Agency Support Representative (Dorval)

Industrial Alliance Insurance and Financial Services Inc; Montreal; On-site; CAD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Industrial Alliance Insurance and Financial Services Inc in Dorval is seeking an Agency Support Representative to help client service and sales teams run smoothly. This on-site role focuses on welcoming clients, supporting advisors, coordinating onboarding, calendar management, and ensuring efficient administrative processes within the Career agency.

You will collaborate with the sales force and leadership, maintain facilities, manage mail and office supplies, and contribute to process

Responsibilities

• Welcome and assist clients and sales representatives, both in person and over the phone, while providing professional and courteous service
• Ensure effective communication and collaboration with the sales force and the Career Support and Service Centre, directing requests to the appropriate specialists when needed
• Provide administrative and operational support to the sales force, including activities related to advisor contracting, onboarding, integration, and offboarding
• Support the Agency Director with activity coordination, calendar management, meeting preparation, report compilation, and the implementation of new administrative processes
• Contribute positively to agency operations by helping manage facilities, mail, office supplies, and by documenting processes and tasks related to agency activities

Job description

• Job category: Customer Service and Administrative Support

Are you passionate about client service and sales support? Would you like to contribute to an organization whose purpose is to help clients feel confident and secure about their future?

As an Agency Support Representative (Dorval), you will play a key role in the smooth operation of Career agencies by providing comprehensive, coordinated, and professional support to clients, the sales force, and the leadership team. This position offers an excellent opportunity to showcase your interpersonal and administrative skills while growing in a dynamic, evolving environment. At iA, people and their development are at the heart of everything we do, fostering a culture of collaboration, trust, and continuous improvement.

What You Will Accomplish With Us

As an Agency Support Representative (Dorval), you will be at the heart of the Career agency mission. Your main responsibilities include:

• Welcome and assist clients and sales representatives, both in person and over the phone, while providing professional and courteous service
• Ensure effective communication and collaboration with the sales force and the Career Support and Service Centre, directing requests to the appropriate specialists when needed
• Provide administrative and operational support to the sales force, including activities related to advisor contracting, onboarding, integration, and offboarding
• Support the Agency Director with activity coordination, calendar management, meeting preparation, report compilation, and the implementation of new administrative processes
• Contribute positively to agency operations by helping manage facilities, mail, office supplies, and by documenting processes and tasks related to agency activities

What Could Help You Succeed in This Role

We are looking for someone who:

• Is recognized for providing outstanding customer service and for understanding the needs of both clients and the sales force
• Demonstrates strong communication and interpersonal skills
• Exhibits a proactive attitude, high motivation, and a positive team-oriented mindset
• Works independently, demonstrates attention to detail, and adapts easily in a changing environment
• Has relevant experience in administration, office support, or a related field
• Is fully proficient in French (spoken and written) and able to communicate professionally and confidently with clients, advisors, and internal partners
• Has an intermediate level of English proficiency, as the person in this role will be required to interact on a regular basis with English-speaking internal and external partners as part of their responsibilities

Why You'll Love Working With Us

• A dynamic, people-focused, and evolving work environment where your contribution truly makes a difference
• A healthy, safe, equitable, and inclusive workplace that promotes collaboration and respect
• An on-site position at the heart of agency operations, with a stable 35-hour work week from Monday to Friday, along with tailored training to support your integration and development
• Competitive benefits, including a permanent on

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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.