Process life insurance applications with PPI as a New Business Administrator, using accurate data entry and strong organizational skills. Work hybrid from Québec or Montréal.

As part of PPI Management Inc., you will manage cases from submission through commission while maintaining advisor service standards. The position involves application processing, underwriting follow-up, policy review, and communication with carriers and advisors. You will record progress in WealthServ and support accurate, timely settlements.

Key Responsibilities:

- Process compliant, accurate life insurance applications promptly
- Order underwriting requirements and confirm received documentation
- Maintain advisor and carrier contact throughout applications




- Review issued policies and distribute accurate copies
- Record case progress in WealthServ according to standards

Requirements:

- Two to five years of administrative experience
- Insurance new business experience preferred
- Solid organization, time management, and accuracy
- WealthServ and Microsoft Office knowledge
- Advanced French and intermediate English language skills

Apply your insurance administration, underwriting follow-up, and communication skills to support PPI advisors and their clients.

📌 Insurance New Business Administrator (Canada)
🏢 iA Financial Group
📍 Canada