10 Aug
|
iA Financial Group (Industrial Alliance)
|
Winnipeg
10 Aug
iA Financial Group (Industrial Alliance)
Winnipeg
Support independent insurance advisors as a Policy Service Administrator at PPI, with a hybrid work model allowing up to three remote days weekly. Your role will focus on life insurance policy administration, ensuring compliance and timely updates.
As a Policy Service Administrator at PPI, you will manage in-force policy requests while prioritizing urgent matters and maintaining proactive communication with advisors. This position requires solid organizational skills, with an emphasis on managing multiple priorities effectively and accurately. Your goal is to provide exceptional service by resolving issues and collaborating with insurance carriers.
Key Responsibilities:
• Manage policy service requests from initiation to completion
• Anticipate advisor needs, providing timely updates on policy changes
• Serve as a primary contact for insurance carriers
• Communicate requirements and updates to advisors clearly
• Ensure compliance and timely processing of policy changes
Requirements:
• 2+ years experience in the life insurance industry
• Knowledge of insurance products and terminology
• Strong organizational and time management skills
• Proficiency with WealthServ and Microsoft Office
• Excellent written and verbal communication skills
Become a key player in supporting financial security for Canadian families and businesses through excellent policy administration.
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📌 PPI Policy Service Administrator Position (Winnipeg)
🏢 iA Financial Group (Industrial Alliance)
📍 Winnipeg