Our current job postings

Group Insurance Plan Advisor

  • Employer: PPI Benefits Inc.
  • Office: 300-6700, boulevard Pierre-Bertrand
  • City: Quebec
  • Province: Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10007395
  • Job type: Permanent Job Full time
  • Apply before: 2021-10-25

Description

PPI Benefits company overview:

When you work with our experienced benefits team as your consulting partner or third party administrator for group benefits, you can expect leading edge proprietary solutions and an outstanding level of service. PPI Benefits offers benefits plans that cover more than 1000 businesses across Canada, tailored to help employers engage and motivate their teams – while still managing costs.

PPI Benefits is part of PPI, a financial services marketing organization that connects more than 5,000 advisors and their clients with what they need to achieve leading-edge financial solutions.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

For more information about PPI Benefits visit: PPI Benefits

To maintain PPI’s exacting level of service, we are looking for a Group Insurance Plan Advisor to join our Quebec City or Montreal office.

Group Insurance Plan Advisor

The Group Insurance Plan Advisor is an integral member of the Benefits marketing support team. Working closely with the Vice-President - Eastern Canada, the Director, Operations – Eastern Canada and/or the Regional Sales Director, the Group Insurance Plan Advisor is responsible for the provision and promotion of services to support the sales and servicing of PPI Benefits lines of business. Responsibilities include underwriting of an assigned block of business, from prospect to inforce, including meeting workflow deadlines and providing day-to-day service to PPI Associates and clients within their specific region.

 Responsibilities:

  • Provide ongoing client services for assigned Associates through proactive case management, pricing and processing plan amendments, reviewing booklets/contracts, and completing experience reports prior to renewal.

  • Evaluate the appropriateness and competitiveness of employee benefit programs utilizing sound underwriting judgment and negotiating with insurance carriers to ensure that plan design strategies are appropriate based on the plan sponsor’s needs and PPI consulting objectives.

  • Conduct market surveys, prepare quotes, review and prepare renewals and analyze the benefits plan design.

  • Provide guidance and advice to clients and Associates concerning plan design and other benefit related subjects.

  • Enhance plan sponsor’s knowledge of group benefits products, administrative procedures, technology and regulations through regular in-person, telephone and email contact, disseminating material as requested or necessary.

  • Respond to insurance and benefit inquiries from Associates, plan sponsors/administrators, and insurance carriers, providing customer service and ensuring a positive and value added experience.  Escalate claims, billing and administration issues as appropriate.

  • Conduct, organize, or attend plan sponsor meetings.

  • Review new business applications and enrollment data to ensure complete and accurate information is provided to insurance carriers.

  • Verify and ensure accuracy of all plan designs and booklets for new and inforce cases.

  • Assist plan sponsor with the implementation of new benefit programs through the development and presentation of employee communications.

  • Prepare Bencalcs for new and existing clients.

  • Ensure plan design and client data is maintained and workflow is completed in accordance with established PPI guidelines and processes. 

  • Update workflow management system as required.  Ensure all correspondence and final reports are appropriately synergized within the Benefits document management system

  • Participate in team and workflow meetings.

  • Continuous education of what PPI has to offer, as an example, Thrive, Agile, etc.

Education, Experience and Skills:

  • Must be fluently bilingual in French and English

  • Must hold or be working toward obtaining a group insurance license

  • Minimum of 3 to 5 years’ experience in a related capacity within the employee benefits industry

  • Considerable experience in a service-oriented role

  • Proven mathematical and analytical skills in underwriting

  • Effective problem solver with initiative to be innovative and creative with developing new ideas and concepts

  • Exemplary interpersonal skills with a demonstrated ability to develop and maintain relationships

  • Superior written and oral communication skills

  • Superior organization and time management skills with a demonstrated ability to handle multiple priorities and move between projects continuously

  • Outstanding attention to detail

  • Proven ability to handle confidential material with the highest level of discretion and change direction when needed

  • Demonstrated ability to flourish in environments of significant change with the capability to remain nimble and change direction when necessary

  • Self-motivated with the ability to work independently while being committed to functioning as a team player

  • Proficient with Microsoft Office software programs; Word, Excel, PowerPoint and Outlook in particular

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


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.