Transaction Technician

Original job posting

The Transaction Technician is responsible for processing administrative operations related to insurance contracts, including premium payments and beneficiary updates. They also manage bank payment rejections and ensure policies remain in force through regular administrative maintenance.

Job details

Job Description Transaction Technician, Individual Insurance Build the future with us Would you like to contribute to delivering accurate and efficient administrative services in the field of individual insurance? As a Transaction Technician, you will play a key role in processing administrative operations related to insurance contracts and maintaining the accuracy of client records. This position is an excellent opportunity to showcase your skills and reach your full potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation. What you will accomplish with us As a Transaction Technician, you will be at the core of our mission. Your main responsibilities will include: Applying client premium payments to their respective insurance policies Processing changes to client records, including beneficiary updates, payment method changes, and other administrative modifications within the Workflow system Managing and following up on bank payment rejections Processing transactions related to premium billing Regularizing policies to ensure they remain in force Participating in various day-to-day administrative activities based on the team's needs What could help you succeed in this role We are looking for someone who: Is recognized for excellent organizational and planning skills Demonstrates strong analytical abilities and rigor in task execution Has a proven ability to manage priorities effectively in a dynamic environment Can maintain accuracy and efficiency while working in a high-volume transaction-processing environment Has a strong customer-focused mindset and understands the importance of contributing, through administrative excellence, to a simple, efficient, and positive experience for clients and advisors Is known for attention to detail and commitment to quality Holds a general college diploma (DEC) or equivalent Has 2 to 3 years of relevant experience in the insurance industry or a related field Has experience in insurance administration or within a Managing General Agency (MGA), considered a strong asset Has knowledge of life insurance, considered an asset Is proficient with the technology and computer tools required to perform the role Why you'll enjoy working with us A workplace where learning and development are combined with a shared pursuit of excellence Artificial intelligence tools available to everyone, helping increase personal effectiveness and support organizational growth A healthy, safe, equitable, and inclusive environment where your potential can thrive A hybrid work environment supported by flexibility and access to inspiring, innovative workspaces A comprehensive benefits program including flexible group insurance, vacation time, telemedicine, an employee and family assistance program, and more Apply today and take your career to the next level! Your talent matters here. Not sure you meet every requirement? At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply. Your place may be with us, and we would love to get to know you. The typical salary range for this position is between $47,544 and $78,090 CAD per year. The base salary offered may vary depending on knowledge, skills, years of experience, and internal equity considerations. At iA, we are committed to providing fair, competitive, and market-aligned compensation. Market data is reviewed annually to reflect current employment conditions. Please note that this is a temporary 12-month contract position. This opportunity offers a great way to gain experience within a recognized organization while developing your insurance expertise and expanding your professional network. Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Company iA Financial Group Posting End Date 2026-10-12 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.

What you’ll do

The Transaction Technician is responsible for processing administrative operations related to insurance contracts, including premium payments and beneficiary updates. They also manage bank payment rejections and ensure policies remain in force through regular administrative maintenance.

Requirements

Candidates should hold a general college diploma (DEC) or equivalent and possess 2 to 3 years of relevant experience in the insurance industry. Strong organizational skills, analytical abilities, and proficiency with computer tools are essential for success in this high-volume environment.

Benefits

• Flexible group insurance
• Vacation time
• Telemedicine
• Employee and family assistance program
• Hybrid work environment

Listed skills

• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative operations
• Insurance contract processing
• Data accuracy
• Workflow system management
• Premium billing
• Policy regularization
• Organizational skills
• Analytical abilities
• Task execution
• Customer-focused mindset
• Attention to detail
• Life insurance knowledge
• Computer proficiency
• Insurance Industry
• Professional Networking
• Planning
• Analytical Skills
• Billing
• Management
• Customer Service
• Equities
• Financial Services
• Innovation
• Insurance Policies
• Market Data
• Operations
• Wealth Management
• Telehealth
• Workflow Management Systems
• Transaction Processing (Business)
• Detail Oriented

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Transaction Manager
• Claims Processor
• Statistical, Finance and Insurance Clerks
• Insurance Claims and Policy Processing Clerks