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Policy Administrator (5-month contract)

  • Employer: iA Financial Group
  • City: Vancouver
  • Job category: Customer Service and Administrative Support
  • Job ID: J0618-0364
  • Job type: Temporary 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

Under the supervision of the Team Leader, this person is responsible for meeting the needs of the client with regards to individual life insurance policies. He/She is responsible for processing and coding of transactions, such as incoming payments, billing transactions, disbursements, legal designations, and placements. The requests are varied, time-sensitive and high in volume. They are to be completed with promptness, minimal supervision, and self-validation with a high level of accuracy. He/She approves disbursements within applicable limits. He/she will be required to open the daily incoming mail, sort requests and output, routing the requests in the “workflow” application system.

He/She initiates verbal or written correspondence to clarify ambiguous transactions from clients, agents or MGAs. He/she provides back-up on a regular basis for the client service team by responding to telephone and email inquiries.

He/She identifies rules and procedures that require updating and suggests improvements to simplify processes and gain efficiencies. He/She shares with his/her team members the responsibility for productivity. He/She shares knowledge to aid in the proper functioning of the department.

Qualifications

•General College Degree Diploma and 2 years of insurance industry experience OR 5 years of insurance industry experience;
•Excellent computer skills;
•Excellent knowledge of the English and/or French language;
•Knowledge of tax rules and life insurance regulations;
•Strong analytical and problem-solving skills with a mathematical aptitude;
•Excellent client service and responsive to the needs and expectations of clients and partners;
• Ability to make sound decisions in a timely manner;
• Good communication skills and excellent interpersonal skills;
• Works well independently and in a team environment;
• Takes ownership and initiative;
•Positive attitude, proactive and self-motivated.

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.