Agent, Client Service and Administration

iA Financial Group; Montreal (administrative region); Hybrid; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Group insurance

Vacation time

Telemedicine services

Employee and Family Assistance Program

iA product discounts

Job summary

iA Financial Group in Montreal is seeking an Agent, Client Service and Administration to process client requests and transactions while delivering an outstanding customer experience in the insurance and administration space. The role emphasizes attention to detail, autonomy, and strong communication; a college diploma and 1–2 years in relevant fields are preferred.

Hybrid work with competitive benefits is offered.

Qualifications

• College diploma in administration, insurance and financial services or related field is preferred.
• 1–2 years of experience in administration, customer service, or insurance/financial services.
• Strong attention to detail, autonomy and analytical abilities required.
• Excellent verbal and written communication, with French proficiency.

Responsibilities

• Process new insurance applications using our systems and tools.
• Ensure transactions comply with business rules and procedures.
• Issue contracts and prepare appropriate correspondence.
• Respond to client calls and written inquiries regarding policy administration.
• Manage day-to-day transactions including banking changes and renewals.
• Maintain high productivity and accuracy; escalate complex cases as needed.
• Participate in team meetings and contribute ideas for improvement.

Skills

Attention to detail

Autonomy

Analytical abilities

Verbal and written communication

French fluency

Microsoft Office

Education

College diploma in administration, insurance and financial services (asset) or related field

Tools

Microsoft Office Suite

Job description

Build the Future with Us

Are you passionate about administrative work and customer service? Do you take pride in delivering a high-quality client experience within the individual insurance and administration sector? Do you excel at building trusted professional relationships and want to contribute to a growing and evolving business network? If so, this opportunity is for you!

As a Agent, Client Service and Administration, you will play a key role in processing client requests and transactions while helping to deliver an outstanding customer experience.

This position offers an excellent opportunity to showcase your administrative skills and fully realize your potential within a caring and trusted organization. Here, people and professional development are at the heart of everything we do, fostering an environment that encourages collaboration, innovation, and continuous growth.

What You'll Accomplish With Us

As a Agent, Client Service and Administration, you will be at the heart of our mission. Your key responsibilities will include:

• Processing new insurance applications using our systems and tools
• Ensuring transactions comply with business rules and established procedures
• Issuing contracts and preparing the appropriate correspondence
• Responding to client telephone calls and written inquiries regarding policy administration
• Managing day-to-day transactions, including banking changes, beneficiary updates, coverage modifications, and annual renewals
• Maintaining a high level of productivity and accuracy
• Escalating complex cases through established processes
• Actively participating in team meetings and contributing ideas for continuous improvement

What Could Accelerate Your Success in This Role

We're looking for someone who:

• Holds a college diploma in administration, insurance and financial services (an asset), or a related field
• Has 1 to 2 years of relevant experience in administration, customer service, or insurance and financial services
• Is recognized for their attention to detail, autonomy, and analytical abilities
• Possesses excellent verbal and written communication skills
• Demonstrates the ability to manage multiple tasks simultaneously while maintaining strong organizational and prioritization skills
• Has an excellent command of the Microsoft Office Suite
• Has an excellent command of French, both spoken and written, as the role requires daily communication with French-speaking clients and the handling of documentation in French

Why You'll Love Working With Us

• A work environment where learning and development go hand in hand with a shared commitment to excellence
• A healthy, safe, equitable, and inclusive workplace where people can thrive and reach their full potential
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces
• Competitive benefits, including group insurance, vacation time, telemedicine services, an Employee and Family Assistance Program, discounts on iA products, and much more!

At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply. Your place may be with us, and we would love to get to know you.

Please note that this is an eighteen-months (18) fixed-term contract position. This opportunity offers a valuable chance to contribute meaningfully to our operations while developing your expertise within an organization recognized for its commitment to employee growth and development. Although temporary in nature, this role provides the opportunity to work in a dynamic and collaborative environment, tackle stimulating challenges, gain hands-on experience, and make a lasting impact within the team.