The Manager, Advisor Compensation Support, provides daily leadership and coaching to the advisor compensation support team. This role ensures that service and quality standards are maintained and acts as an escalation point for complex advisor inquiries. The manager collaborates with various internal departments and external insurers to efficiently resolve issues related to advisor commissions.
Provide daily leadership, coaching, and development to the advisor compensation support team to ensure service and quality standards.
Coordinate workloads and optimize team operational flows to meet demand.
Act as the primary escalation point for complex or sensitive compensation files, collaborating with insurer partners.
Review service standards and response times, recommending improvements for efficiency and consistent service delivery.
Lead and review complex commission investigations, ensuring clear, consistent, and well-supported reporting.
Act as the main resource for advisors and insurer partners regarding complex compensation inquiries.
Establish and maintain strong relationships with advisors and external insurers to facilitate problem resolution.
Identify recurring issues or trends and recommend service or process improvements.
Act as a subject matter expert for compensation-related and corporate projects.
Support the advisor compensation support team in adopting compliance policies, internal controls, and regulatory requirements.
Communicate compliance policies and regulatory requirements to advisors.
Oversee the management of debit balances and recovery strategies, partnering with Finance and Compliance for risk mitigation.
Identify and support process improvement, automation, and workflow optimization initiatives.
Undertake actions that encourage, reflect, and support PPI's ESG commitments.
Promote a collaborative, inclusive, and service-oriented team environment through positive leadership, knowledge sharing, and continuous improvement.
Some travel may be required.
Minimum of 5 years of experience in the insurance industry.
In-depth knowledge of MGA advisor compensation models and commission structures.
Minimum of 3 years of experience in a team leader or senior role, providing daily leadership, coaching, training, and work coordination.
Demonstrated ability to lead and support complex commission investigations, including preparing clear and well-documented reports.
Strong analytical and financial skills, with a good understanding of basic accounting principles.
Ability to analyze workflows, identify inefficiencies, and contribute to process improvement and automation in a high-volume environment.
High attention to detail, with a high level of accuracy, consistency, and accountability.
Excellent organizational and time management skills, with the ability to manage multiple priorities and meet tight deadlines.
Advanced proficiency in Microsoft Office, particularly Excel.
Excellent written and verbal communication skills, with the ability to clearly explain complex compensation issues.
Demonstrated ability to build collaborative relationships across internal teams and with external partners.
Autonomous and results-oriented, capable of working independently while effectively contributing to teamwork.
Professionalism and discretion in managing sensitive and confidential information.
Some travel may be required.
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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