules for all registered RSP, RIF, LIF, RESP, TFSA, locked-in plans and non registered contracts. Responsible to correctly advise clients of impacts transactions will have on taxation to the contract owner. Must also be able to verify and educate clients on CRA forms and the taxation of various transfers.
• Review and correctly analyze transactions made on contracts in response to inquiries. Must have the ability to recognize processing errors, and take corrective steps.
• Answer questions regarding RESP grant rejects by the Government. Must recognize reject codes and provide clients with direction on Corrective actions to be taken.
• Make decisions to facilitate the client's request- such as escalations for transactions, waving administrations fees when appropriate, approve exceptions to certain processes.
• Focus on building and maintaining excellent relationships with Industrial Alliance agents, MGA administration staff and clients.

E-mail
• Answer e-mails from clients, agents and agency staff. E-mail inquiries are varied - basic transaction status requests, to death claim notifications, questions on taxation, notification of errors, responses from prior NIGO follow ups, complaints. Must meet and strive to exceed turn- around times for e-mail responses to clients.

NIGO
Follow up on incomplete transactions submissions- NIGO (not in good order transactions) for new issue/ deposit/ redemption/ change transaction types.
• Contact agents and/or MGA offices for clarification of transaction requests that are unclear or cannot be processed. A thorough explanation must be provided to the recipient to advise why we cannot proceed and what steps must be taken — missing information etc- to allow us to proceed.
• Clearly document the instruction received for the file- Workflow. Ensuring it is understandable for other staff. This is time sensitive with a high level of prioritization

Qualifications

• General college degree/diploma. Less than 1 year prior office experience.
• Loma 1 & 2 or willingness to achieve.
• Knowledge of savings products, procedures, and taxation elements specific to the various registrations highly desired.
• Excellent communication skills, both written and verbal.
• Proficiency with Word and data entry into various computer programs
• Able to demonstrate good time management and work well under pressure with daily deadlines
• Exhibit a positive attitude, image and has high level of motivation

VAN2018

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.