Join PPI as a New Business Processing Specialist in a flexible hybrid role, focusing on seamless processing of insurance applications. Help advisors provide valuable services to their clients.

In this position, you'll handle life insurance applications, ensuring they are processed quickly and comply with all necessary standards. Your proactive engagement with advisors and insurance carriers will help navigate complexities and maintain exceptional service levels, furthering PPI's mission of supporting Canadian families.

Key Responsibilities:
• Process new business applications ensuring timely, compliant processing
• Take ownership of assigned files and resolve issues promptly
• Order required underwriting documents and confirm receipt




• Prepare and send necessary materials to carriers and advisors
• Keep advisors informed with regular updates on application status

Requirements:
• 2-5 years of experience in administrative roles, ideally for insurance
• Relevant industry designations are favorable
• Proven skills in organization and detail orientation
• Excellent communication and interpersonal abilities
• Proficiency in WealthServ and Microsoft Office

Contribute to PPI’s values while building your skilled skills in a supportive environment.
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📌 PPI New Business Processing Specialist (Quebec City)
🏢 iA Financial Group
📍 Quebec City