Manager, Exclusive Services

Are you recognized for your expertise and leadership? Do you stand out through your rigor, collaborative mindset, and creativity? Are you motivated by leading a dynamic team of professionals and actively contributing to their development?

As a Manager, Exclusive Services, you will play a key role in delivering proactive and personalized service to our clients and sales force. You will act as a facilitator between administrative teams and various internal and external partners, including Managing General Agencies (MGAs) and reinsurers.

You will lead a multidisciplinary team comprised of complex case analysts, universal life insurance analysts, and reinsurance administration technicians. You will also serve as a key resource for the sales force and distribution partners to maintain strong business relationships and gather valuable feedback.

This position offers an excellent opportunity to showcase your expertise and realize your full potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

As a Manager, Exclusive Services, you will be at the core of our mission. Your key responsibilities will include:

• Proactively overseeing the progress of administration cases, including transactions, policy changes, and requests processed through IRIS, originating from advisors and Exclusive Services clients;
• Coordinating and maintaining follow-ups with internal and external partners, including MGAs, Sales Directors, and advisors;
• Providing support on decisions, processes, and ad hoc issues to facilitate the advancement of complex cases;
• Meeting regularly with members of the sales force to maintain an up-to-date understanding of processes and business needs;
• Promoting the adoption of electronic tools related to business processes and administrative guidelines among MGAs;
• Identifying and recommending opportunities for improvement within administrative operations based on partner feedback;
• Approving transaction requests involving significant financial risk, up to $1,000,000;
• Engaging, coaching, and supporting the development of a multidisciplinary team;
• Building and maintaining strong business relationships with internal partners, the sales force, and distribution partners;

We're looking for someone who:

• Is recognized for their ability to lead and develop high-performing teams;
• Stands out for their rigor, organizational skills, and ability to manage multiple projects and priorities simultaneously;
• Demonstrates strong analytical and critical thinking skills, allowing them to effectively solve complex problems;
• Is known for their customer focus, collaborative mindset, and ability to build strong and lasting business relationships with a variety of stakeholders;
• Holds a bachelor's degree in business administration or another relevant field;
• Has a minimum of five (5) years of relevant experience;
• Has experience supervising employees, coordinating activities, or providing customer service (an asset);
• Has knowledge of individual insurance products and systems (an asset);
• Possesses a solid understanding of the financial services industry;
• This role involves supervising employees across Canada and collaborating with MGAs and sales force partners nationwide. As part of these responsibilities, French is required to communicate effectively with stakeholders whose primary working language is French;

• A work environment where learning and development merge with a collective pursuit of excellence;
• AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
• A healthy, safe, equitable, and inclusive environment where your potential can be fully expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Flexible group insurance plans;
• Competitive retirement savings plan;
• Employee share purchase plan;
• Vacation program, wellness days, and personal development days;
• Telemedicine services;
• Employee and Family Assistance Program (EFAP);
• Ergonomic furniture program;
• Performance bonus;
• Discounts on iA products;
• And much more!

At iA, we believe in potential and value diverse experiences. If this opportunity inspires you, we encourage you to apply. Your place may be with us, and we would love to get to know you.

The typical hiring range for this position is between $96,861 and $139,208 per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity.

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.