06 Sep
|
iA Financial Group (Industrial Alliance)
|
Toronto
06 Sep
iA Financial Group (Industrial Alliance)
Toronto
PPI 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 and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day 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 their clients: Canadian families and businesses.
When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. PPI is pleased to provide employees with the flexibility of a hybrid work workplace. This role is eligible for working from home up to 3 days per week.
For more information about PPI visit: Contracting Assistant The primary focus of the Contracting Assistant is to work effectively with the Contracting Administrators and support them in providing indispensable service to PPI Advisors with the insurance carriers and within PPI. This is a contract position for an expected duration of 14 months.
Process advisor contract terminations, including orphan business reassignment with the carriers.
Coordinate advisor transfer out requests from PPI to their New MGA. Facilitate advisor block transfers to another advisor outside of PPI (Sell Out). Set up advisor’s rep and branch codes in PPI’s back-office system.
Monitor APEXA feed and APEXA tasks daily to ensure system data is updated accordingly. Ensure all tasks are completed within PPI service standards and all department goals are met as identified. Additional responsibilities, duties and special projects as identified.
Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees. Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment. Proven accuracy, attention to detail and data entry skills.
Ability to represent self, office and organization in a professional, positive manner at all times. Knowledge of Microsoft Office programs; Bilingual in French and English is an asset.
📌 Contracts Specialist/Office Assitant (Toronto)
🏢 iA Financial Group (Industrial Alliance)
📍 Toronto