This role involves leading regional office operations, enhancing customer experience, and developing marketing strategies for the Special Markets line of business within Group Benefits & Retirement Solutions. The director will focus on operational excellence, service delivery, marketing strategy and execution, and team leadership, talent, and culture. The position also contributes to digital transformation initiatives aimed at ensuring clients feel confident and secure about their future.
Lead regional office operations (administration, client service, underwriting) to meet service, quality, and turnaround standards.,Leverage continuous improvement models (A3, Kaizen, DMS) for scalability.,Implement the Fast, Friendly, First touch (FFF) model to maximize first-contact resolution and simplify the client journey.,Provide direction on special risk underwriting, quotations, policy issuance, amendments, and renewals.,Build and execute comprehensive marketing strategies and campaigns.,Conduct quantitative and qualitative market analysis with Distribution teams.,Identify and activate profitable growth opportunities with Affinity, Partnerships, and cross-functional stakeholders.,Provide market intelligence and ensure product positioning reflects competitive advantages.,Support the development and deployment of new products.,Lead presentations to clients, partners, and internal stakeholders.,Develop cross-sell strategies within Special Markets and across iA divisions.,Provide strategic input on digital transformation initiatives supporting voluntary product sales.,Develop team skills and versatility, fostering a culture of high performance and innovation.,Implement initiatives to enhance team capabilities and operational effectiveness.,Collaborate with senior leadership on escalation and issue-resolution processes.
Recognized for exceptional leadership and team-management capabilities.,Demonstrates strong communication, analytical, and synthesis skills.,Brings solid knowledge of the group benefits and/or special risks market.,Excels at planning, organizing, and setting clear priorities.,Applies Lean philosophy consistently in leadership practices.,Action- and results-driven, with strong teamwork orientation.,8+ years of experience in insurance or financial services.,5+ years in management.,Advanced knowledge of the English language.
Must be willing to travel quarterly to regional offices.
iA Financial Group is one of the largest insurance and wealth management groups in Canada, also operating in the United States. Founded in 1892, it offers a comprehensive range of life and health insurance, savings and retirement plans, mutual funds, and securities to protect the financial wellbeing of its clients.
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