IA Financial Group

Manager, Business Operations

IA Financial Group$90K — $110K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in the insurance industry, focusing on life insurance products and systems.
  • Proven leadership with a background in hiring, coaching, and developing teams.
  • Industry designations like ALMI, FLMI, or ACS are considered assets.
  • Strong grasp of insurance distribution, marketing, and sales environments.
  • Results-driven in managing high-volume, service-focused operations.
  • Exceptional skills in organization and time management, capable of prioritizing competing demands.
  • Excellent communication and interpersonal skills for relationship building and teamwork.
  • Strong problem-solving abilities that consider detailed issues and overall business impact.
  • High professionalism with the ability to handle confidential information discreetly.
  • Self-starter who adapts well to dynamic environments and fluctuating priorities.
  • Advanced proficiency in Microsoft Office for reporting and data analysis.

Responsibilities

  • Plan and allocate staff and resources to meet productivity and quality goals.
  • Manage the operations team, including workflow assessments and performance reviews.
  • Coach and mentor staff through ongoing development and training initiatives.
  • Promote teamwork and collaboration across departments to drive success.
  • Identify and implement controls and feedback systems for continuous improvement.
  • Lead complex case resolution aligning with operational and risk guidelines.
  • Ensure consistency in processes and service standards across regions by collaborating with operations teams.
  • Partner with Sales leadership to address issues and align on service priorities.
  • Champion high-quality advisor experiences by ensuring service delivery meets standards.
  • Oversee change initiatives and support staff during operational updates.
  • Provide insights on team performance and workload to inform data-driven decisions.
  • Conduct monthly audits to ensure operational standards are met.
  • Engage in operational meetings at local and national levels to contribute to strategic discussions.

Benefits

  • Opportunities for professional growth and development.
  • Collaboration with a dynamic and supportive team.
  • Engagement in special projects that align with individual and business goals.
  • Participation in an environment that emphasizes teamwork and continuous improvement.
  • Involvement in initiatives that align with the company's ESG commitments.
Full Job Description
Manager, Business Operations

The Manager, Business Operations is responsible for directing and overseeing the operations team by providing leadership and direction to the New Business, Policy Service and office administration staff. The Manager is accountable for planning and maintaining work systems, procedures and policies that enable and encourage optimum staff performance.

Responsibilities:
  • Effectively plan and allocate appropriate staff and resources to ensure workflow within the operations team meets productivity, departmental and quality goals, and maintains PPI's service standards.
  • Provide on-going management to the operations team including workflow review, performance reviews, vacation scheduling and attendance tracking, as well as the recruitment of new staff.
  • Coach, mentor and provide ongoing development of the team through needs assessments, on-the-job feedback and training.
  • Foster and promote an environment of teamwork to ensure effective synergy and collaboration across all areas of the organization to enable each employee and department to succeed.
  • Identify, recommend, implement, and maintain appropriate controls and feedback systems to effectively monitor team operations, identify gaps, and support continuous improvement.
  • Provide leadership on complex or escalated cases, ensuring timely resolution and alignment with operational and risk guidelines.
  • Drive consistency in processes and service standards across regions through collaboration with national operations teams
  • Partner closely with Sales leadership to strengthen collaboration, address advisor-related concerns, and align on priorities and service expectations
  • Champion a consistent, high-quality advisor experience by ensuring service delivery aligns with established standards and expectations
  • Lead change initiatives and support teams through evolving processes and operational updates.
  • Provide regular reporting and insights on workload, service levels, and team performance to support data-driven decision making.
  • Conduct monthly audits of operations team members to ensure processes are followed and standards are met.
  • Proactively participate in operational meetings, both nationally and locally.
  • Identify and implement opportunities for process improvements to enhance efficiency, accuracy, and service delivery.
  • Lead and engage the office and employees in actions that encourage, reflect and align with PPI's ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.
  • Special projects as identified and assigned.


Education, Experience and Skills:
  • 10+ years of experience in the insurance industry, with strong knowledge of life insurance products, terminology, and administration systems
  • Proven people leadership experience, including hiring, coaching, performance management, and team development
  • Industry designations (e.g., ALMI, FLMI, ACS) considered an asset
  • Strong understanding of insurance distribution and the marketing/sales environment
  • Demonstrated results-oriented leadership, with experience in high-volume, service-driven environments
  • Excellent organizational and time management skills, with the ability to manage competing priorities, tight deadlines, and coordinate team deliverables
  • Strong communication and interpersonal skills, with the ability to build relationships, influence stakeholders, and foster a collaborative team culture
  • Effective problem-solving and critical thinking abilities, with a capacity to see both detailed issues and broader business impacts
  • High level of professionalism, discretion, and integrity, including the ability to handle sensitive and confidential information
  • Adaptable self-starter who thrives in dynamic, evolving environments and can adjust priorities as needed
  • Advanced proficiency in Microsoft Office tools, with the ability to support reporting, data analysis, and operational efficiency


We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Location(s)
Edmonton, 5241 Calgary Trail NW

Other Possible Location(s)

Company
PPI Management Inc.

Posting End Date
2026-07-24

About IA Financial Group

IA Financial Group is a Canadian insurance and financial services company. The company offers a wide range of products and services including life and health insurance, mutual funds, securities, auto and home insurance, mortgages, and loans. IA Financial Group has been in business for over 125 years and has over 5,500 employees. The company is committed to sustainability and has been recognized for its efforts in this area. IA Financial Group is also committed to giving back to the community and has a strong corporate social responsibility program.
Learn more about IA Financial Group
Size
5,500 employees
Industry

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