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iA American

Insurance and wealth management group

Client Experience Representative

Customer SupportPosted on Nov 12
Full-timeWaco, TX, USANo salary listed

About the Job

Requirements

  • Has strong customer service and communication skills.
  • Can multitask and stay organized.
  • Demonstrates problem-solving skills and attention to detail.
  • Can think creatively and adapt quickly.
  • Has at least 2 years of experience in customer service, insurance, or a related field.
  • Has working knowledge of Microsoft Word, Outlook, and Excel, and can learn new systems quickly.
  • Types 30–35 words per minute with minimal errors.
  • Has intermediate English proficiency if needed for daily communication with clients and internal teams.

Responsibilities

  • Respond to client inquiries via phone, email, and written correspondence.
  • Provide clear explanations of policy information, coverage details, and account updates.
  • Research client accounts and documentation to resolve questions and issues.
  • Determine when requests require escalation to management or specialized departments.
  • Document all client interactions, including inquiries, concerns, and actions taken.
  • Maintain strong knowledge of company products, policies, and internal resources.
  • Ensure appropriate follow-up to guarantee full resolution.
  • Participate in special projects and support team initiatives.
  • Conduct all business in compliance with company standards, regulations, and ethical guidelines.

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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