Return to search results

Customer Care Representative

  • Employer: PPI Benefits Inc.
  • Office: 340-3000 boul. René-Lévesque
  • City: Verdun
  • Province: Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10008247
  • Job type: Permanent Job Full time
  • Apply before: 2021-05-14

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 Customer Care Representative to join our Montreal, Quebec City or Kitchener office.

Customer Care Representative

The Customer Care Representative is responsible for providing administrative support to the national Benefits team, advisors and Plan Sponsors on new and existing Agile Benefits products including facilitating the quotation process, performing third party administrative (TPA) functions relative to the enrollment and installation of new accounts, and providing post-inforce support.  The Customer Care Representative provides superior customer care with a strong focus on relationship building and attention to detail.


  • Perform third party administrative (TPA) functions to administer the enrollment and setup of new accounts and provide ongoing support to plan sponsors, Benefits Consultants and advisors.

  • Coordinate and administer benefits plan with all insurers on behalf of plan sponsor, including new hires, change of coverage, changes or amendments to the policy.

  • Prepare Employee Welcome Kits for new plan sponsors.

  • Facilitate the resolution of any issues with carriers such as billing or coverage requests on behalf of plan sponsor.

  • Provide all concerned parties with status and follow up reports related to applications and in-force policies, including updating internal database management systems.

  • Maintain the document management process, records and files.

  • Review new business opportunities to ensure completion of required documents and input client, advisor and benefit plan information in the Workflow Management System.

  • Prepare new business opportunity checklists for review by underwriting.

  • Coordinate missing information with national sales team; follow-up for details.

  • Coordinate and prepare presentation material for quotes, work with Underwriter to ensure deadlines are met.

  • Prepare Critical Illness quotes.

  • Prepare experience reports.

  • Prepare and participate in webinars and presentations.

Education, Experience and Skills:

  • Bilingualism, both written and verbal, in English and French is required

  • Minimum of 3 years’ experience in group insurance administration / underwriting assistant required

  • Considerable experience in a highly service-oriented role

  • Excellent written and oral communication skills

  • Exemplary interpersonal skills

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

  • Outstanding attention to detail

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

  • Proficient computer skills with Microsoft Office programs - Word, Excel, PowerPoint and Outlook in particular

  • Ability to handle sensitive and confidential information in a professional, discretionary manner

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