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Manage and develop client services administration team, oversee daily workflows and performance management, implement process improvements using LEAN and AI, lead client-focused initiatives and cross-functional projects, and drive service quality, efficiency, and employee development in a hybrid environment.

Sell group insurance and employee benefits (health, dental, life, disability, retirement, wellness) to employers by prospecting, conducting needs assessments, delivering proposals, negotiating and closing contracts, and managing client relationships while collaborating with underwriting, product, and marketing teams.

Lead integrated communications strategy and executive messaging for the CEO and senior leaders in a regulated wealth-management environment. Develop high-impact content (speeches, talking points, forums, channels), govern executive priorities and communications cadence, drive cross-functional alignment, measure outcomes tied to business objectives, and advise leadership on positioning, risk, and engagement to align advisors, employees, investors, and stakeholders.

Provide high-level administrative support to the Vice President and leadership team: manage calendars, travel, expenses, correspondence, meetings, procure supplies, enter accounting data, install/team software and manage security access, and collaborate with other administrative staff to support operational and regulatory tasks.

Provide administrative support to the Claims team by screening and routing inquiries, managing mail and digital imaging, preparing client correspondence, conducting system searches, updating claim files and payment status, and communicating with clients and internal teams to obtain missing information and resolve inquiries.

Lead and oversee operations teams (New Business, Policy Service, office admin) to meet productivity, quality, and service standards. Hire, coach, and develop staff; manage workflow, audits, reporting, and escalations; drive process improvements, change initiatives, and cross-functional collaboration with Sales and national teams. Support ESG initiatives and execute special projects to enhance advisor experience and operational efficiency.

Promote iA Life Insurance products and build relationships with independent financial advisors. Deliver product and software training, solicit and maintain advisor contacts, create presentations, respond to inquiries, and attend conferences and events.

Consultant - Dealer Services develops tailored action plans, conducts dealer visits, trains Financial Service Managers using PACT/Lean, promotes Unifi 2.0, maintains dealer relationships, and supports administrative, compliance, and internal collaboration tasks to improve dealership business office performance.

Serve as the primary contact for a portfolio of group insurance clients in Western Canada, managing relationships, presenting and training clients, supporting sales opportunities, communicating product and industry updates, improving service models, and collaborating with internal teams to drive client satisfaction and retention.

Design, develop and operationalize predictive models and AI solutions using internal and external data. Identify analytics opportunities, communicate results to stakeholders, promote AI adoption, and collaborate with multidisciplinary teams.