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 all aspects of in-force life insurance policy administration. This includes coordinating and processing policy changes, ensuring compliance with carrier and regulatory requirements, and delivering timely, accurate communication throughout the servicing process.

Responsibilities:

• Manage assigned policy service requests from initiation to completion, prioritizing urgent matters, resolving issues proactively, and understanding the impact on downstream processes, reporting, and commissions.

• Proactively anticipate advisor needs and provide timely, accurate updates regarding policy changes and outstanding requirements.

• Act as the key resource and contact for all insurance carriers with respect to in force policies.

• Communicate carrier decisions, requirements, and updates clearly and effectively to advisors.

• Ensure all policy changes are processed accurately, compliantly, and within established service standards, including submission to carriers and documentation within WealthServ in accordance with PPI procedures.

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

• Maintain regular communication with advisors regarding the status of requests, outstanding requirements, and expected timelines.

• Monitor and follow up on outstanding requirements to ensure timely completion of policy service transactions.

• Collaborate with insurance carriers to resolve issues and expedite policy servicing requests when required.

• Ensure compliance with privacy, regulatory, and company requirements when handling client information.

• Additional responsibilities, duties and special projects as identified.

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

Education, Experience and Skills:

• 2+  years of experience in the life insurance industry, preferably within policy service, policy administration, or advisor support functions.

• Industry designations (e.g., ALMI, FLMI, ACS) considered an asset.

• Knowledge of life insurance products, concepts, and industry terminology preferred.

• Strong organizational and time management skills with the ability to effectively manage multiple priorities in a fast-paced environment.

• Exceptional attention to detail with a demonstrated commitment to accuracy and quality.

• Strong written and verbal communication skills

• Strong relationship-building skills with the ability to collaborate effectively with advisors, carriers, and internal stakeholders.

• Proficiency with WealthServ and Microsoft Office applications

• Ability to build and maintain positive professional relationships while representing the organization with integrity, professionalism, and respect.

• Adaptable and resilient, with the ability to navigate changing priorities, processes, and business needs.

• Bilingualism in English and French 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.