Team Leader, New Business

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

For more information about PPI visit: www.ppi.ca

Team Leader, New Business

The primary focus of the Team Leader, New Business is to ensure team service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible.  This includes managing new business cases and conducting appropriate follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action.

The Team Leader will supervise and mentor assigned New Business staff, fostering a team that works together to deliver service levels and follows national processes, including, organizing and monitoring the team’s work processes to ensure work is completed in a timely fashion.  The Team Leader will also work closely with the Manager, Business Operations to assist in the accomplishment of team and department objectives.  

Key Responsibilities:

• In conjunction with the Director, Business Operations, provide, on-going supervision to the New Business Team including monitoring workflow, setting clear expectations, conducting performance reviews, addressing performance issues, attendance and vacation scheduling and approvals, training, and the recruitment of new staff.

• In conjunction with the Director, Business Operations, coach, mentor and provide ongoing development of the New Business Team through on-the-job feedback and training.

• Work with the Director, Business Operations to effectively accomplish department objectives/SMART goals and help to organize and monitor work processes to ensure all work is completed on a timely basis.

• 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. 

• Ensure the team assumes 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.

• Ensure the New Business Team anticipates the needs of advisors and follows 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.

• Ensure that there is appropriate backup for team members during absences and as required.

• Provide backup to team members during absences and as required.

• Look for efficiency opportunities and/or service improvements and work to incorporate into national processes. Leverage tools and technology wherever possible.

• Manage and maintain weekly reports for the management team as requested and required.

• This role requires attendance at our Brossard location 2 days per week, as per our hybrid working model.

• Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

• Minimum of 5-7 years of experience in the insurance industry with an emphasis on new business processes

• Industry designation(s) (FLMI, ACS, AIAA) desirable

• Previous experience in the supervision/leadership/mentoring of staff

• Demonstrated leadership skills with the ability to work within and promote a team-based environment to reach department objectives and goals

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

• Demonstrated ability to organize self and others while handling multiple priorities

• Superior interpersonal skills with proven ability to develop and maintain relationships

• Creative problem solver with highly developed critical thinking skills

• Proven accuracy, attention to detail and data entry skills

• Excellent written and verbal communication skills

• 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

• Excellent English and French language skills, both oral and written due to frequent interactions with English and French-speaking colleagues, internal partners or clients across Canada.

We thank all candidates for applying, however only those selected for an interview will be contacted.  Your resume may be used for other vacancies.