Underwriting/ Customer Service / Bilingual / Across Canada

You enjoy customer service and have always been interested in underwriting? The Partnerships team in the Underwriting, New Business and Claims family is seeking two case coordinators.

As a case coordinator you will:

• Manage relationships with external partners for underwriting and new business and provide harmonized, proactive and personalized service as the primary point of contact for MGAs

• Support sales managers and marketing associates with underwriting-related issues while serving in the field as an expert in the NB & UW process

• Answer underwriting-related emails and phone calls, including status updates, clarification of underwriting decisions and new guidelines

• Support the assistant manager and manager in providing training and helpful guidance during presentations or roundtables at MGA offices

• Manage system reports related to incomplete cases

• Follow up on incomplete cases to prevent commissions from being charged to brokers

• Identify areas where service could be improved based on agent feedback

• Provide information and training to brokers to avoid future requests for similar information

The following profile fits you:

• Minimum of 3 years of relevant experience

• Knowledge of individual insurance products, particularly life, critical illness and disability insurance, is an asset

• Knowledge of underwriting, reinsurance and health business processes is an asset

• Experience with underwriting/new business tools (EVO, Extranet, Business Tracker, Workflow, AGO) is an asset

• Experience as a contact centre specialist is an advantage

• Relationship-oriented advisor and client experience with strong written and verbal communication skills

• Team player

• Good verbal and written language skills in both English and French owing to frequent interaction with English- and French-speaking colleagues and clients across Canada

• Available to work until 5 p.m.

• Ability to manage multiple priorities with tight deadlines

• Working knowledge of MS Outlook, Word, PowerPoint and Excel

• Strong organizational skills and attention to detail

• Proactive mindset

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 50,000 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.

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.