Transaction Technician

Are you passionate about insurance administration and seeking a challenging career in the life insurance industry? If so, this opportunity may be perfect for you!

As a Transaction Technician in our Individual Insurance division, you will work under the supervision of a team leader to process any policy changes as per agent/client requests and correspond with advisors and internal partners on urgent cases.

What will I be doing in this role:

• Processing policy changes as per agent/client requests.
• Corresponding on Business tracker with advisor.
• Corresponding on urgent cases with internal partners.
• Handling such tasks as bank rejects, premium billing transactions, and applying premium cheques to client’s respective policies.

What are we looking for:

• General college degree/diploma is required.
• 2-3 years of relevant industry experience will be preferred.
• Strong organizational skills and ability to prioritize effectively.
• Keen attention to detail and high accuracy in order to process insurance documents.
• Strong computer skills including Word, Excel, and Outlook.

What would be an asset but not required:

• Experience of working in an Insurance Administration division or an MGA.
• Knowledge of life insurance.

Compensation:

The typical hiring range for this position is from CAD 48,000 to CAD 55,000 annually; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus.

At iA, we are committed to a market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions.

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, write to us. Someone from our team will be happy to assist you.