Job Description

Agency Support Agent

Build the future with us

Are you driven by operational support, customer service, and collaboration with the sales force and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Agency Support Agent, you will play a key role in the smooth operation of agency activities by providing comprehensive, high‑quality support to leadership teams, the sales force, and clients.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As an Agency Support Agent, you’ll be at the core of our mission. Here are the main responsibilities:

• Welcome and support clients, in person or by phone, by delivering a professional, high‑quality experience.

• Ensure clear communication and effective collaboration with the sales force, directing requests to the appropriate expertise within the Career Support and Services Center when required.

• Provide operational support to the sales force, including contract processing, onboarding and integration of new advisors, and managing advisor departures.

• Support the Agency Director in daily activities, including meetings, calendar management, organization of agency activities, communication, implementation of administrative processes, report compilation, and document drafting as needed.

• Provide administrative support to the entire team, including documenting cabinet tasks, maintaining the agency register up to date, and promoting the use of electronic tools.

• Contribute to the management of agency facilities, mail, office supplies, and perform any other ad hoc tasks or mandates assigned by management.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their excellent customer service mindset and the ability to actively listen to the needs and expectations of clients and the sales force.

• Stands out for their strong communication skills and interpersonal abilities, fostering effective and harmonious collaboration.

• Demonstrates strong adaptability to change, a proactive attitude, and high daily motivation.

•  Is recognized for their positive team spirit, autonomy, and the ability to work independently while contributing to collective success.

• Has 5 to 7 years of experience in the customer service sector.

Position Details:
• On‑site position
• Team service hours: 8:30 a.m. to 4:30 p.m.
• Work schedule: 35 hours per week, Monday to Friday
• Clientele: Clients and sales force

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.

• A healthy, safe, fair, and inclusive environment 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: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

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.