Insurance Contracting
4 weeks ago
Requisition ID 13089 - Location: Canada - Division: IG Insurance Mortgage & Banking
Location: Montreal, Toronto, Winnipeg
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. 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.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. 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.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively. We encourage applications from all qualified candidates that represent the diversity present across Canada.
DEPARTMENT SUMMARY:
I.G. Insurance Services Inc. distributes a full suite of life insurance, living benefit and group insurance products from four insurance partners to IG Wealth Management clients.
POSITION SUMMARY
The Contracting & Transfer Specialist is responsible for National Account Insurance contracting and transfer activities including day-to-day business processes related to insurance business transfers and coordination of transfer payments. The specialist supports the Manager on escalations related to Insurance carrier selling codes, agent of record changes, and orphan policy management.
DUTIES INCLUDE:
- Ensure timely connections are made between new Advisors and insurance carriers to initiate business transfers.
- Work with new Advisors to accommodate in-force insurance business by coordinating transfers with insurance carriers & external MGAs from initiation to completion.
- Assist with escalations associated with Agent of Record changes.
- Maintain and update content related to insurance business transfers, agent of record changes, and insurance selling code procedures.
- Support the creation of communications for all audiences on notable changes and process improvements.
- Maintain tracking of insurance business transfers.
- Support activities related to the reassignment of Orphaned Insurance Business.
QUALIFICATIONS:
- Insurance contracting & transfer experience in an insurance industry position.
- Bilingual French, verbal and written.
- Completion of related post-secondary education in a relevant business discipline.
- Proven record of delivering exceptional service.
- Strong team player that values relationship building, collaboration, and communication.
- Ability to communicate complex business and technical information in a clear concise manner.
- Strong problem-solving and critical thinking skills.
- Highly organized and able to deal with multiple demands from various stakeholders.
- Proficient with MS Office suite Excel, PowerPoint.
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
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.
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