Our current job postings

Agency Specialist

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10010723
  • 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 an Agency Specialist to join our PPI Toronto office.

Agency Specialist

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.

Responsibilities:

  • 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.


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.