Company Overview 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, such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, 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 Canadian families and businesses. We foster a diverse, inclusive, equitable, people-focused, collaborative environment. Employees can work from home up to three days per week. Contracting Administrator The role of the Contracting Administrator is to ensure maintenance of service levels for advisors by efficiently facilitating their contracting with insurers. The role includes resolving issues related to advisors’ licensing and investigating and resolving inquiries related to contracting and commissions, including matters involving bonus commission rates. Key Responsibilities Facilitate the completion of advisor contracting and block transfers, including buy‑Ins and business consolidation, with insurance carriers Communicate with advisors and ensure they are regularly updated on status Assume ownership of assigned files and the quality of data, including identifying any urgencies and assisting in the resolution of issues that may prevent a file from progressing through the process as quickly as possible, while understanding downstream impacts on reporting and commissions Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements Onboard and screen advisors through APEXA system,



communicating any compliance issues until completion and approval of their contract with PPI Work within the APEXA system to facilitate advisor contracting and transfers Assist advisors with provincial licensing and sponsorship requests Anticipate advisor needs and follow established processes to inform advisors of important contracting‑related details Investigate and facilitate the resolution of inquiries and issues related to advisor contracting, licensing and commission overrides, including communicating with carriers, advisors and relevant departments within PPI Ensure all tasks are completed according to PPI guidelines and standards, and work with the Team Leader and the team Manager/Director to effectively achieve department goals and objectives Demonstrate behaviors that reflect and align with PPI’s ESG commitments to our advisors, their clients and our employees Perform additional responsibilities, duties and special projects as required Education, Experience and Skills Bilingual in French and English is an asset A minimum of 2 years’ contracting experience with a Managing General Agency or similar workplace Industry designation(s) (FLMI, ACS, AIAA) desirable Superior organizational and time‑management skills with demonstrated ability to effectively manage multiple tasks and responsibilities 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 professionally and positively at all times Ability to handle sensitive and confidential information professionally Proficiency in Microsoft Office programs: Outlook, Word, Excel and PowerPoint Knowledge of WealthServ and APEXA is an asset Salary This role is for an existing position. The expected salary range starts at $50,000 and is commensurate with the candidate’s experience and skill set. #J-18808-Ljbffr

📌 Contracting Administrator - C$50,000 A Year (Toronto)
🏢 PPI
📍 Toronto