08 Sep
|
iA Financial Group (Industrial Alliance)
|
Ontario
08 Sep
iA Financial Group (Industrial Alliance)
Ontario
Become a key player at PPI as a New Business Administrator, working hybrid to manage life insurance applications effectively. Elevate the experience for our independent advisors, ensuring client satisfaction.
As part of PPI’s team, you will ensure timely processing of life insurance applications and maintain solid service standards. Your role requires attention to detail, effective relationship-building with advisors, and an organized approach to handling sensitive information. Developing your career while supporting advisors will be a core aspect of this job.
Key Responsibilities:
• Ensure timely and compliant processing of applications
• Handle assigned files and resolve any issues promptly
• Assist in ordering and confirming underwriting requirements
• Keep advisors updated on application statuses
• Verify accuracy in issued policies
Requirements:
• 2-5 years of administrative experience in insurance
• Proficient in Microsoft Office and WealthServ
• Strong organizational and communication skills
• Ability to manage sensitive information confidentially
• Bilingual English and French preferred
Support independent advisors as a New Business Administrator at PPI, making a meaningful difference in their workflow.
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📌 PPI Hybrid New Business Administrator (Ontario)
🏢 iA Financial Group (Industrial Alliance)
📍 Ontario