Job Description

Exclusive and VIP Service Specialist 

Build the future with us

Are you passionate about the life insurance industry and looking to contribute to an organization whose purpose is to help clients feel confident and secure about their future?

The successful candidate will be responsible for supporting, developing, and maintaining privileged business relationships with high-potential advisors across various distribution networks, while ensuring proactive, personalized follow-up on their clients’ cases.

In this role, you will deliver a distinctive service experience and work independently to resolve complex cases. Your proactive approach and strong work ethic will have a direct impact on the business line’s strategic objectives, particularly the growth of our business within the mid-market segment.

This position offers an excellent opportunity to showcase your expertise and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

As an Exclusive and VIP Service Specialist  you will play a key role in our mission. Your responsibilities will include:

• Delivering a distinctive, end-to-end, personalized service experience.
• Developing a strong understanding of the environment in which high-potential advisors operate and adapting your approach using available performance indicators.
• Leveraging monitoring tools and dashboards to proactively identify urgent situations and potential issues in submitted cases.
• Following up promptly with advisors when information is incomplete, inconsistent, or instructions are unclear.
• Analyzing complex cases and recommending appropriate courses of action, including exception requests.
• Managing complex files and making decisions on exception cases while ensuring timely and satisfactory resolution.
• Coordinating with various stakeholders and business units to ensure proper follow-up and progress of files under your responsibility.
• Identifying and recommending process improvements to enhance the client experience, reduce costs and turnaround times, and increase productivity.
• Participating in special projects and additional initiatives that contribute to the team’s objectives.
• Maintaining a high level of knowledge of processes, procedures, and cross-functional business updates.

What could accelerate your success in this role

We’re looking for someone who:

• Has 6 to 8 years of experience in a similar role and holds a college diploma (DEC) or equivalent.
• Demonstrates strong experience in life insurance and life insurance products.
• Is recognized for outstanding communication and negotiation skills.
• Excels at problem-solving and critical thinking.
• Is known for autonomy, attention to detail, rigor, strong prioritization skills, and a proactive approach.
• Is fully proficient in French is a strong asset and has an advanced level of English, as the role requires daily communication and presentations with internal and external clients located across Canada.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical hiring range for this position is between 70 000$ and 78 000 CAD + bonus per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

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 25,000 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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

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, please Contact us here. Someone from our team will be happy to assist you with your needs.