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 Administrative Specialist, Advanced Underwriting to join our Montreal office.
Administrative Specialist, Advanced Underwriting
The Administrative Specialist, Advanced Underwriting is a key member of the Advanced Underwriting team responsible for providing an advanced level of administrative support in the management of PPI Advisory qualifying new business and preliminary cases.
Utilizing a strong understanding of all aspects of both the administrative and underwriting processes, the Administrative Specialist, Advanced Underwriting supports PPI Underwriters, working closely with our Associates and carriers to facilitate submission and ongoing management of PPI Advisory qualifying and preliminary cases.
Maintain internal Advanced Underwriting databases to include confidential underwriting-specific files, underwriting resource information and key contacts section.
Set up and maintain preliminary files per Preliminary File protocol to include ordering of all preliminary requirements at the direction of the PPI Underwriter, as well as any required follow-up.
Work with the PPI Underwriter to gather and package PPI gathered evidence for submission to carrier with formal application.
Fully manage a block of new business cases to include initial review of application, review of medical information obtained by PPI or released from carrier and routine communication with Associates, carriers and vendors as necessary to follow the file through from submission to settlement.
Work closely with Marketing Resources counterparts to manage and share applicable case information through WealthServ and other formats on an on-going basis to ensure all parties have access to relevant information and are well-informed of identified cases and specific underwriting initiatives.
Update weekly reports and maintain internal tracking systems as required. Enhance and strengthen reporting of management data to provide relevant data to more effectively performance and chart direction.
Take on or provide assistance with other projects or tasks as necessary and as directed by the Manager, Advanced Underwriting.
Education, Experience and Skills:
Bilingualism in French and English (oral and written) required
Undergraduate degree in a business-related program desirable
Minimum of 5 years' experience in a financial environment
Industry designation(s) (FLMI, ACS, AIAA) desirable
Proven business knowledge of life insurance industry and products
Considerable experience in a highly service-oriented role
Strong written and oral communication skills
Strong interpersonal skills with demonstrated ability to develop and maintain relationships
Demonstrated analytical skills and problem-solving abilities
Excellent organization and time management skills with proven ability to handle multiple tasks and move between projects continuously
Initiative to be innovative and creative with developing new ideas and concepts
Proven ability to handle confidential material with the highest level of discretion
Demonstrated maturity and ability to respond appropriately in stressful situations
Advanced degree of skill with Microsoft software applications, in particular, Word, Excel and Outlook, as well Internet proficiency
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.