Admin Setups Specialist
iA Financial Group
- Location
- Austin, United States
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 15
- 5 days ago
Career path
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About the company
iA Financial Group
Financial services · 5,001 to 10,000 employees
iA American Warranty LP, American Amicable Group of Companies, iA American Life Insurance Company and Industrial Alliance Portfolio Management LLC are all part of iA Financial Group, one of the largest insurance and wealth management groups in North America. In the last few years, iA American has been thoughtfully built by iA Financial Group through the acquisition of several US based entities. Our suite of products and services includes automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, in-house administration, life insurance, progressive special markets, and more! iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor!
What you'll do
- Process and manage setup requests by validating documentation, approvals, effective dates, and requirements
- Configure new dealer accounts and maintain existing setups, products, programs, plans, and pricing
- Translate approved business documentation, rate cards, and instructions into system configurations
- Perform quality control to ensure data accuracy, pricing integrity, calculations, forms, and dates align
- Collaborate with cross-functional teams to resolve discrepancies and support implementations
- Research and correct setup-related issues impacting reporting, commissions, reserves, and processing
- Participate in testing, validation, process improvements, and maintenance of training documentation
What you need
- 2-4 years of experience in administrative systems, operations, implementation support, pricing support, contract administration, or a related field
- Experience interpreting business documentation and translating requirements into system configurations
- Proficient in Microsoft Office applications, particularly Excel and Outlook, and workflow and CRM tools such as Salesforce
- Communicates effectively about setup requirements, discrepancies, and process impacts
- Attention to detail, organizational skills, analytical thinking, and problem-solving abilities
- Applicants must be authorized to work for any employer in the U.S.
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Perks
- Flexible Health
- Dental
- Vision insurance
- 401(k) + company match
- PTO Plan
- employee and family assistance program
- ergonomic furniture program
- performance bonus
See full description on company page, apply now