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 Assistant to join any of our PPI offices.
The primary focus of the Agency Assistant is to effectively work with the agency administrators in the facilitation of contracting for advisors with insurance carriers, licensing and E&O’s.
Facilitate the completion of advisor contracting with the insurance carriers
Review advisor contracts for accuracy and communicate regarding any outstanding requirements
Ensure all advisor licensing and E&O requirements are up to date and entered into PPI’ systems and carriers’ notified
Investigate and facilitate all inquiries and issues as they relate to licensing and E&O
Coordinate the setup of advisors on PPI’ system and facilitate the contracting paperwork to be completed with the advisor in order to contract with the carriers
Work with the APEXA system to facilitate advisor’s onboarding and contracting
Ensure all tasks are completed with PPI standards and all department goals are completed as identified
Additional responsibilities, duties and special projects as identified
Education, Experience and Skills:
Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment
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
Excellent English language skills, both oral and written due to frequent interactions with English-speaking colleagues, internal partners or clients across Canada. Speaking French is 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.