New Business Specialist
- Employer: PPI Management Inc.
- Office: 300-6700, boulevard Pierre-Bertrand
- City: Quebec
- Province: Quebec
- Job category: Not Evaluated (Job Family)
- Job ID: JR10007480
- Job type: Permanent Job Full time
- Apply before: 2021-03-31
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 company overview:
Shaping Dreams Into Legacies
PPI elevates independent financial advisors to the next level.
Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.
Unparalleled resources. At your command.
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 visit: www.ppi.ca
To maintain PPI’s exacting level of service, we are looking for a New Business Specialist to join our Quebec team.
New Business Specialist
The primary focus of the New Business Specialist is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible. The New Business Specialist processes life insurance applications through the appropriate channels resulting in the issue and settlement of policy contracts including conducting appropriate follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action.
The New Business Specialist provides subject matter expertise and coverage for the Team Leader as required.
Process new business applications ensuring issue and settlement processing steps are compliant, accurate and carried out in a timely manner to deliver a positive and value added experience for advisors and maintain PPI’s service standards.
Assume ownership of assigned files, and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.
Order all underwriting requirements where required or confirmation of same when ordered by the advisor ensuring that all medical and/or financial documentation requirements are received and included with applications.
Prepare all requirements for mailing to insurance carriers and/or advisors.
Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries.
Maintain contact between the insurance carrier and the advisor regarding the status of the application; follow up with paramedical facilities and advisors as required, ensuring advisors are updated regularly on current status.
Review issued policies to confirm complete accuracy and ensure advisor receives a copy.
Settle policies by following up on all outstanding requirements, obtain all necessary signatures.
Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards.
Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.
Effectively resolve any issues which pertain to cases in underwriting.
Verify and update carrier feeds where applicable.
Act as subject matter expert when requested by the team and other areas within the office(s).
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
Minimum of 5-7 years’ experience in the insurance industry with an emphasis on new business processes
Industry designation(s) (FLMI, ACS, AIAA) desirable
Creative problem solver with demonstrated critical thinking skills
Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Must be fluently bilingual (both oral and written) in French and English
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
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 firstname.lastname@example.org.