Client Accounts Specialist

About the Role

As a Client Accounts Specialist, you will play a key role in ensuring accurate and timely financial transactions for our clients. You’ll manage commission payments, claims, cancellations, and refunds, while maintaining strong communication and collaboration across departments. This role is ideal for someone who is detail-oriented, client-focused, and eager to contribute to a dynamic and evolving team.

Key Responsibilities

• Process and manage client commission payments with precision and timeliness.

• Coordinate claims payments and resolve discrepancies in collaboration with internal teams.

• Handle cancellations and refunds in accordance with company policies.

• Prepare and distribute client statements, ensuring accurate documentation.

• Act as a primary contact for client inquiries related to payments, delivering clear and professional support.

• Partner with internal departments to resolve client issues and enhance service delivery.

• Stay informed on industry regulations and internal policies related to financial transactions.

• Contribute to process improvement initiatives to drive operational efficiency.

• Generate reports and provide analysis as requested by management.

Qualifications

• Associate’s degree required; Bachelor’s degree in Accounting, Finance, or related field preferred.

• 1–5 years of experience in payables or a similar financial role.

• Solid understanding of financial transactions and basic accounting principles.

• Strong communication and interpersonal skills with a client-first mindset.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and accounting software.

• Excellent attention to detail, analytical thinking, and problem-solving abilities.

• Ability to manage multiple priorities in a fast-paced environment.

Skills & Competencies

• Advanced proficiency in Excel and ability to quickly learn new systems.

• Strong organizational and prioritization skills.

• Ability to work independently and collaboratively within a team.

• Adaptability to change and openness to new procedures.

• Clear written and verbal communication.

• Critical thinking and resilience under pressure.

Working Conditions

This role is primarily sedentary and performed in a traditional office or remote setting. It requires standard physical abilities such as sitting, typing, and communicating. Mental demands include concentration, initiative, adaptability, and alertness. Occasional business travel may be required (up to 25%).

About iA American

iA American is a wholly owned subsidiary of iA Financial Group, one of North America’s largest insurance and wealth management organizations. Built through strategic acquisitions, iA American offers a robust suite of automotive protection products, reinsurance solutions, dealer support, and direct-to-consumer services.

Founded in 1892, iA Financial Group is the fourth-largest life and health insurance company in Canada. Its long-standing stability and commitment to employee development make it an employer of choice.