Manager Insurance Contracting & Transfers
Requisition ID Posted - Location (2) - Canada - Province of Job Posting (3) - Career Site (2)

Division:
IG Insurance Mortgage & Banking
IGM Financial Inc.

is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. At IG Wealth Management, our vision is to inspire financial confidence.
We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.

for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Insurance Services Inc.

distributes a full suite of life insurance, living benefit and group insurance products from four insurance partners to Investors Group clients.

The department maintains all aspects of the relationships with our insurance partners and Investors Group consultants including product management, compensation, reporting and business planning.

The Manager, Contracting & Transfers, is responsible for all National Account Insurance contracting and transfer activities including the management of business processes related to insurance business transfers and coordination of transfer payments.

In addition, the Manager Contracting & Transfers will be responsible for handling escalations related to Insurance carrier selling codes, agent of record changes and orphan policy management.

The Insurance Contracting Manager works with new Consultants, the Talent Acquisition Team, Field Directors, Region Office Management, Insurance carrier companies as well as MGAs to ensure the smooth transition of business and timely resolution of escalations.

The Insurance Contracting Manager is the key liaison with external carriers for the accommodation of in force insurance business and ongoing tracking procedures associated to accommodating business.

This individual will also be responsible for creating and updating reporting related to the activities being supported as well as the creation and documentation of procedures and reference material for the field, and internal audiences.

Management of the Insurance Business Transfer Process

Work with new Consultants to accommodate their in-force insurance business by coordinating with insurance carriers & external MGAs to perform all business transfer processes as required.

Includes working with Region Office operations team, Insurance carriers and consultants on escalations associated to Agent of Record changes.

Insurance Selling Code setups and challenges
People Management

This role will be supported by a Specialist that will assist with the day-to-day duties required to accommodate insurance business.

Mentorship as well as objective setting and performance management will be requirements.
Create, maintain as well as enhance insurance business processes focusing on support of all insurance contracting activities.

Ensure content related to insurance business transfers, agent of record changes, insurance selling code procedures are up to date on the following internal platforms: Advantage Plus, Sierra, FDR, internal SharePoint business process documentation.

Participation in Insurance Carrier Meetings to develop relationships and address insurance contracting process challenges.
Create and maintain reporting on insurance business transfers.
Track and monitor trends related to insurance contracting escalations.
Monitor and report on Orphaned Insurance Business
4+ years of related contracting & transfer experience in an insurance industry position
Strong team player that values relationship building, collaboration and communication.
Ability to communicate complex business and technical information in a clear concise manner.
Proficient with MS Office suite Excel, Power Point
French (verbal and written) would be an asset.

We thank all applicants for their interest in IG Wealth Management; IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience.

If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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