PPI company overview:

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.

PPI is pleased to provide employees with the flexibility of a hybrid work environment.  This role is eligible for working from home up to 3 days per week. 

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

Policy Service Administrator

The Policy Service Administrator is responsible for providing exceptional service to advisors by managing the administration of in-force life insurance policies and processing policy changes accurately, efficiently, and in accordance with established service standards. This role serves as a key liaison between advisors, insurance carriers, and internal stakeholders to ensure policy service requests are completed in a timely and compliant manner.

Responsibilities:

• Take ownership of assigned policy service requests, prioritizing urgent cases and proactively addressing issues that may impact processing timelines, client experience, reporting, or commission payments.

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

• Serve as the primary contact and resource for insurance carriers regarding in-force policy servicing activities.

• Communicate carrier requirements, decisions, and updates to servicing advisors in a clear and timely manner.

• Maintain PPI service standards by ensuring all policy changes are processed accurately, compliantly, and within established service levels.

• Review, process, and submit policy change requests to the appropriate insurance carrier and accurately document all activities in WealthServ in accordance with PPI guidelines.

• Respond promptly and professionally to inquiries from advisors, insurance carriers, and internal stakeholders.

• Provide advisors with regular updates regarding the status of outstanding service requests.

• Liaise with insurance carriers to monitor progress and expedite policy service requests when required.

  • Participate in special projects and perform additional duties as assigned.

  • Demonstrate behaviours that support and align with PPI's Environmental, Social, and Governance (ESG) commitments to advisors, clients, employees, and the communities we serve.

Education, Experience and Skills:

• Minimum of 2 years of experience in the life insurance industry, preferably in policy service, administration, or in-force policy management.

• Industry designations such as FLMI, ACS, AIAA, or other relevant insurance credentials are considered an asset.

• Knowledge of life insurance terminology and products preferred

• Exceptional organizational and time management skills with the ability to manage multiple priorities and meet established deadlines in a high-volume environment.

• Attention to detail with a high level of accuracy in data entry and transaction processing.

• Excellent verbal and written communication skills.

• Strong interpersonal and relationship-building skills with the ability to collaborate effectively across teams and with external partners.

• Ability to handle sensitive and confidential information with professionalism, discretion, and sound judgment.

• Proficiency in WealthServ and Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

• Bilingualism in English and French is considered an asset.

This role is for an existing position. The expected salary range for this position starts at $50,000 and will be commensurate with the candidate’s experience and skill set.

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