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Policy Service Administrator

  • Employer: PPI Management Inc.
  • Office: 295 Broadway
  • City: Winnipeg
  • Province: Manitoba
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10009090
  • Job type: Permanent Job Full time
  • Apply before: 2021-06-30

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.

Description

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 Policy Service Administrator to join our Winnipeg team. 

Policy Service Administrator

The primary focus of the Policy Service Administrator is to ensure service levels to advisors are maintained and servicing all inforce life insurance policies, including the processing of all changes submitted by an advisor. 

Responsibilities:

  • Assume ownership of assigned files, 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.

  • Anticipate the needs of advisors and follow established processes for informing advisors of important details related to policy changes.

  • Act as the key resource and contact for all insurance carriers with respect to in force policies.

  • Responsible for relating information from insurance carriers to the servicing advisor.

  • Ensure PPI service standards are maintained by ensuring all changes to existing policies are accurate, processed in a compliant and timely manner, submitted to the appropriate carrier and recorded in WealthServ as per PPI guidelines.

  • Respond to inquiries from servicing advisors and insurance carriers.

  • Ensure that servicing advisors are updated regularly on current status.

  • Follow up on all outstanding requirements for policy changes.

  • Follow up with insurance carriers as needed to ensure the requested changes are processed in a timely manner.

  • Ensure all conversions requiring new policy applications are processed appropriately and according to established procedures. 

  • Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

  • A minimum of 2 years’ experience in the insurance industry with an emphasis on policy service processes

  • Industry designation(s) (FLMI, ACS, AIAA) desirable

  • Knowledge of life insurance terminology and products preferred

  • 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, Microsoft Office programs; Outlook, Word, Excel and PowerPoint 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 acquisitiontalents-talentacquisition@ia.ca.