Universal Life Insurance Analyst Role

Join iA Financial Group as a UP Analyst and help clients ensure their financial security. This role emphasizes analysis and innovation in Universal Life insurance products and financing solutions.
The UP Analyst position focuses on optimizing complex files related to insurance products. With 1 to 2 years of relevant experience, you will assess policy changes and interact with both clients and advisors. This role is perfect for proactive individuals looking for a collaborative and inclusive workplace.
Key Responsibilities:
• Evaluate policy change requests and their risk impacts
• Manage financial transactions and reconciliation tasks
• Respond to client inquiries regarding insurance policies
• Produce customized quotes and policy visuals
• Recommend improvements in tools and processes
Requirements:
• Minimum 1 year of experience in a similar role
• Strong attention to detail and analytical ability
• Fluency in both French and English
• Capability to ...

Ready to Apply?

Submit your application today and join our talented team at Iaawg.

Submit Application