Our current job postings

Policy Service Assistant

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10010722
  • Job type: Permanent Job Full time
  • Apply before: 2021-11-12

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 Assistant to join our PPI Toronto Office.

Policy Service Assistant

The primary focus of the Policy Service Assistant is to work closely with the Agency Services and Policy Service Teams at a national level to provide effective support to advisors and staff by generating policy listings and ensuring follow through on assigned cases.

Responsibilities:

  • Assume ownership of assigned files, including recognizing any urgencies and assisting in the resolution of problems that may prevent a request from moving through the process as quickly as possible.

  • Ensure PPI service standards are maintained by ensuring all requested policy listings are accurate, processed in a compliant and timely manner, and submitted to the appropriate carrier/advisor as per PPI guidelines.

  • Follow established processes for generating or requesting policy listings.

  • Relay information from insurance carriers to the servicing advisor and inform advisors of important details related to policy listings.

  • Respond to inquiries from servicing advisors, insurance carriers and staff.

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

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

  • Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

  • Minimum of 1-2 years of administrative experience; insurance industry or similar work environment preferred

  • Knowledge of life insurance terminology and products preferred

  • Proven accuracy, attention to detail and data entry skills

  • Strong written and verbal communication skills

  • Good 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 Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.

  • Bilingualism in English and French an asset.

We thank all candidates 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.