Bilingual RBC Insurance Advisor providing personalized home and auto coverage advice by phone. Assessing client needs, underwriting policies, and recommending solutions across Quebec.
IA
Universal Life Insurance Analyst
Posted 7 hours ago
About the role
- Analyste PU chez iA Financial Group, spécialisée en assurance, épargne et gestion de patrimoine. Analyse de polices vie universelle, transactions complexes et solutions de financement.
Responsibilities
- Analyze requests for changes to universal life insurance policies and determine their impact on the insurer’s risk and the client’s tax situation
- Process, code, and analyze complex transactions in information systems
- Perform accounting tasks, including reconciling accounts and policy values
- Address the needs of clients and advisors regarding individual universal life insurance policies
- Create contract illustrations and prepare special quotations
- Produce financial analyses and administer complex solutions, including Investment Loans (IRIS) and Collateral Loan Agreements (CLAs)
- Manage collections and prepare legal documents
- Collaborate with internal teams and partners on complex cases
- Analyze data and reports
- Recommend process improvements and contribute to the enhancement of tools, systems, and software
Requirements
- Strong analytical skills and attention to detail
- Proactive, self-directed, and dynamic
- Ability to manage complex cases and resolve challenging situations
- Collaborative mindset and strong communication skills
- 1 to 2 years of experience in a similar role
- Advanced proficiency in English, both spoken and written
Benefits
- A work environment where learning and development go hand in hand with a shared pursuit of excellence
- A healthy, safe, equitable, and inclusive environment
- Hybrid work environment
- Flexible group insurance benefits
- Competitive retirement plan
- Employee share purchase plan
- Vacation program and personal wellness and development days
- Telemedicine
- Employee and family assistance program
- Ergonomic office furniture program
- Performance bonus
- Discounts on iA products
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Remote licensed health insurance advisor conducting scheduled phone and virtual consultations. Reviewing plan options, explaining coverage, and assisting members with compliant enrollment.
Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
Commercial Insurance Broker supporting Accounts, New Business, or Renewals for Zensurance’s digital - first commercial insurance platform. Advising clients, managing policies, growing revenue, and retaining accounts.
Investigation Advisor investigating health and dental claim fraud for iA Financial Group. Analyzing suspicious patterns, documenting findings, and improving fraud - detection tools.
Agent d’assurance dommages en formation rémunérée chez iA, assureur canadien. Vente de contrats automobile et habitation et accompagnement de clients.
Risk manager leading AML/KYC initiatives, regulatory change, and operational risk governance for American Express Canada. Advising stakeholders and reporting progress to senior leadership.
Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
AVP leading Sun Life’s insurance distribution strategy, advisor relationships and regional sales execution. Building leadership capability and sustainable life and health insurance growth.
Director managing enterprise underwriting and claims risk at Sun Life, a life insurer helping Clients achieve financial security. Redesigning mortality and morbidity risk programs globally.