Job Description
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 environment. This role is eligible for working from home up to 3 days per week. For more information about PPI visit: Contracting Administrator The role of the Contracting Administrator is to ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers. The role also involves resolving issues related to advisors’ licensing and investigating and resolving inquiries related to contracting and commissions, including matters involving bonus commission rates. Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions Onboard and screen advisor through APEXA system, communicate any issues with compliance until completion and approval of their contract with PPI Investigate and facilitate the resolution of inquiries and/or issues relating to advisor contracting, licensing and commission overrides including communicating with the insurance carriers, advisors and appropriate departments within PPI.



Coordinate the set-up of advisors on insurance carrier websites in order to access their commission statements as well as view their business Ensure all tasks are completed according to PPI guidelines and standards and work with the Team Leader and Manager/Director, Agency Services to effectively accomplish identified department goals and objectives Demonstrate behaviors that reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees Additional responsibilities, duties and special projects as identified Bilingual in French and English is an asset Proven accuracy, attention to detail and data entry skills Ability to represent self, office, and organization in a qualified, positive manner at all times Knowledge of WealthServ, APEXA and Microsoft Office programs; PPI Management Inc. Posting End Date With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here.

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