Admin Setups Specialist

iA Financial Group (Industrial Alliance) • Austin, TX

9d • Hybrid

About The Position

The Admin Setups Specialist ensures dealer, product, program, and pricing information is accurately configured and maintained in company systems to support onboarding and ongoing account management. The role involves validating setup requests and documentation, translating approved business requirements into system configurations, maintaining account information, and checking data quality and pricing integrity. The specialist works with cross-functional teams to resolve discrepancies, support implementations, investigate setup-related issues, and contribute to testing, process improvements, and documentation maintenance.

Requirements

• 2–4 years of experience in administrative systems, operations, implementation support, pricing support, contract administration, or a related field.
• Experience interpreting business documentation and translating requirements into accurate system configurations.
• Proficiency in Microsoft Office applications, particularly Excel and Outlook, and workflow and CRM tools such as Salesforce.
• Strong attention to detail and commitment to quality.
• Strong organizational skills and ability to manage multiple priorities.
• Analytical thinking and problem-solving abilities.
• Collaborative approach and ability to build cross-functional partnerships.
• Effective communication skills, including explaining setup requirements, discrepancies, and process impacts to varied stakeholders.
• Comfort learning new systems and adapting to evolving processes and technologies.
• Must be authorized to work for any employer in the U.S.; employment visa sponsorship and STEM OPT work authorization support are not available.

Responsibilities

• Process setup requests by validating documentation, approvals, effective dates, and implementation requirements.
• Configure new dealer accounts and maintain existing setups, including products, programs, plans, pricing, and related account settings.
• Translate approved business documentation, rate cards, and setup instructions into accurate system configurations.
• Perform quality control to verify data accuracy, pricing integrity, calculations, forms, and effective dates against approved documentation.
• Collaborate with Pricing, Install, Accounting, and other cross-functional teams to resolve discrepancies and support implementations.
• Research and correct setup-related issues affecting reporting, commissions, reserves, contract processing, and downstream operations.
• Participate in testing, validation, and process improvements.
• Maintain training and process documentation.

Benefits

• Flexible Health, Dental and Vision insurance
• 401(k) with company match
• PTO Plan
• Employee and family assistance program
• Ergonomic furniture program
• Performance bonus
• Learning and development opportunities
• Hybrid work environment with flexibility and access to workspaces

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed