Job Description

Employeur :

iA American Warranty, L.P.

Bureau :

8201 N Fm 620 Rd.

Principal lieu de travail :

Austin, Texas

Domaines d'activite :

Service a la clientele et soutien administratif

Numero du poste :

JR10024174

Type d'emploi :

Emploi permanent

Postulez avant le :

2025-09-30

Description

---------------

About the Role

As a

Client Accounts Specialist

, you will play a key role in ensuring accurate and timely financial transactions for our clients. You'll manage commission payments, claims, cancellations, and refunds, while maintaining strong communication and collaboration across departments. This role is ideal for someone who is detail-oriented, client-focused, and eager to contribute to a dynamic and evolving team.

Key Responsibilities

Process and manage client commission payments with precision and timeliness. Coordinate claims payments and resolve discrepancies in collaboration with internal teams. Handle cancellations and refunds in accordance with company policies. Prepare and distribute client statements, ensuring accurate documentation. Act as a primary contact for client inquiries related to payments, delivering clear and professional support. Partner with internal departments to resolve client issues and enhance service delivery. Stay informed on industry regulations and internal policies related to financial transactions. Contribute to process improvement initiatives to drive operational efficiency. Generate reports and provide analysis as requested by management.

Qualifications

Associate's degree required; Bachelor's degree in Accounting, Finance, or related field preferred. 1-5 years of experience in payables or a similar financial role. Solid understanding of financial transactions and basic accounting principles. Strong communication and interpersonal skills with a client-first mindset. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and accounting software. Excellent attention to detail, analytical thinking, and problem-solving abilities. Ability to manage multiple priorities in a fast-paced environment.

Skills & Competencies

Advanced proficiency in Excel and ability to quickly learn new systems. Strong organizational and prioritization skills. Ability to work independently and collaboratively within a team. Adaptability to change and openness to new procedures. Clear written and verbal communication. Critical thinking and resilience under pressure.

Working Conditions

This role is primarily sedentary and performed in a traditional office or remote setting. It requires standard physical abilities such as sitting, typing, and communicating. Mental demands include concentration, initiative, adaptability, and alertness. Occasional business travel may be required (up to 25%).

About iA American

iA American is a wholly owned subsidiary of iA Financial Group, one of North America's largest insurance and wealth management organizations. Built through strategic acquisitions, iA American offers a robust suite of automotive protection products, reinsurance solutions, dealer support, and direct-to-consumer services.


Founded in 1892, iA Financial Group is the fourth-largest life and health insurance company in Canada. Its long-standing stability and commitment to employee development make it an employer of choice.

Investissez dans votre talent en joignant notre equipe

----------------------------------------------------------


Voyez pourquoi autant de gens choisissent iA!

Profil de l'organisation

----------------------------


iA Groupe financier, c'est la force d'une societe de taille a dimension humaine qui compte plus de 10 000 employes. Ensemble, nous avons gagne la confiance de plus de 5 millions de clients et 50 000 representants qui nous ont choisis pour leurs assurances, leur epargne et la gestion de leur patrimoine.



Avec plus de 235 milliards de dollars d'actifs, nous sommes un joueur cle dans le domaine des services financiers au Canada et aux Etats-Unis. Le secret de notre reussite? S'investir, une personne a la fois. Parce que depuis plus de 130 ans, nous croyons que c'est en soutenant chacun de nos employes et en nous entourant de leaders parmi les plus reputes de l'industrie que nous pouvons continuer d'innover.



Chez iA, on s'investit, pour vous.

Notre engagement en matiere de diversite et d'inclusion

-----------------------------------------------------------

Chez iA Groupe financier, nous appuyons et nous celebrons la diversite. Nous nous efforcons de fournir un milieu de travail reconnu comme inclusif pour tous, sans egard a l'origine ethnique, a la nationalite, a la langue, aux croyances religieuses, au genre, a l'orientation sexuelle, a l'age, au statut civil, a la situation familiale ou a un handicap physique ou mental.


Notez que si vous avez besoin d'aide ou d'assistance pour rendre le processus de recrutement plus accessible pour vous, veuillez nous ecrire. Une personne de notre equipe se fera un plaisir de repondre a vos besoins.


As a

Client Accounts Specialist

, you will play a key role in ensuring accurate and timely financial transactions for our clients. You'll manage commission payments, claims, cancellations, and refunds, while maintaining strong communication and collaboration across departments. This role is ideal for someone who is detail-oriented, client-focused, and eager to contribute to a dynamic and evolving team.

Key Responsibilities

Process and manage client commission payments with precision and timeliness. Coordinate claims payments and resolve discrepancies in collaboration with internal teams. Handle cancellations and refunds in accordance with company policies. Prepare and distribute client statements, ensuring accurate documentation. Act as a primary contact for client inquiries related to payments, delivering clear and professional support. Partner with internal departments to resolve client issues and enhance service delivery. Stay informed on industry regulations and internal policies related to financial transactions. Contribute to process improvement initiatives to drive operational efficiency. Generate reports and provide analysis as requested by management.

Qualifications

Associate's degree required; Bachelor's degree in Accounting, Finance, or related field preferred. 1-5 years of experience in payables or a similar financial role. Solid understanding of financial transactions and basic accounting principles. Strong communication and interpersonal skills with a client-first mindset. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and accounting software. Excellent attention to detail, analytical thinking, and problem-solving abilities. Ability to manage multiple priorities in a fast-paced environment.

Skills & Competencies

Advanced proficiency in Excel and ability to quickly learn new systems. Strong organizational and prioritization skills. Ability to work independently and collaboratively within a team. Adaptability to change and openness to new procedures. Clear written and verbal communication. Critical thinking and resilience under pressure.

Working Conditions

This role is primarily sedentary and performed in a traditional office or remote setting. It requires standard physical abilities such as sitting, typing, and communicating. Mental demands include concentration, initiative, adaptability, and alertness. Occasional business travel may be required (up to 25%).

About iA American

iA American is a wholly owned subsidiary of iA Financial Group, one of North America's largest insurance and wealth management organizations. Built through strategic acquisitions, iA American offers a robust suite of automotive protection products, reinsurance solutions, dealer support, and direct-to-consumer services.


Founded in 1892, iA Financial Group is the fourth-largest life and health insurance company in Canada. Its long-standing stability and commitment to employee development make it an employer of choice.


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