04 Sep
|
iA Financial Group (Industrial Alliance)
|
Calgary
04 Sep
iA Financial Group (Industrial Alliance)
Calgary
Enhance your administrative skills with PPI as a Contracting Assistant in a hybrid role. Support independent advisors while managing licensing and contract requests across the organization.
This 14-month contract position involves working closely with Contracting Administrators at PPI. Key responsibilities include processing contract terminations, coordinating advisor transfers, and maintaining E&O; requirements. This role provides a unique prospect to support advisors in their professional growth and compliance efforts.
Key Responsibilities:
• Monitor and distribute emails from the team’s general mailbox
• Process advisor contract terminations and orphan business reassignments
• Coordinate advisor transfer requests to New MGAs
• Facilitate advisor block transfers between advisors
• Ensure advisor licensing information is updated in APEXA
Requirements:
• 1-2 years administrative experience in the insurance sector
• Superior organizational and multitasking skills
• Exceptional attention to detail and data entry accuracy
• Strong written and verbal communication skills
• Bilingual in French and English is a plus
This role combines administrative tasks and collaboration to support PPI Advisors effectively.
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📌 PPI Contracting Assistant – Hybrid Role (Calgary)
🏢 iA Financial Group (Industrial Alliance)
📍 Calgary