Become a New Business Case Manager with PPI and play a vital role in managing life insurance applications from submission to execution. Enjoy a adaptable hybrid work model while making a considerable impact.

In this role, you will be responsible for processing life insurance applications efficiently, ensuring compliance and accuracy at every step. Acting as a liaison between advisors and carriers, you will address queries and resolve issues quickly. Your attention to detail and commitment to service excellence will be key in maintaining PPI’s high standards.

Key Responsibilities:
• Process and settle life insurance applications promptly
• Develop effective relationships with advisors and respond to inquiries
• Manage underwriting requirements and follow up as needed




• Document progress and maintain accurate records in WealthServ
• Ensure policies are settled with all necessary signatures

Requirements:
• 2-5 years of relevant administrative experience
• Proficient in WealthServ and MS Office products
• Outstanding organizational and detail-oriented skills
• Excellent verbal and written communication abilities
• Bilingual in English and French is a bonus

Leverage your organizational skills and initiative to support advisors and clients at PPI.
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📌 PPI New Business Case Manager (Ontario)
🏢 Iaawg
📍 Ontario