Our current job postings

New Business Administrator

  • Employer: PPI Management Inc.
  • Office: 180-7005, boul. Taschereau
  • City: Brossard
  • Province: Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10011219
  • Job type: Temporary Job Full time
  • Apply before: 2022-01-03

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 New Business Administrator to join us in a contract position for approximately 6 months, located in our Brossard, Quebec or Toronto office.

New Business Administrator

The primary focus of the New Business Administrator is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible. The New Business Administrator processes life insurance applications through the appropriate channels resulting in the issue and settlement of policy contracts including conducting appropriate follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action.

Responsibilities:

  • Process new business applications ensuring issue and settlement processing steps are compliant, accurate and carried out in a timely manner to deliver a positive and value-added experience for advisors and maintain PPI’s service standards. 

  • Assume ownership of assigned files, and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.

  • Order all underwriting requirements where required or confirmation of same when ordered by the advisor ensuring that all medical and/or financial documentation requirements are received and included with applications.

  • Prepare all requirements for mailing to insurance carriers and/or advisors.

  • Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries.

  • Maintain contact between the insurance carrier and the advisor regarding the status of the application; follow up with paramedical facilities and advisors as required, ensuring advisors are updated regularly on current status.

  • Review issued policies to confirm complete accuracy and ensure advisor receives a copy.

  • Settle policies by following up on all outstanding requirements, obtain all necessary signatures.

  • Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards.

  • Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.

  • Effectively resolve any issues which pertain to cases in underwriting.

  • Verify and update carrier feeds where applicable.

  • Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

  • A minimum of 2-5 years’ experience, preferably in the insurance industry with an emphasis on new business processes

  • Industry designation(s) (FLMI, ACS, AIAA) considered an asset

  • Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines

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

  • Bilingualism: French speaking and writing required, English 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.