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iA American

Insurance and wealth management group

Agent Support Representative

Customer SupportPosted on Nov 13
Full-timeWaco, TX, USA

About the Job

Requirements

  • At least one year of customer service experience; call center or contact center experience is preferred.
  • Fluency in Spanish and English, including the ability to read, write, speak, and translate between both languages.
  • Strong computer skills, including Microsoft Office, and the ability to learn new software systems quickly.
  • Ability to type at least 35 words per minute.
  • A high school diploma or GED equivalent.
  • Ability to meet department key performance indicators, goals, and attendance expectations.

Responsibilities

  • Communicate with customers through inbound and outbound phone calls, chats, emails, and written correspondence in English and Spanish to resolve inquiries promptly and effectively.
  • Explain policy coverage information and answer questions about policy benefits, updates, and servicing needs.
  • Assess customer requests and determine when to escalate matters to management or forward them to other departments for further review.
  • Update policies accurately, maintain detailed service logs, and provide follow-up communication when necessary.
  • Develop and maintain knowledge of company products, policies, procedures, and compliance requirements while contributing to departmental goals and customer satisfaction metrics.
  • Work independently and collaboratively in a fast-paced, high-volume customer service environment.

Desired Qualifications

  • Call center or contact center experience.

About the Company

iA American

Insurance and wealth management group

iA Financial Group is a large insurance and wealth management firm with operations in Canada and the United States. It provides life, disability, health, property and casualty, and other insurance products, as well as asset management and retirement and investment services. Its products work by pooling risk across many policyholders, collecting premiums, and paying claims while investing premiums to help clients grow wealth and fund financial needs. The company stands out from competitors through its long history (founded in 1892), its public listing on the Toronto Stock Exchange, and its integrated mix of insurance and wealth management offerings across two countries, supported by a strong capital base. Its goal is to help individuals and institutions protect against financial risk and build and preserve wealth over time.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Quebec City, Canada
Founded
1892

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