Transaction / Client Service Technician - Vancouver, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You are detail oriented, enjoy administrative roles and are looking for a challenging career in the life insurance field? This opportunity may interest you.

Under the supervision of the team leader, tasks and responsibilities include:

Sorting and distribution of Paper mail and policy output.
Indexing of incoming client/ agent requests on Workflow system.
Creating Cashflow report.
Handling of Bank rejects.
Handling of Premium Billing transactions.
Settling of policies to make them In Force.
Day to day tasks as per the need of the team.

Does this describe you?

You have 23 years of relevant experience
You have a general college degree / diploma
You are very organized and can prioritize tasks effectively
You are very detail oriented
You enjoy collaboration
You are bilingual

We want to meet you

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'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 125 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.

At iA, we're 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.