About the role

Manager leading exclusive insurance services, complex case administration, and multidisciplinary teams at iA Financial Group. Supporting advisors, MGAs, reinsurers, and nationwide distribution partners.

Responsibilities

Proactively oversee administration cases, including transactions, policy changes, and requests processed through IRIS from advisors and Exclusive Services clients
Coordinate and maintain follow-ups with internal and external partners, including MGAs, Sales Directors, and advisors
Provide support on decisions, processes, and ad hoc issues to advance complex cases
Meet regularly with members of the sales force to maintain an up-to-date understanding of processes and business needs
Promote adoption of electronic tools related to business processes and administrative guidelines among MGAs
Identify and recommend improvements within administrative operations based on partner feedback
Approve transaction requests involving significant financial risk, up to $1,000,000
Engage, coach, and support development of a multidisciplinary team
Build and maintain strong business relationships with internal partners, the sales force, and distribution partners
Supervise employees across Canada and collaborate with MGAs and sales force partners nationwide

Recognized ability to lead and develop high-performing teams
Rigor, organizational skills, and ability to manage multiple projects and priorities simultaneously
Strong analytical and critical thinking skills
Customer focus, collaborative mindset, and ability to build strong and lasting business relationships
Bachelor's degree in business administration or another relevant field
Minimum of five (5) years of relevant experience
Experience supervising employees, coordinating activities, or providing customer service (an asset)
Knowledge of individual insurance products and systems (an asset)
Solid understanding of the financial services industry
French is required to communicate effectively with stakeholders whose primary working language is French

A work environment where learning and development merge with a collective pursuit of excellence
AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth
A healthy, safe, equitable, and inclusive environment where your potential can be fully expressed and developed
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
Flexible group insurance plans
Competitive retirement savings plan
Employee share purchase plan
Vacation program, wellness days, and personal development days
Telemedicine services
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products