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 explicit communication with all stakeholders Requirements:
2+ years in life insurance or policy administration
Industry designations considered an asset
Solid 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.

📌 Policy Service Coordinator At Ppi Winnipeg
🏢 iA Financial Group (Industrial Alliance)
📍 Winnipeg