Our current job postings

Client Services Representative

  • Employer: iA Financial Group
  • Office: 400-988 Broadway West
  • City: Vancouver
  • Province: British Columbia
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10010518
  • Job type: Permanent Job Full time
  • Apply before: 2021-10-22

Description

Do you have a passion for customer service and looking for a challenging career in the life insurance field? This role is perhaps for you!

Working from home, the CRS is a frontline representative for the individual insurance division whose quality of work has a direct impact on delivering the iA Client Experience. Excellent verbal and written communication skills along with attention to detail are a must to ensure our clients are well served. Demonstrates good time management (ability to maintain a structured schedule) and works well under pressure with daily deadlines. Exhibits a positive and constructive attitude, high energy, and is highly self-motivated. Brings to life the iA values of teamwork, high performance, continuous improvement, respect for individuals, and service oriented.


The primary responsibilities are:
• Responding to the needs, and meeting the expectations, of our clients and distribution partners by providing information, giving explanations, solving problems and resolving complaints with full understanding of our products and administrative procedures. Processing transactions such as beneficiary changes, cash deposits, and billing updates.
• The inquiries received in person, by phone, by email or letter, are varied and may include questions about procedures, products, banking transactions, tracking of current application, and the tax and legal aspects in a setting where the products are becoming increasingly complex.
• Reviewing and correctly analyzing transactions made on contracts in response to inquiries. Must have the ability to recognize processing errors, and take corrective steps, negotiating mutually satisfactory solutions, while respecting company guidelines.
• Making decisions to facilitate the client’s request- such as, escalating issues, waiving administration fees when appropriate, approving exceptions to certain processes.
• Supporting the division by contacting clients without representative, or to clarify 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.
• Identifying rules and procedures that require updating and suggesting improvements to simplify processes and gain efficiencies.
• Sharing knowledge to support the team in improving productivity.

Qualifications
• General college degree/diploma and 1 year relevant office or administrative experience;
• Loma courses 1 & 2 already attained or willingness to attain on the job within the first year of service

• Experience working in a customer service role, specifically in a call centre environment

• Possesses strong written and verbal communication skills

• Exhibits a client-focused mentality
• Knowledge of life insurance highly desired

• Bilingualism in French/English is an asset


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.