iA Financial Group (Industrial Alliance) este o organizație canadiană importantă din domeniul asigurărilor și gestionării patrimoniului, care deservește clienți din Canada și Statele Unite. Fondată în 1892 și listată la Bursa de Valori din Toronto, compania oferă servicii de asigurare și servicii financiare extinse, bazate pe planificare axată pe client și pe nevoile financiare pe termen lung ale acestuia. Activitatea sa se desfășoară în sectoarele financiar și al asigurărilor, fiind susținută de o echipă numeroasă care operează pe piețele din America de Nord.
Universal Life Insurance Analyst – iA Financial Group, Quebec City Hybrid
Join iA Financial Group in analyzing universal life insurance policies, complex transactions, and financing solutions across insurance, savings, and wealth management.
Descriere
- Assess policy change requests for universal life insurance and evaluate their effects on insurer risk and client tax considerations.
- Process, code, and review complex transactions within information systems.
- Complete accounting activities, including account and policy-value reconciliations.
- Support clients and advisors with individual universal life insurance policies.
- Develop contract illustrations and prepare customized quotations.
- Prepare financial analyses and administer complex arrangements such as Investment Loans (IRIS) and Collateral Loan Agreements (CLAs).
- Oversee collections and draft required legal documentation.
- Work with internal teams and external partners to resolve complex cases.
- Review data and operational reports.
- Identify process improvements and help enhance related tools, systems, and software.
Cerințe
- Demonstrated analytical ability with strong attention to detail.
- Takes initiative, works independently, and brings an adaptable, energetic approach.
- Can manage complex cases and find solutions to difficult situations.
- Works collaboratively and communicates effectively.
- One to two years of experience in a comparable position.
- Advanced spoken and written English proficiency.
Beneficii
- A learning-focused workplace committed to shared excellence.
- A safe, healthy, equitable, and inclusive work environment.
- Hybrid work arrangement.
- Flexible group insurance coverage.
- Competitive retirement plan.
- Employee share purchase plan.
- Vacation allowance plus personal wellness and development days.
- Telemedicine services.
- Employee and family assistance program.
- Ergonomic office furniture program.
- Performance-based bonus.
- Discounts on iA products.