Description

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. 

New Business Assistant

The primary focus of the New Business Assistant is to work closely with the New Business Team providing effective support through entering life insurance applications and insurance policies, ensuring follow through on assigned cases.

This is a contract position of approximately 6 months.

Key Responsibilities:

• Ensure new business applications and insurance policies are entered into the WealthServ system correctly and in a timely manner to ensure service standards are maintained.

• Ensure new business applications are created in WealthServ for various policies.

• Order all underwriting requirements where necessary or provide confirmation of same if ordered by advisor.

• Management of emails from the general new business box.

• Verify and update carrier feeds where applicable.

• 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

• Knowledge of life insurance terminology and products preferred

• 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

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