Analyst, Platform and Benefits

iA Financial Group (Industrial Alliance); Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Job summary

iA Financial Group in Montreal, QC is seeking an Analyst, Platform and Benefits to manage group insurance tools and benefits data, while supporting clients in plan administration.

The role emphasizes analytical thinking, collaboration with internal teams, and a focus on accurate data handling and process improvement. This position is based in Montreal and requires effective communication with English-speaking clients.

Qualifications

• Has relevant experience in the group insurance industry.
• Stands out for strong analytical skills and proactive approach.
• Demonstrates problem-solving and project management skills; proficient with Excel.
• Has intermediate English proficiency for daily English communications.
• Holds a bachelor's degree in a relevant field or related experience; asset.

Responsibilities

• Manage admin activities related to group insurance plans and digital tools.
• Analyze data, diagnose issues and recommend improvements.
• Prepare, validate and transmit payroll, eligibility and other files; respond to client inquiries.
• Develop and optimize procedures for group insurance plans.
• Participate in implementation and deployment of new groups, ensuring smooth transitions.
• Act as trusted advisor to clients and plan administrators.
• Identify improvement opportunities and participate in tool testing.
• Support special projects and continuous improvement initiatives.
• Ensure compliance with service agreements and maintain high-quality service.
• Build relationships with clients and internal teams to achieve objectives.

Skills

Analytical skills

Proactive approach

Data analysis

Project management

Excel proficiency

Education

Bachelor's degree in Business Administration

Bachelor's degree in Human Resources Management

Bachelor's degree in Project Management

Tools

Microsoft Office

Office suite

Job description

Build Your Future with Us

Are you passionate about the effective administration of group insurance plans and looking to contribute to the purpose of an organization that strives to help its clients feel confident and secure about their future? As an Analyst, Platform and Benefits, you will play a key role in managing digital tools, processing benefits-related data, and supporting clients in the administration of their group insurance plans. This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

• Ensure the planning, execution and monitoring of administrative activities related to group insurance plans and the use of digital tools;
• Analyze data, resolve operational issues, diagnose anomalies and recommend solutions that support continuous improvement;
• Prepare, validate and transmit payroll, eligibility and other required files, while responding to client inquiries regarding data and reports;
• Develop, maintain and optimize operational procedures related to group insurance plans and digital tools;
• Participate in the implementation, integration and deployment of new groups by ensuring a smooth transition and taking the necessary measures to resolve critical issues;
• Act as a trusted advisor to clients and plan administrators by supporting them in the management of their group insurance plans and administrative processes;
• Identify improvement opportunities and participate in digital tool testing as a subject matter expert to ensure the quality of processes and deliverables;
• Participate in various special projects and continuous improvement initiatives based on departmental needs;
• Ensure compliance with service agreements, effectively manage priorities and maintain a high level of quality in service delivery;
• Develop and maintain collaborative relationships with clients, internal partners and various teams to ensure client satisfaction and the achievement of shared objectives.

What Could Help You Succeed In This Role

We are looking for someone who:

• Has relevant experience in the group insurance industry;
• Stands out for their strong analytical skills, proactive approach and ease with technology tools;
• Demonstrates strong problem-solving and project management skills, as well as proficiency with computer applications such as Microsoft Office, particularly Excel;
• Has an intermediate level of English proficiency, as the incumbent will be required to write emails and other written communications in English for unilingual English-speaking clients on a daily basis;
• Holds a bachelor's degree in Business Administration, Human Resources Management, Project Management, or any other relevant education or experience related to the position, which is considered an asset.

Why You Will Love Working With Us

• A work environment where learning and development are combined with a shared pursuit of excellence;
• Artificial intelligence is in everyone's hands, increasing your personal efficiency and supporting the growth of the organization;
• A healthy, safe, equitable and inclusive environment where your