Teams at iA Financial Group

Processes life insurance applications from submission through policy issue, settlement, and commission. Responsibilities include ordering underwriting requirements, reviewing documentation, maintaining accurate records in WealthServ, coordinating with advisors, carriers, and paramedical facilities, resolving underwriting issues, obtaining signatures, and ensuring timely, compliant service. The role requires strong organization, data entry accuracy, communication, confidentiality, and relationship-management skills.

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.