05 Sep
|
iA Financial Group (Industrial Alliance)
|
Winnipeg
05 Sep
iA Financial Group (Industrial Alliance)
Winnipeg
Enhance advisor services as a New Business Administrator with PPI in North York. Process life insurance applications efficiently while ensuring compliance and excellence in service delivery.
PPI, an independent subsidiary of iA Financial, seeks a New Business Administrator to facilitate seamless service to advisors. You’ll manage submissions, from applications to commission, while maintaining high standards. Ideal candidates must bring 2-5 years of administrative experience, preferably within insurance, and have superior attention to detail and organizational skills.
Key Responsibilities:
• Process new business applications accurately and timely • Manage assigned files and resolve processing issues • Communicate with advisors regarding application status • Coordinate requirements with insurance carriers • Ensure accurate data entry in WealthServ
Requirements: • 2-5 years’ administrative experience, insurance preferred • Solid organizational and time management skills • Proven attention to detail in data processing • Excellent communication and interpersonal abilities • Familiarity with Microsoft Office and WealthServ
Drive PPI's commitment to excellence in advisor services as a New Business Administrator. #J-18808-Ljbffr
📌 New Business Administrator at PPI (Winnipeg)
🏢 iA Financial Group (Industrial Alliance)
📍 Winnipeg