Become a New Business Case Manager with PPI and play a vital role in managing life insurance applications from submission to execution. Enjoy a versatile hybrid work model while making a considerable impact.In this role, you will be responsible for processing life insurance applications efficiently, ensuring compliance and accuracy at every step. Acting as a liaison between advisors and carriers, you will address queries and resolve issues quickly. Your attention to detail and commitment to service excellence will be key in maintaining PPI's high standards.Key Responsibilities:Process and settle life insurance applications promptlyDevelop effective relationships with advisors and respond to inquiriesManage underwriting requirements and follow up as neededDocument progress and maintain accurate records in WealthServEnsure policies are settled with all necessary signaturesRequirements:2-5 years of relevant administrative experienceProficient in WealthServ and MS Office productsOutstanding organizational and detail-oriented skillsExcellent verbal and written communication abilitiesBilingual in English and French is a bonusLeverage your organizational skills and initiative to support advisors and clients at PPI.

📌 Ppi New Business Case Manager (Toronto)
🏢 Iaawg
📍 Toronto