# Remote #Permanent #Vancouver #Calgary Sales and Service Administrator KEY ACTIVITIES:
1. Administration

• issue new policies, renew and process mid\xe2\x80\x90term and policy changes
• coordinate and prepare client quotes
• review experience and perform premium calculations
• create/modify customized Word documents, Excel spreadsheets, Access databases and PowerPoint presentations
• recommend/develop special administration for clients
• make recommendations to improve department efficiency
• monitor, update and distribute policy summaries/forms

\xc2\xb7 proofread forms for brokers/clients/others \xc2\xb7 assess and problem solve premium processing issues

• contact brokers/policyholders with premium collection issues

2. Underwriting

• receive quote requests and make product/benefit recommendations
• evaluate quote requests against established rating structures
• compose and prepare underwriting documentation for clients
• maintain quotes/reports in Access databases and/or Excel spreadsheets

3. Technical

• bind quotes and review documents for accuracy
• prepare policy issuance instructions
• review, determine benefits and write wordings for current policy change requests
• interpret policy terms and provisions

4. Customer Service

• foster relationships with brokers/clients to assist with policy implementation and administration via phone and email
• explain/defend underwriting decisions
• field accounting, administration, and licensing requests from brokers/clients
• organize broker/company events

POSITION REQUIREMENTS:

• High School Diploma and Business Administration Diploma/Certificate or related experience
• LOMA 1 and 2 considered an asset
• 2\xe2\x80\x905 years office experience; Customer service experience; Special Risk insurance experience
• Strong verbal and written communication skills and interpersonal skills.
• Excellent analytical and problem\xe2\x80\x90solving ability
• organizational and multi\xe2\x80\x90tasking skills
• Detail oriented, decisive, confident, professional, works well under pressure, team player, collaborates win\xe2\x80\x90win solutions
• Advanced working knowledge of Windows\xe2\x80\x90based applications; Ability to communicate in French is an asset

What we offer:

• Remote Job
• Flexible hours
• Medical insurance
• Retirement plan
• Vacations and flexible days
• Competitive salary

Company Overview

About

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\xe2\x80\x99re 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\xe2\x80\x99s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we\xe2\x80\x99re invested in you.

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.