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Group Insurance Plan Advisor

  • Employer: PPI Benefits Inc.
  • Office: 340-3000 boul. René-Lévesque
  • City: Verdun
  • Province: Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10007395
  • Job type: Permanent Job Full time
  • Apply before: 2021-07-02

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.


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 Montreal or Quebec City 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.


  • 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.

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to