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 Agency Specialist to join our PPI Toronto office.
The primary focus of the Agency Specialist is to effectively facilitate the contracting of advisors with PPI and the insurance carriers, resolve issues arising from advisor licensing as well as investigation of inquiries relating to advisor contracting.
The Agency Specialist will provide answers as the subject expert when requested by agency staff and other areas within the office. Will provide coverage when Team Leader/Manager is away from the office as needed.
Process advisor’s onboarding with PPI in APEXA system
Screen the advisor, communicate any issues with compliance and complete their PPI contract
Facilitate the completion of all advisor contracting and transfers with the insurance carriers in the APEXA system
Liaise with the insurance carriers, advisors and other PPI departments to ensure resolutions of all inquiries and/or issues relating to advisor contracting
Maintain advisor’s information, licensing and E&O requirements up to date in all PPI systems and carriers notified
Communicate with the APEXA team to resolve issues preventing successful advisor contracting
Set up advisor FundServ codes and maintain Rep records in the PPI investment system
Ensure all tasks are completed with PPI standards and all department goals are completed
Provide answers as the subject expert when requested by agency staff and other areas within the office
Provide coverage for other team members as required
Additional responsibilities, duties and special projects as identified
Education, Experience and Skills:
A minimum of 5 years contracting experience with an existing Managing General Agency or similar work environment
Knowledge of APEXA is required
Creative problem solver with highly developed critical thinking skills
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong 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.