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 Administrator to join our agency services team. The preferred location for this position is in our Calgary office, however, our Toronto location will also be considered.
The primary focus of the Agency Administrator is to ensure service levels to advisors are maintained and to effectively facilitate the contracting of advisors with insurance carriers, resolve issues arising from advisor licensing and to investigate and resolve inquiries relating to advisor coding and advisor commissions as it pertains to coding overrides rates.
Facilitate the completion of all new contracting and transfers for an advisor with the insurance carriers ensuring that advisors are updated regularly on current status.
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.
Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements.
Screen the advisor, communicate any issues with compliance and complete their PPI contracting.
Maintain advisor’s profile and ensure information is up to date in all PPI’ systems.
Ensure all advisor licensing and E&O requirements are up to date and entered into PPI’ systems and carriers’ notified.
Work with the APEXA system to facilitate advisor’s contracting and transfers.
Anticipate the needs of advisors and follow established processes for informing advisors of important details related to contracting.
Investigate and facilitate the resolution of inquiries and/or issues relating to advisor contracting, licensing and commission overrides including communicating with the insurance carriers, advisors and appropriate departments within PPI.
Set up investment Rep codes and maintain Rep records in the PPI investment system.
Coordinate the set-up of advisors on insurance carrier websites to ensure that they are able to download commission statements as well as view their business.
Ensure all tasks are completed according to PPI guidelines and standards and work with the Team Leader and Manager/Director, Agency Services to effectively accomplish identified department goals and objectives.
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
A minimum of 2 years’ contracting experience with an existing Managing General Agency or similar work environment
Industry designation(s) (FLMI, ACS, AIAA) desirable
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 WealthServ, APEXA and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.