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 Team Leader, Policy Service to join our Brossard or Quebec office.
Team Leader, Policy Service
The primary focus of the Team Leader, Policy Service is to ensure team service levels to advisors are maintained and servicing all inforce life insurance policies, including the processing of all changes submitted by an advisor.
The Team Leader will supervise and mentor assigned Policy Service staff, fostering a team that works together to deliver service levels and follows national processes, including, organizing and monitoring the team’s work processes to ensure work is completed in a timely fashion. The Team Leader will also work closely with the Manager, Business Operations to assist in the accomplishment of team and department objectives.
In conjunction with the Manager, Business Operations, provide, on-going supervision to the Policy Service Team including monitoring workflow, setting clear expectations, conducting performance reviews, addressing performance issues, attendance and vacation scheduling and approvals, training, and the recruitment of new staff.
In conjunction with the Manager, Business Operations, coach, mentor and provide ongoing development of the Policy Service Team through on-the-job feedback and training.
Work with the Manager, Business Operations to effectively accomplish department objectives/SMART goals and help to organize and monitor work processes to ensure all work is completed on a timely basis.
Ensure the team assumes 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.
Ensure the Policy Service team anticipates the needs of advisors and follows 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 inforce policies.
Work with the carriers to address issues and obstacles that have been escalated to you by the team that may impede the inforce change request.
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.
Ensure that there is appropriate backup for team members during absences and as required.
Provide backup to team members during absences and as required.
Look for efficiency opportunities and/or service improvements and work to incorporate into national processes. Leverage tools and technology wherever possible.
Manage and maintain weekly reports for the management team as requested and required.
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
Must be fluent in French; both oral and written
A minimum of 5 - 7 years of experience in the insurance industry with an emphasis on policy service
Industry designation(s) (FLMI, ACS, AIAA) desirable
Previous experiencing in the supervision/leadership/mentoring of staff
Demonstrated leadership skills with the ability to work within and promote a team-based environment to reach department objectives and goals
Expert organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
Demonstrated ability to organize self and others while handling multiple priorities
Superior interpersonal skills with proven ability to develop and maintain relationships
Creative problem solver with highly developed critical thinking skills
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
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
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.