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 an Advanced Underwriting Consultant to join any of our PPI locations.
Advanced Underwriting Consultant
The Advanced Underwriting Consultant is a key member of the Advanced Underwriting team working closely with PPI Associates in providing an advanced level of underwriting and administrative support in managing complex PPI Advisory qualifying new business cases.
The Advanced Underwriting Consultant proactively manages all aspects of new business cases including preliminary advanced underwriting files, new applications to the point of policy issue and settlement, as well as any underwriting-related policy changes. The Advanced Underwriting Consultant is a unique and valued intermediary that represents the interests of PPI advisors and PPI carriers.
Respond to queries from Associates and marketing staff regarding eligibility criteria, underwriting requirements, etc., providing consultation options and recommendations that address the needs of the client.
Act as the initial point of underwriting expertise offered to Associates on submitted and preliminary PPI Advisory eligible cases and maintain overall responsibility for ongoing collaboration and communication with the Associate and insurance carrier, ensuring pre-established turnaround timelines are met and related confirmation communication sent.
Identify possible issues or concerns on Advisory eligible submitted applications; address issues as appropriate to ensure satisfactory resolution.
Assist in obtaining necessary information for preliminary assessments on Advisory eligible cases.
Review all medical and/or financial requirements received with preliminary assessment, new applications or rating reviews and ensure they are properly packaged for submission to the carrier underwriter. This includes review of LHE’s and subsequent PPI obtained evidence to include but not limited to: APS reports, Expert Interviews, blood/urine and vitals, and financial information.
Follow up with the underwriter regarding substandard underwriting decisions, review rated and declined cases with the marketing team as necessary, and review with Associates.
Review amendment and/or exclusions on issued policies to confirm they appropriately reflect information developed throughout the underwriting process.
Work closely with the Advanced Underwriting Administrative Specialist to ensure that all case status information, actions and activities are entered in WealthServ and confidential underwriting information is uploaded to the Underwriting repository.
Consult with the Vice-President and/or Manager of Advanced Underwriting, and insurance carrier underwriters as required on any complex cases or preliminary assessments which require exceptions to stated limitations.
Work closely with Marketing Resources counterparts to manage and share applicable case information through WealthServ and other formats on an on-going basis to ensure all parties have access to relevant information databases and are well-informed of identified cases and specific underwriting initiatives.
Provide support and assistance with any underwriting training initiatives offered to Associates and their administrative staff.
Act as a strategic marketing agent by providing content for Advanced Underwriting initiatives on Advisory qualifying cases, including marketing presentations and underwriting training initiatives offered to Associates and their administrative staff.
Take on or provide assistance with other projects or tasks as necessary and as directed by the Team Leader, Advanced Underwriting.
Education, Experience and Skills:
Must be fluently bilingual, both oral and written, in French and English
Undergraduate degree in a business-related program preferred
Minimum of 8 years’ experience in an underwriting environment
Industry designation(s) (FLMI, ACS, AIAA) preferred
Experience working closely with, and understanding the needs of, advisors who operate in the high net worth market
Considerable experience in a highly service-oriented role
Exemplary interpersonal skills with demonstrated ability to develop and maintain relationships
Excellent written and oral communication skills
Proven analytical skills and problem-solving capabilities with a strong attention to detail
Excellent organization and time management skills with proven ability to handle multiple priority tasks while meeting tight deadlines
Initiative to be innovative and creative with developing new ideas and concepts
Proven ability to handle confidential material with the highest level of discretion
Demonstrated maturity and ability to respond appropriately in stressful situations
Advanced degree of skill with Microsoft software applications, in particular Word, Excel and Outlook, as well as Internet proficiency
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.