Client Service Administrator

Accounting and Finance
Customer Service
Administrative Support
Temporary Job Full time
February 5, 2019
Updated on
March 6, 2019
Valid until

Reporting to the manager of administration, the incumbent is responsible for processing applications and client change requests for all administered groups.

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.


Reporting to the manager of administration, the incumbent is responsible for processing applications and client change requests for all administered groups.

To be able to adequately handle the job’s responsibilities, the incumbent requires a sound knowledge of the division’s administrative processes, products and contractual provisions, and must be well versed in insurance regulations, company rules and guidelines.

The incumbent will regularly interact with various team members to ensure that applications and clients’ requests for information are handled efficiently and effectively. In addition, the incumbent must be proficient in multiple administrative systems and be well organized in order to process all work in accordance with the various billing deadlines.

1. Application Processing
Process group insurance applications, while adhering to the department’s standards in terms of processing timeframes as well as the applicable group policy and product underwriting rules and administrative procedures. This includes:
• screening applications for applicable eligibility criteria and missing information
• requesting and following up on outstanding administration
• approving or declining applications that fall within defined criteria
• preparing and forwarding approval and decline letters to applicants and policyholders
• data entry of approved applicant information into our systems (AMS & CLASS) to facilitate administration of the insured record
• ensuring the applicant file is complete and in order in preparation for imaging

2. Maintain Client Records
• processing client change requests as per the application in accordance with established procedures and unique group policy administrative requirements – examples include: name and address changes, requests for benefit, reduction/termination or reinstatement, beneficiary changes, etc.
• updating CLASS records and creating/sending client correspondence

• high school certificate supplemented by post secondary business courses/program

• minimum of 1-2 years of office experience, preferably in the financial services industry

• excellent verbal and written communication skills
• previous customer service experience would be an asset
• detail orientation, excellent organizational skills and the ability to handle a wide range of diverse tasks
• ability to work well under pressure and meet deadlines
• intermediate level Word skills
• strong team player, able to work with a diverse group of people
• bilingual (English/French) would be a significant asset

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to