21 Aug
|
iA Financial Group (Industrial Alliance)
|
Manitoba
21 Aug
iA Financial Group (Industrial Alliance)
Manitoba
Elevate advisor support at PPI as a Policy Service Coordinator. This role allows you to work in a hybrid setting while managing life insurance policy administration and compliance effectively.
Your responsibilities will include managing all aspects of life insurance policies from initiation through resolution, addressing urgent requests, and ensuring compliance with established standards. You will be the point of contact for insurance carriers, facilitating transparent communication and updates to advisors. Success in this role depends on your organizational abilities and proactive approach to managing priorities.
Key Responsibilities:
• Handle service requests for life insurance policies accurately
• Provide timely communication regarding policy updates
• Actively resolve issues with insurance carriers
• Ensure compliance with regulatory and company requirements
• Maintain clear communication with all stakeholders
Requirements:
• 2+ years in life insurance or policy administration
• Industry designations considered an asset
• Strong time management and multitasking skills
• Proficiency in Microsoft Office and WealthServ
• Strong communication and relationship-building skills
Contribute to societal well-being and financial literacy through your role at PPI, supporting their mission to provide security.
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📌 Policy Service Coordinator at PPI (Manitoba)
🏢 iA Financial Group (Industrial Alliance)
📍 Manitoba