Our current job postings

Underwriting Analyst, TPA

  • Employer: PPI Benefits Inc.
  • Office: 1A-235 Ardelt Avenue
  • City: Kitchener
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10010590
  • Job type: Permanent Job Full time
  • Apply before: 2021-11-01

Description

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 an Underwriting Analyst, TPA to join our Kitchener or Toronto office.

Underwriting Analyst, TPA

The Underwriting Analyst is an integral member of the TPA team. Working closely with the Sales team and the TPA team, the Underwriting Analyst, TPA is responsible for the provision and promotion of services to support the sales and servicing of PPI Benefits lines of business.

 Responsibilities:

  • Review and analyze prospect groups, preparing requests for quotes, reviewing proposals for accuracy and preparing PowerPoint presentations.

  • Develop and provide fair and accurate pricing for quotes and renewals.

  • Provide pricing and process plan amendments, reviewing booklets/contracts and preparing deliverable reports.

  • Evaluate the appropriateness and competitiveness of employee benefits programs, evaluating plan designs to ensure they are appropriate based on the needs of the plan sponsor.

  • Liaise extensively with other members of the TPA team, identifying process enhancements.

  • Ensure plan design, client and underwriting data, correspondence and reports are entered, maintained and appropriately saved within the Benefits document management system and all workflow is completed in accordance with PPI guidelines.

Education, Experience and Skills:

  • Minimum 2 to 3 years’ experience in a related capacity within the employee benefits industry

  • TPA experience an asset

  • Proven mathematical and analytical skills

  • Considerable experience in a highly service-oriented role

  • Effective problem solver with initiative to be innovative and creative with developing new ideas and concepts

  • Exemplary interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment

  • Superior written and verbal communication skills

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

  • Excellent time management skills with proven ability to prioritize and effectively manage multiple tasks and responsibilities 

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

  • Ability to represent self, office and organization in a professional, positive manner at all times

  • Demonstrated ability to flourish in environments of significant change

  • Proficiency with Microsoft Office products – Outlook, Word and PowerPoint in particular – and an aptitude and willingness to learn new systems and programs

  • Bilingualism in English and French an asset

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.