iA Pension
The Policy Service Administrator ensures service levels for independent insurance advisors by processing all life insurance policy changes and maintaining accurate records in the WealthServ system. This role acts as a key resource for insurance carriers, relays critical policy information to advisors, and resolves urgent issues to support seamless commission reporting. Responsible for maintaining compliance, timely processing of requests, and updating servicing advisors on current policy statuses within a hybrid work environment.
iA Pension is the financial advisor portal of iA Groupe financier (Industrielle Alliance), offering group retirement and savings products across Canada, including the Voluntary Retirement Savings Plan (RVER) for Quebec. The platform provides financial advisors with tools, resources, and online RVER application capabilities to support client prospecting and plan setup. iA Groupe financier operates as a personal insurance company with over 60 years of experience in group savings and retirement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iA Pension.
13% below the average for this role