Join PPI as a New Business Administrator in a hybrid work setting, where you'll support independent insurance advisors and streamline application processes. Help deliver financial peace of mind to clients across Canada.
In this pivotal role, you’ll manage life insurance applications from submission to commission with a strong focus on maintaining service levels. You’ll need to process new business applications, order underwriting requirements, and maintain effective communication with advisors. This role is essential for ensuring a seamless experience for advisors and requires excellent organizational skills.
Key Responsibilities:
• Process new business applications with accuracy
• Manage assigned files while resolving urgent issues
• Order necessary medical and financial documentation




• Prepare application requirements for mailing to carriers
• Build relationships with advisors for consistent support
Requirements:
• 2-5 years of administrative experience, preferably in insurance
• Solid attention to detail and organizational skills
• Proficient in Microsoft Office and WealthServ
• Excellent written and verbal communication skills
• Bilingualism in English and French is an asset
Excel as a New Business Administrator at PPI, ensuring timely and compliant processing for advisors throughout Canada.
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📌 New Business Administrator at PPI (Toronto)
🏢 iA Financial Group (Industrial Alliance)
📍 Toronto