Our current job postings

Team Leader, Policy Service

  • Employer: PPI Management Inc.
  • Office: 180-7005, boul. Taschereau
  • City: Brossard
  • Province: Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10009175
  • Job type: Permanent Job Full time
  • Apply before: 2021-11-08

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 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.     

Key Responsibilities:

  • 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.


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.