Transaction Technician

  • Employer: iA Financial Group
  • Office: 26 Wellington Street East
  • Location: Toronto, Ontario
  • Other Possible Location(s): Vancouver, British Columbia; Montreal, Quebec; Québec, Quebec
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10022200
  • Job type: Temporary Job
  • Apply before: 2025-02-07

Description

Domain : Insurance

Working Conditions: Hybrid

Working Status: 1 Year Contract (with benefits and vacation)

Locations: Quebec, Montreal, Toronto or Vancouver

 

Are you passionate about insurance administration and seeking a challenging career in the life insurance industry? If so, this opportunity may be perfect for you!

As a Transaction Technician in our Individual Insurance division, you will work under the supervision of a team leader to process any policy changes as per agent/client requests and correspond with advisors and internal partners on urgent cases.

 

What will I be doing in this role:  

  • Processing policy changes as per agent/ client requests.
  • Corresponding on Business tracker with advisor.
  • Corresponding on urgent cases with internal partners.
  • Handling such tasks as bank rejects, premium billing transactions and applying premium cheques to client’s respective policies.

What are we looking for:  

  • General college degree/diploma is required.
  • 2-3 years of relevant industry experience will be preferred
  • Strong organizational skills and ability to prioritize effectively.
  • Keen attention to detail and high accuracy in order to process insurance documents.
  • Strong computer skills including Word, Excel and Outlook.

 

What would be an asset but not required:

  • Experience of working in an Insurance Administration division or an MGA.
  • Knowledge of life insurance

Compensation:

The typical hiring range for this position is from CAD 48,000 and CAD 55,000 annually; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus.

At iA, we are committed to a market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions.

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.