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iA Financial Group

Canadian insurer and wealth manager

Agent Contracting Representative

InsurancePosted on Nov 10
Full-timeWaco, TX, USA

About the Job

Requirements

  • At least 2 years of administrative and/or customer service experience.
  • Proficiency with Microsoft Office and ability to quickly learn new software systems.
  • Strong attention to detail and accuracy.
  • Organizational and time-management skills.
  • Research, problem-solving, and analytical abilities.
  • Written and verbal communication skills.
  • Ability to work independently and collaboratively.
  • Ability to adapt to changing priorities and procedures.
  • Authorization to work for any employer in the United States.

Responsibilities

  • Process new agent contracts and reinstatements.
  • Review contracting paperwork for completeness and accuracy, following up with agents, IMOs, and agency managers as needed.
  • Build and maintain agent records, including contracts, licensing, appointments, hierarchies, AML training, and contact information.
  • Respond to contracting inquiries through phone calls and chats while providing customer service.
  • Research state insurance licensing, appointment, and contracting requirements to ensure compliance and accurate processing.

About the Company

iA Financial Group

Canadian insurer and wealth manager

iA Financial Group is a large insurer and wealth manager operating in Canada, with a presence in the United States. It offers a range of insurance products (such as life, health, and property and casualty) and wealth management services, including investments and financial planning, to individuals and businesses. The company serves customers through its insurance and asset management products, helping clients protect against risks and grow their savings and investments over time. iA Financial Group differentiates itself by its long history (founded in 1892), its scale as one of the largest players in Canada, and its status as a publicly traded company on the Toronto Stock Exchange (tickers IAG for common shares and IAF for preferred shares), with operations spanning Canada and the United States. Its goal is to provide reliable insurance protection and growth-focused wealth management solutions to a broad client base, aiming to be a leading financial services group in North America.

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

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