UP Analyst
Canada
Full Time
2 weeks ago
No Sponsorship
Key skills
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About this role
Role Overview
- Analyzing requests for changes to Universal Life insurance policies and assessing their impact on the insurer’s risk as well as the tax implications for clients;
- Processing, coding, and analyzing complex transactions in information systems, including various accounting tasks such as account and policy value reconciliation;
- Responding to the needs of clients and advisors regarding individual Universal Life insurance policies, including preparing policy illustrations and producing customized quotes;
- Producing financial analyses and administering complex solutions such as investment loans (IRIS) and Collateral Loan Agreements (CLA), including recovery management and the preparation of legal documentation;
- Collaborating with internal teams and partners to support complex cases, analyze data and reports, recommend process improvements, and contribute to the evolution of tools, systems, and software.
Requirements
- 1 to 2 years of experience in a similar role;
- Strong analytical skills and attention to detail;
- Proactivity, autonomy, and dynamism;
- Strong ability to manage complex cases and resolve challenging situations;
- Advanced level of French and English, both spoken and written.
Benefits
- A work environment where learning and development go hand in hand with a collective pursuit of excellence;
- A healthy, safe, equitable, and inclusive workplace where potential can be freely expressed and developed;
- The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
- Competitive benefits, including flexible group insurance, a competitive pension plan, an employee share purchase plan, vacation and wellness days, personal development support, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more.