Administrative Specialist – Advanced Underwriting

iA Financial Group (Industrial Alliance)

Administrative Specialist providing advanced administrative support for PPI's underwriting team. Managing complex cases, collaborating with advisors, and maintaining internal databases.

Posted 5/2/2026full-timeQuebec • 🇨🇦 CanadaMid-LevelSenior💰 CA$55,000 per yearWebsite

About the role

Key responsibilities & impact

Maintain internal Advanced Underwriting databases to include confidential underwriting-specific files
Establish and maintain preliminary files in accordance with the Preliminary File protocol
Collaborate closely with advisors and vendors to coordinate scheduling and special requirements
Contact doctors directly as required to clarify details and/or to help expedite handling
Ongoing collaboration with PPI Underwriter in management of complex and high‑value advanced underwriting cases
Liaise with colleagues on operations teams to ensure appropriate action is taking place on any advanced underwriting submitted cases
Conduct internet research as part of the underwriting risk assessment process
Proactively identify, escalate, and help mitigate potential underwriting risks
Determine when files need to be closed based on UW protocol and notify advisor
Work closely with Marketing Resources counterparts to manage and share applicable case information
Update weekly reports and maintain internal tracking systems as required
Take on or provide assistance with other projects or tasks as necessary

Requirements

What you’ll need

Must be fluently bilingual, both oral and written, in French and English (mandatory)
Undergraduate degree in a business-related program desirable
Minimum of 5 years’ experience in a financial environment
Industry designation(s) (FLMI, ACS, AIAA) desirable
Proven business knowledge of life insurance industry and products
Considerable experience in a highly service oriented role
Strong written and oral communication skills
Strong interpersonal skills with demonstrated ability to develop and maintain relationships
Demonstrated analytical skills and problem-solving abilities
Excellent organization and time management skills with proven ability to handle multiple tasks
Initiative to be innovative and creative with developing new ideas and concepts
Proven ability to handle confidential material with the highest level of discretion
Demonstrated maturity and ability to respond appropriately in stressful situations
Advanced degree of skill with Microsoft software applications, in particular, Word, Excel and Outlook
Internet proficiency

Benefits

Comp & perks

Hybrid work environment with flexibility to work from home up to 3 days per week
Opportunities to learn and develop skills and career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

underwritingrisk assessmentdata managementconfidentialityanalytical skillsproblem-solvingtime managementorganizational skillsbilingual communication

Soft Skills

interpersonal skillsrelationship developmentinitiativecreativitymaturitydiscretionservice orientationcommunication skills

Certifications

FLMIACSAIAA