Key Account Specialist

Project Management - BA
Group insurance
Project Management
March 13, 2018
Updated on
April 25, 2018
Valid until

As a Key Account Specialist, you will take a lead role in new business implementation, renewal of group policies, and product development initiatives.

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.


Located in Vancouver, we are currently looking for a detailed oriented and well organized Key Account Specialist. Are you someone who enjoys challenges, has the ability to juggle several priorities at the same time and possesses an unparalleled level of customer service? Do you have excellent relationship building skills? Do you want to be responsible for the success of a process from beginning to end while working closely with your internal and external partners? If so, then this position is for you.

As a Key Account Specialist, you will take a lead role in new business implementation, renewal of group policies, and product development initiatives by:

Identifying, obtaining and reviewing all relevant information and documents to ensure consistency through the department

Coordinating the tasks assigned to various internal partners

Creating a personalized project for each client and determining the necessary tasks, taking into account all aspects required in the proposed project: Administrative details, technology, plan design, special products, dedicated service

Meeting with clients and brokers/consultants to ensure that the implementation plan meets the needs of all stakeholders

Scheduling and coordinating internal meetings with key stakeholders from all departments involved

Managing change requests or deadline changes and taking the necessary steps to resolve problems that may arise

Acting as a point of contact between clients and internal team to ensure professional and consistent communications standards in both English and French.

Actively sharing knowledge and experience to enhance the development of all team members by creating and presenting training materials on products administration and processes. Working closely with the Client Relationship Manager to identify those support requirements

Keeping the internal teams informed of all the changes to either product, materials or processes and document those changes.


5+ years of solid experience in group insurance

Strong written and verbal communication skills

Bachelor’s degree in administration or equivalent

Project management experience and PMP designation is an asset

Ability to work in a fast-paced, market-driven environment, juggling multiple initiatives, re-establishing priorities on a continuous basis

Ability to manage multiple projects with tight deadlines at the same time

Ability to build trusting relationships to achieve a common goal

Bilingualism in French and English